ScotiaMcLeod Administrative Support Assistant

Scotiabank; Montreal; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Annual incentive plans

Pension Plan

Share ownership plan

Employee banking rates

Job summary

ScotiaMcLeod, a Scotia Wealth Management firm, seeks an Administrative Support Assistant in Montreal to help Wealth Advisors with client service and day-to-day trading support. The role emphasizes accurate administration and proactive client engagement.

The successful candidate will have securities industry experience and CIRO Investment Representative approval, with strong communication and organizational skills to thrive in a collaborative, growth-focused team environment.

Qualifications

• Experience in the securities industry required.
• CIRO Investment Representative approval required.
• Excellent verbal and written communication skills.
• Strong organizational skills and time management.
• Ability to take initiative, work independently and meet deadlines.

Responsibilities

• Ensure effective client administration by managing all administrative processes and escalations.
• Demonstrate high levels of client service to deepen relationships.
• Support portfolio reviews and entering client trades as directed by the Advisor.
• Respond to client inquiries and resolve issues in a timely manner.
• Provide marketing assistance by coordinating materials, events and seminars.

Skills

Experience in securities industry

Verbal and written communication

Organizational skills

Initiative and independence

Time management

Client service

Education

CIRO Investment Representative approval

Job description

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Title: ScotiaMcLeod Administrative Support Assistant

Requisition ID: 270388

ScotiaMcLeod, a cornerstone of Scotia Wealth Management® is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

As a n Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administrati on and day-to-day trading of their business .

IS THIS ROLE RIGHT FOR YOU

In the role you will:

Ensure effectiveclient administration bymanagingall administrative processes and escalations requiring investigation

Consistently demonstrate high levels of client service to deepen relationships

by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor andidentifyingclient needs

byresponding to client inquiries, resolvingissuesand effecting client transactionsina timelyand responsive manner

Provide marketingassistanceby coordinating materials,eventsand seminars to increase/identify opportunities to increase assets and/or revenue

Support the growth of the business bymanagingtracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts

Build effective working relationships across various departmental and business line contactsby actively collaborating and sharing knowledge and experience

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Experience in the securities industry

Approval as anInvestmentRepresentative (IR) withthe Canadian Investment Regulatory Organization (CIRO)

Excellent verbalandwrittencommunication

Strong organizationalskills

Ability to take initiative, work independently and meet deadlines

Meticulous attention to detail and excellent time management skills

Exceptional client service skills, providingaprofessionaland respectfulexperience

WHAT’S IN IT FOR YOU

Competitive Compensation and Benefits package including annual incentive plans,time off entitlements, Pension Plan, Employee Share OwnershipPlanandfavourable employee rates for employee banking

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.

An organization committed to making a difference in our communities– for you and our clients.

An inclusive working environment that encourages creativity,curiosity and celebrates success.

Learning and Development – free access to Scotia Academy to upskill and develop your skills.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SWM

Location(s): Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.