ScotiaMcLeod Administrative Support Assistant - Montreal, QC

Scotiabank; Montreal; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services organization is seeking an Administrative Associate in Montreal to enhance client service by managing administrative tasks and trading operations for Wealth Advisors. You will support advisors by addressing client inquiries, coordinating marketing materials, and tracking reports to support business growth. Applicants should have experience in the securities industry, strong communication skills, and a commitment to exceptional client service. This role promises a collaborative and inclusive working environment.

Benefits

Commitment to diversity and inclusion

Opportunities for learning and development

Collaborative team environment

Access to Scotia Academy for skills development

Qualifications

• Experience in the securities industry is required.
• Excellent verbal and written communication skills are a must.
• Organizational skills to manage multiple tasks effectively.

Responsibilities

• Ensure effective client administration by managing processes and escalations.
• Support the advisor in portfolio reviews and host client inquiries.
• Coordinate marketing materials and events to increase opportunities.

Skills

Experience in the securities industry

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative

Meticulous attention to detail

Exceptional client service skills

Education

Willingness to become duly registered as an Investment Representative (IR) with CIRO

Job description

Select how often (in days) to receive an alert:

Requisition ID: 244820

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.

BRIEF INTRODUCTION

As an 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 administration and day-to-day trading of their business.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts
• Build effective working relationships across various departmental and business line contacts by 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
• Willingness to become duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

WHAT’S IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• 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. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.