ScotiaMcLeod Branch Operations Assistant

Scotia Wealth Management; Montreal (administrative region); On-site; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Pension plan

Employee ownership

Scotia Academy access

Inclusive culture

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking a Branch Operations Assistant in Montreal to provide operations and administrative support to the Branch Management Team and the Advisor teams.

You will manage daily administrative operations, client account activities, and help implement procedures to ensure compliance with corporate policies and industry regulations.

Qualifications

• Strong customer service and communication skills.
• Experience in financial services or banking environment.
• Ability to manage multiple priorities and stay organized.

Responsibilities

• Be instrumental in managing the daily administrative operations of the branch.
• Manage client account activities and ensure compliance with standards.
• Assist with implementing procedures to ensure compliance with corporate policies and regulations.

Skills

Superior customer service

Financial Industry experience

Strong organization

Written and verbal communication

Job description

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 a Branch Operations Assistant you will provide operations and administrative support to the Branch Management Team and the Advisor teams.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

• Be instrumental in management of the daily administrative operations of the branch
• Manage client account activities and ensuring compliance standards are met
• Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations

Do You Have The Skills

We would love to work with you if you have:

• Superior customer service skills
• Financial Industry experience
• Strong organization with the ability to manage multiple priorities
• Strong written and oral communication skills

Whats In It For You

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable 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.

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 their 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.