Wealth Admin Associate: Client Service & Trade Support

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

Job summary

Scotiabank’s ScotiaMcLeod Wealth Management is seeking an Administrative Associate to support one or more Wealth Advisors with client service and trading day-to-day activities.

You'll manage administrative processes, assist with portfolio reviews, and coordinate marketing materials, events, and seminars to identify opportunities for assets and revenue. Bilingual English/French abilities are valued to collaborate with teams in Toronto and Montreal.

Qualifications

• Experience in the securities industry.
• Approval as 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 time management.
• Exceptional client service skills.

Responsibilities

• Manage all administrative processes and escalations.
• Consistently provide high level client service to deepen relationships.
• Support the advisor in portfolio reviews and enter client trades as directed.
• Respond to client inquiries, resolve issues and execute transactions promptly.
• Provide marketing support by coordinating materials, events and seminars to identify opportunities to increase assets and/or revenue.
• Support business growth by tracking reports for Wealth Advisor to review targets, recommendations, and plans.
• Build effective working relationships across departments through collaboration.

Skills

Experience in securities industry

IR qualification (CIRO)

Verbal and written communication

Organizational skills

Initiative and independence

Attention to detail

Client service excellence

Job description

Scotiabank’s ScotiaMcLeod Wealth Management is seeking an Administrative Associate to support one or more Wealth Advisors with client service and trading day-to-day activities.

You'll manage administrative processes, assist with portfolio reviews, and coordinate marketing materials, events, and seminars to identify opportunities for assets and revenue. Bilingual English/French abilities are valued to collaborate with teams in Toronto and Montreal.