Wealth Admin Associate — Client Service & Trading Support

Scotia Wealth Management; Toronto; In loco; CAD 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation package

Pension Plan

Employee Share Ownership Plan

Employee banking rates

Descrizione del lavoro

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service, administration, and day-to-day trading. You will contribute to a collaborative, growth-focused team and help deliver personalized financial solutions.

The role emphasizes high client service standards, portfolio reviews, ongoing inquiries, and coordination of materials for events and seminars.

Competenze

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (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, providing a professional and respectful experience.

Mansioni

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Support advisors by regular reviews of portfolios and entering client trades as directed, identifying client needs.
• Respond to client inquiries, resolve issues and effect client transactions in a timely manner.
• Provide marketing assistance by coordinating materials, events and seminars to identify opportunities to increase assets or revenue.
• Support growth by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans.
• Build effective working relationships across departments and business lines through collaboration.

Conoscenze

Securities experience

CIRO IR approval

Verbal & written communication

Organizational skills

Initiative independence

Time management

Client service excellence

Descrizione del lavoro

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service, administration, and day-to-day trading. You will contribute to a collaborative, growth-focused team and help deliver personalized financial solutions.

The role emphasizes high client service standards, portfolio reviews, ongoing inquiries, and coordination of materials for events and seminars.