Wealth Admin & Client Services Specialist

Scotia Wealth Management; Owen Sound; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation

Pension plan

Employee share ownership plan

Upskill via Scotia Academy

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support one or more Wealth Advisors with a high level of client service and day-to-day trading activities.

In this role you will manage client administration, assist with portfolio reviews and client trades, coordinate materials and events, and help track targets and financial plans while collaborating across departments to grow the business.

Qualifications

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with CIRO.
• Excellent verbal and written communication.
• Strong organizational skills and time management.
• Ability to take initiative, work independently and meet deadlines.
• Meticulous attention to detail and client service orientation.

Responsibilities

• Ensure effective client administration and manage escalations.
• Support advisor with portfolio reviews and client trades.
• Provide marketing assistance for materials, events and seminars.
• Track reports for advisor targets, recommendations and financial plans.
• Collaborate across departments to share knowledge and grow the business.

Skills

Securities experience

CIRO IR approval

Verbal & written comms

Organizational skills

Initiative / independence

Time management

Attention to detail

Client service

Education

Investment Representative (IR) approval by CIRO

Job description

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support one or more Wealth Advisors with a high level of client service and day-to-day trading activities.

In this role you will manage client administration, assist with portfolio reviews and client trades, coordinate materials and events, and help track targets and financial plans while collaborating across departments to grow the business.