Wealth Administrative Associate – Client Service & Trades

Scotia Wealth Management; San Juan de Terranova; On-site; CAD 36,000 - 48,000; Full time

Benefits offered by this job

Competitive compensation

Pension Plan

Employee Share Ownership Plan

Employee banking rates

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors in delivering exceptional client service and day-to-day trading of their business.

You will handle client administration, portfolio reviews, and marketing support, while collaborating across teams to grow assets and revenue. Strong CIRO IR approval, securities experience, and meticulous organization are essential.

Qualifications

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with the CIRO (Canadian Investment Regulatory Organization).
• 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

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Demonstrate high levels of client service to deepen relationships and support portfolio reviews and client transactions.
• Provide marketing assistance by coordinating materials, events and seminars to increase assets and revenue opportunities.
• Support business growth by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans.
• Build effective working relationships across departments by collaborating and sharing knowledge.

Skills

Securities industry experience

Investment Representative approval (CI

Verbal and written communication

Organizational skills

Initiative and independence

Attention to detail

Client service excellence

Job description

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors in delivering exceptional client service and day-to-day trading of their business.

You will handle client administration, portfolio reviews, and marketing support, while collaborating across teams to grow assets and revenue. Strong CIRO IR approval, securities experience, and meticulous organization are essential.