Wealth Administrative Associate - Client Services & Ops

Scotia Wealth Management; Montreal (administrative region); On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Scotia Academy access

Team-based collaboration

Job summary

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

You will manage client communications, enter trades as directed, coordinate marketing materials and events, and help track performance against targets. Bilingual English/French and collaboration across teams are valued in our Montreal office.

Qualifications

• Experience in the securities industry.
• Willingness to become registered as an 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 excellent time management.
• Exceptional client service skills.

Responsibilities

• Ensure effective client administration by managing all administrative processes and escalations.
• Support the advisor in regular reviews of portfolios and entering client trades as directed.
• Respond to client inquiries, resolve issues and effect client transactions promptly.
• Provide marketing assistance by coordinating materials, events, and seminars to grow assets/revenue.
• Monitor tracking reports for Wealth Advisors to review targets, recommendations and financial plans.
• Build effective working relationships across departments by collaborating and sharing knowledge.

Skills

Experience in the securities industry

Willingness to become duly registered

Excellent verbal and written沟

Strong organizational skills

Initiative and independence

Attention to detail and time mgmt

Exceptional client service skills

Job description

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

You will manage client communications, enter trades as directed, coordinate marketing materials and events, and help track performance against targets. Bilingual English/French and collaboration across teams are valued in our Montreal office.