Wealth Advisor Admin & Client Services Partner

Scotiabank; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking an Administrative Associate in Montreal. In this role, you will ensure effective client service by managing administrative processes and supporting Wealth Advisors. The ideal candidate should have experience in the securities industry, excellent communication skills, and a commitment to client service. This position offers opportunities for learning and development in an inclusive work environment.

Benefits

Learning and Development access to Scotia Academy

Inclusive working environment

Opportunities for career growth

Qualifications

• Willingness to become duly registered as an Investment Representative (IR) with CIRO.
• Fluency in both French and English, as client interactions require proficiency in English.

Responsibilities

• Ensure effective client administration by managing all administrative processes.
• Respond to client inquiries and resolve issues in a timely manner.
• Provide marketing assistance to increase opportunities for growth.
• Manage tracking reports for Wealth Advisors.
• Build effective working relationships through collaboration.

Skills

Experience in the securities industry

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative, work independently and meet deadlines

Meticulous attention to detail

Exceptional client service skills

Job description

A leading financial institution is seeking an Administrative Associate in Montreal. In this role, you will ensure effective client service by managing administrative processes and supporting Wealth Advisors. The ideal candidate should have experience in the securities industry, excellent communication skills, and a commitment to client service. This position offers opportunities for learning and development in an inclusive work environment.