Wealth Advisor Administrative Specialist

Scotiabank; Montreal (administrative region); On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Pension plan

Employee Share Ownership Plan

Employee banking perks

Collaborative team culture

Scotia Academy learning

Community involvement

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate in Montreal to support one or more Wealth Advisors. Your role focuses on high-level client service and precise administrative tasks within a collaborative, growth-minded team.

You will assist with portfolio reviews, client communications, and timely execution of client transactions while helping identify opportunities to grow assets and revenue.

Qualifications

• Experience in the securities industry.
• Approval 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 skills.
• Exceptional client service skills, providing a professional and respectful experience.

Responsibilities

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships.
• Support the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs.
• Respond to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner.
• Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue.
• Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts.
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience.

Skills

Experience in securities industry

IR CIRO approval

Verbal and written communication

Organizational skills

Initiative & independent work

Attention to detail & time management

Client service excellence

Job description

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate in Montreal to support one or more Wealth Advisors. Your role focuses on high-level client service and precise administrative tasks within a collaborative, growth-minded team.

You will assist with portfolio reviews, client communications, and timely execution of client transactions while helping identify opportunities to grow assets and revenue.