Wealth Advisor Administrative Specialist

Scotiabank; Toronto; In loco; CAD 45.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation and benefits

Pension plan

Employee share ownership plan

Employee banking rates

Scotia Academy learning

Descrizione del lavoro

ScotiaMcLeod, a Scotia Wealth Management firm, is seeking an Administrative Associate to support Wealth Advisors by delivering high‑quality client service and efficient day‑to‑day administration.

You will assist with portfolio reviews, client inquiries, and trades under advisor direction, while coordinating materials and events to identify opportunities for assets and revenue growth. A collaborative, client‑focused environment awaits.

Competenze

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (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, providing a professional and respectful experience.

Mansioni

• Ensure effective client administration and manage all admin processes and escalations.
• Demonstrate high levels of client service to deepen relationships and support portfolio reviews.
• Enter client trades as directed by the client or Advisor and respond to inquiries promptly.
• Provide marketing assistance by coordinating materials, events and seminars to identify opportunities to increase assets or revenue.
• Support growth by managing tracking reports for Wealth Advisor to review targets, recommendations and plans.
• Build cross‑department collaboration and share knowledge to improve service.

Conoscenze

Securities industry experience

CIRO investment approval

Verbal and written communication

Organizational skills

Initiative and independence

Attention to detail and time mgmt

Client service excellence

Descrizione del lavoro

ScotiaMcLeod, a Scotia Wealth Management firm, is seeking an Administrative Associate to support Wealth Advisors by delivering high‑quality client service and efficient day‑to‑day administration.

You will assist with portfolio reviews, client inquiries, and trades under advisor direction, while coordinating materials and events to identify opportunities for assets and revenue growth. A collaborative, client‑focused environment awaits.