Wealth Advisor Support Specialist

Scotiabank; Vancouver; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay & benefits

Annual incentives

Pension plan

Employee share ownership plan

Employee banking rates

Scotia Academy

Collaborative culture

Inclusive environment

Job summary

Scotiabank is seeking an Administrative Associate in Vancouver to support Wealth Advisors by delivering high-level client service and daily administrative execution. You will manage processes, assist with portfolio reviews, and help coordinate marketing materials and events to identify opportunities for growth.

The role requires securities industry experience, CIRO IR approval, and strong communication, organizational, and time‑management skills.

Qualifications

• 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 skills.
• Exceptional client service skills, providing a professional and respectful experience.

Responsibilities

• In the role you will contribute to the success of Wealth Advisors through high-level client service and effective administration.
• Manage administrative processes and handle escalations requiring investigation.
• Support advisor reviews of portfolios and client trades as directed.
• Respond to client inquiries, resolve issues and process client transactions promptly.
• Provide marketing assistance by coordinating materials, events, and seminars to identify opportunities to increase assets and revenue.
• Maintain tracking reports for advisors to review targets, recommendations, and financial plans.

Skills

Securities industry experience

CIRO IR approval

Verbal and written communication

Organizational skills

Initiative & independence

Attention to detail

Client service excellence

Job description

Scotiabank is seeking an Administrative Associate in Vancouver to support Wealth Advisors by delivering high-level client service and daily administrative execution. You will manage processes, assist with portfolio reviews, and help coordinate marketing materials and events to identify opportunities for growth.

The role requires securities industry experience, CIRO IR approval, and strong communication, organizational, and time‑management skills.