Wealth Management Admin Associate - Client Impact

Scotiabank; White Rock; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

ESOP

Job summary

Scotiabank is seeking an Administrative Associate to support a Wealth Advisor within Scotia Wealth Management. You will help manage a book of business, provide effective client service, and contribute to business development and sales activities.

The role emphasizes identifying opportunities within clients, developing relationships with Total Wealth Specialists, and preparing reports and client communications to drive growth.

Qualifications

• Experience in the securities industry.
• Canadian Investment Regulatory Exam (CIRE) designation or willing to obtain.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and excellent time management skills.
• Exceptional client service skills, providing a professional and respectful experience.

Responsibilities

• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
• Work with Advisor and Total Wealth Specialists to deepen client relationships
• Prepare, analyze, and present reports and recommendations to clients
• Work with the Advisor to develop and distribute client communication and marketing pieces
• Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

Skills

Excellent communication

Time management

Client service

Detail-oriented

Education

CAN REG Exam (CIRE) designation or willingness to obtain

Job description

Scotiabank is seeking an Administrative Associate to support a Wealth Advisor within Scotia Wealth Management. You will help manage a book of business, provide effective client service, and contribute to business development and sales activities.

The role emphasizes identifying opportunities within clients, developing relationships with Total Wealth Specialists, and preparing reports and client communications to drive growth.