Wealth Management Admin Associate - Client Impact & Growth

Scotia Wealth Management; Edmonton; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Favourable employee banking rates

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate to support Wealth Advisors with client service and day-to-day trading administration. You will manage administrative processes, respond to client inquiries, and assist with trades as directed by the advisor.

The role emphasizes strong communication, organization, and proactive collaboration within a team-driven environment, contributing to growth through marketing support and reporting.

Qualifications

• Experience in the securities industry is required.
• Approval as an Investment Representative (IR) with CIRO is required.
• Excellent verbal and written communication; strong organizational skills.

Responsibilities

• Manage administrative processes and escalations for Wealth Advisors; investigate issues.
• Provide high levels of client service and respond to inquiries promptly.
• Support portfolio reviews and client trades as directed by the advisor.
• Coordinate marketing materials, events and seminars to grow assets and revenue.
• Maintain tracking reports on targets, recommendations and financial plans.

Skills

Securities industry experience

CIRO IR approval

Verbal & written communication

Organizational skills

Initiative & self-motivation

Independent work

Time management

Client service excellence

Job description

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate to support Wealth Advisors with client service and day-to-day trading administration. You will manage administrative processes, respond to client inquiries, and assist with trades as directed by the advisor.

The role emphasizes strong communication, organization, and proactive collaboration within a team-driven environment, contributing to growth through marketing support and reporting.