Wealth Management Administrative Associate – Client Focus

Scotiabank; Southwestern Ontario; On-site; CAD 42,000 - 58,000; Full time

Benefits offered by this job

Pension Plan

Employee Share Ownership Plan

Employee Banking Rates

Job summary

ScotiaMcLeod, part of Scotia Wealth Management, seeks an Administrative Associate in Waterloo to support Wealth Advisors with high-level client service and day-to-day trading activities. You will manage administrative processes, respond to client inquiries, and assist with portfolio reviews and events.

The role emphasizes teamwork, integrity and growth, with opportunities to contribute to wealth solutions and client outcomes in a collaborative, client-focused environment.

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 time management.
• Exceptional client service skills.

Responsibilities

• Manage administrative processes and escalations for clients and advisors.
• Provide high-level client service to deepen relationships.
• Enter client trades and respond to inquiries as directed by the advisor.
• Support marketing materials, events and seminars to identify opportunities.
• Track and review targets, recommendations and financial plans with Wealth Advisor.
• Collaborate across departments to share knowledge and improve client experience.
• Maintain professional, respectful client interactions and timely follow-ups.

Skills

Securities industry experience

CIRO IR approval

Verbal & written communication

Organization

Initiative & independence

Time management

Client service excellence

Job description

ScotiaMcLeod, part of Scotia Wealth Management, seeks an Administrative Associate in Waterloo to support Wealth Advisors with high-level client service and day-to-day trading activities. You will manage administrative processes, respond to client inquiries, and assist with portfolio reviews and events.

The role emphasizes teamwork, integrity and growth, with opportunities to contribute to wealth solutions and client outcomes in a collaborative, client-focused environment.