Wealth Management Administrative Associate – Client Services

Scotiabank; Markham; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Markham is seeking an Administrative Associate to enhance client service through effective administration and support for Wealth Advisors. The role requires strong organizational skills, initiative, and experience in the securities industry. Bilingual communication in English and Mandarin is a must. This position offers a competitive compensation package and opportunities for professional development.

Benefits

Competitive Compensation and Benefits package

Pension Plan

Employee Share Ownership Plan

Free access to Scotia Academy for learning and development

Qualifications

• Experience in securities industry is essential.
• Must hold CIRO investment representative approval.
• Fluent in English and Mandarin, with strong communication skills.

Responsibilities

• Manage all administrative processes for client service.
• Support advisors in portfolio reviews and client trades.
• Coordinate marketing materials and events to increase revenue.

Skills

Experience in the securities industry

Approval as an Investment Representative (IR) with CIRO

Excellent verbal and written communication in English and Mandarin

Strong organizational skills

Ability to take initiative and work independently

Meticulous attention to detail

Exceptional client service skills

Job description

A leading financial institution in Markham is seeking an Administrative Associate to enhance client service through effective administration and support for Wealth Advisors. The role requires strong organizational skills, initiative, and experience in the securities industry. Bilingual communication in English and Mandarin is a must. This position offers a competitive compensation package and opportunities for professional development.