Wealth Management Client Services Associate

Scotiabank; San Juan de Terranova; On-site; CAD 42,000 - 56,000; Full time

Job summary

Scotiabank is seeking a Client Service Associate to support Financial Consultants and Portfolio Managers, delivering high-quality service to MD clients. You will handle documentation, inquiries, and transaction requests while maintaining compliance and a client-centric approach.

You will coordinate client meetings, prepare correspondence, and liaise with internal teams to identify opportunities and ensure timely responses in a fast-paced, inclusive environment.

Qualifications

• College diploma or university degree in business, commerce or equivalent.
• Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO).
• Proficiency with Microsoft Office Suite.
• Working knowledge of CRM2.

Responsibilities

• Provide administrative and operational support to Financial Consultants and Portfolio Managers.
• Maintain follow-up systems for inquiries, complaints, and problem resolution.
• Book on-site and virtual client meetings and prepare required paperwork.
• Ensure regulatory requirements are adhered to in all client documentation and transactions.

Skills

Client focus

Communication

Attention to detail

Team collaboration

Education

CIRO Investment Representative approval

College diploma or university degree in business, commerce or equivalent

Tools

Microsoft Office

CRM2 knowledge

Job description

Scotiabank is seeking a Client Service Associate to support Financial Consultants and Portfolio Managers, delivering high-quality service to MD clients. You will handle documentation, inquiries, and transaction requests while maintaining compliance and a client-centric approach.

You will coordinate client meetings, prepare correspondence, and liaise with internal teams to identify opportunities and ensure timely responses in a fast-paced, inclusive environment.