ScotiaMcLeod Administrative Associate

Scotia Mc Leod  Administrative Associate

As an Administrative Associate, you will support wealth advisors by ensuring excellent client service and managing day‑to‑day trading and administrative tasks.

• Manage all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships.
• Support the advisor in regular portfolio reviews, entering client trades as directed, and identifying client needs.
• Respond to client inquiries, resolve issues, and effect client transactions in a timely and responsive manner.
• Provide marketing assistance by coordinating materials, events and seminars to increase and identify opportunities to increase assets and/or revenue.
• Track reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts.
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience.

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).
• Excellent verbal and written communication.
• Strong organizational skills.
• Ability to take initiative, work independently and meet deadlines.
• Meticulous attention to detail and excellent time management skills.
• Exceptional client service skills, providing a professional and respectful experience.

• Competitive compensation and benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan, and favourable employee rates for employee banking.
• Opportunity to join a forward‑thinking organization with a collaborative team of innovative thinkers.
• Inclusive working environment that encourages creativity, curiosity, and celebrates success.
• Learning and development – free access to Scotia Academy to upskill and develop your skills.
• Employee Referral Program – Potential reward of $1,000.00.

Location:

Canada:
Alberta:
Calgary

If you require accommodation (including an accessible interview site, alternate format documents, ASL interpreter, or assistive technology) during the recruitment and selection process, please let our Recruitment team know.