ScotiaMcLeod Administrative Associate

Requisition

Scotia Mc Leod  is a full-service wealth management firm with a history dating back to 1921, committed to providing personalized investment, wealth planning, and advisory solutions.

Role Overview
As an Administrative Associate, you will support one or more Wealth Advisors by ensuring high-level client service through effective administration and day-to-day trading activities.

Responsibilities

Ensure effective client administration by managing all administrative processes and escalations requiring investigation.

Consistently demonstrate high levels of client service to deepen relationships; including

supporting the advisor in regular portfolio reviews, entering client trades as directed, and identifying client needs;

responding to client inquiries, resolving issues, and effecting client transactions in a timely manner.

Provide marketing assistance by coordinating materials, events, and seminars to identify opportunities to increase assets and/or revenue.

Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts.

Build effective working relationships across various departmental and business line contacts by collaborating and sharing knowledge and experience.

Qualifications

Experience in the securities industry.

Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).

Excellent verbal and written communication skills.

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.

Benefits

Competitive compensation and benefits package, including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan, and favourable employee rates for banking.

The opportunity to join a forward‑thinking organization surrounded by a collaborative team of innovative thinkers.

An organization committed to making a difference in our communities for you and our clients.

An inclusive working environment that encourages creativity, curiosity, and celebrates success.

Learning and development – free access to Scotia Academy to upskill and develop your skills.

Location
Canada:
Ontario:
Mississauga

EEO Statement
At Scotiabank, we value the unique skills and experiences each individual brings to the bank, and we are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

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