ScotiaMcLeod Wealth Administration Associate

Support Wealth Advisors in Waterloo through securities administration and responsive client service age daily trading activities while addressing client needs with precision.

As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. Your work combines client administration, portfolio review support, trade entry, and issue resolution. You will also coordinate marketing materials, events, and seminars while maintaining tracking reports.

• Manage administrative processes and investigate client service escalations
• Enter client trades as directed by clients or Advisors
• Respond to inquiries and resolve issues promptly
• Coordinate marketing materials, events, and seminars
• Maintain reports covering targets, recommendations, and financial plans

• Experience in the securities industry
• Investment Representative approval with CIRO
• Excellent verbal and written communication skills
• Strong organization, initiative, and independent work ability
• Meticulous attention to detail and time management

Bring securities experience, trade administration, and client service expertise to Scotia Mc Leod ’s Wealth Advisor support team in Waterloo.