ScotiaMcLeod Regional Associate Western Region Job Toronto area,Ontario Canada,Administrative/Clerical

Requisition

Scotia Mc Leod , a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature Enriched Thinking
® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At Scotia Mc Leod , you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

INTRODUCTION:

The Regional Associate provides proactive support in the management of the Toronto Region. The primary support relationship is with the Toronto Regional Director (RD), Manager of Administration (MA) and the branch network.

WHAT YOU’LL BE DOING:

In this role you will:

Provide administrative support to the Regional Team including maintaining schedules, booking meetings, etc.

Preparing printed materials for all meetings.

Support all event coordination including sales conferences, branch meetings, regional workshops, etc.

Responsible for supporting various processes as assigned by the Regional Director and Manager of Administration.

Responsible for preparation and processing of all regional expenses.

Responsible for all administration and follow-up on administration generated by the Branch Network and all members of the Regional Team.

Acting as needed as back-up administrative support, Service Officer or Receptionist in support of the branches.

General office management including maintaining supplies, marketing material and office equipment.

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Excellent written and verbal communication skills

Excellent interpersonal skills

Very strong organizational skills

Ability to take initiative and work independently

Computer literate (In-depth knowledge of Microsoft Office Suite)

Financial Services Industry experience preferred

WHAT'S IN IT FOR YOU

At Scotia Mc Leod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotia Mc Leod – you can make an impact. You help make the futures of our 25 million customers happen.

You can find your future here.

The opportunity to join a forward-thinking organization where you are 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

#SWM


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