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About the Role

As an Administrative Associate, you will contribute to the success of Wealth Advisors by ensuring a high level of client service through effective administration and day-to-day trading.

Responsibilities

• Manage all administrative processes and escalations requiring investigation to ensure effective client administration.
• Demonstrate high levels of client service to deepen relationships by supporting advisors in portfolio reviews, entering client trades, and identifying client needs.
• Respond to client inquiries, resolve issues, and effect client transactions in a timely and responsive manner.
• Coordinate marketing materials, events, and seminars to identify opportunities for asset and/or revenue growth.
• Manage tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts.
• Build effective working relationships with departmental and business line contacts through collaboration and knowledge sharing.

Requirements

• 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.

Location

• London, Ontario, Canada

Work Type

• Full-time

Benefits

• Competitive Compensation and Benefits package
• Annual incentive plans
• Time off entitlements
• Pension Plan
• Employee Share Ownership Plan
• Favourable employee rates for employee banking
• Free access to Scotia Academy for learning and development

About the Company

• ScotiaMcLeod is a full-service wealth management firm with a history dating back to 1921, known for service excellence, trusted advice, and a collaborative culture.
• We help clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.
• Our Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists for personalized solutions.
• We offer a supportive, innovative, team-based environment that values integrity, client focus, and continuous growth.
• Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future', helping customers achieve success through a broad range of financial services.

Equal Opportunity

• At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
• If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.