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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.
• Support the advisor in regular reviews of portfolios, including 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 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 across various 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

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 signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver 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 advice, products, and 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.