ScotiaMcLeod Administrative Associate - Toronto Plaza at Scotiabank | CA | Rezi

ScotiaMcLeod Administrative Associate - Toronto Plaza at Scotiabank

ScotiaMcLeod Administrative Associate - Toronto Plaza

Scotiabank · CA

Today

ScotiaMcLeod Administrative Associate - Toronto Plaza

Scotiabank · CA

3 hours ago
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About the Role

As an Administrative Associate, you will contribute to the success of Wealth Advisors by ensuring high 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.
  • Provide marketing assistance by coordinating materials, events, and seminars to identify opportunities for asset and revenue growth.
  • Support business growth by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans.
  • 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

  • Toronto, 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 upskilling and development

About the Company

  • ScotiaMcLeod is a full-service wealth management firm established in 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.
  • Our Enriched Thinking® approach combines investment, wealth planning, and advisory specialists for personalized solutions.
  • We offer an innovative, team-based environment that values integrity, client focus, and continuous growth.
  • Scotiabank is a leading bank in the Americas, committed to helping customers achieve success through a broad range of financial services.

Equal Opportunity

  • Scotiabank values the unique skills and experiences each individual brings to the Bank, and is 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.