Support Wealth Advisors in Toronto through client administration, portfolio reviews, and day-to-day trading at ScotiaMcLeod. Deliver responsive service with precision.
As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. Your work combines securities administration, client transactions, portfolio review support, and issue resolution. You will also coordinate marketing activities and maintain tracking reports supporting advisor targets, recommendations, and financial plans.
Key Responsibilities:
- Manage administrative processes and investigate escalated client matters
- Enter client trades as directed by clients or Advisors
- Respond to inquiries and complete transactions promptly
- Coordinate marketing materials, events, and seminars
- Maintain tracking reports for Wealth Advisor review
Requirements:
- Experience in the securities industry
- Investment Representative approval with CIRO
- Excellent verbal and written communication skills
- Strong organization, initiative, and deadline management
- Meticulous attention to detail and client service skills
Apply administrative, trading, communication, and client service expertise supporting ScotiaMcLeod Wealth Advisors in Toronto.
Wealth Management Administrative Associate in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
