Requisition ID: 267867 Employee Referral Program Potential Reward: $1,000.00 Scotia

McLeod, 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 cooperative culture, were committed to helping clients grow and protect their wealth by understanding their complete financial picturelife, family, business, and future.

Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions.

Youll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At Scotia

McLeod, youre not just building a careeryoure joining a firm where ideas spark, collaboration thrives, and youre empowered to reach your full potential while making a real impact in your clients'' lives. BRIEF INTRODUCTION As an Administrative Associateyou will be responsible for contributing to the overall success ofone or more Wealth Advisorsby ensuring a high level of client service achieved by effectiveadministration and day-to-day tradingof their business. IS THIS ROLE RIGHT FOR YOU In the role you will: Ensure effectiveclient administration bymanagingall administrative processes and escalations requiring investigation Consistently demonstrate high levels of client serviceto deepen relationships; by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs byresponding to client inquiries,



resolving issues and effecting client transactionsin a timely and responsive manner Provide marketing assistanceby coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue Support the growth of the business bymanagingtracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts Build effective working relationships across various departmental and business line contactsby actively collaborating and sharing knowledge and experience DO YOU HAVE THE SKILLS We would love to work with you if you have: Experience in the securities industry Approval as an

Investment

Representative (IR) withthe Canadian Investment Regulatory Organization (CIRO) Excellent verbalandwrittencommunication Strong organizationalskills Ability to take initiative, work independently and meet deadlines Meticulous attention to detail and excellent time management skills Exceptional client service skills, providingaprofessionaland respectfulexperience WHATS IN IT FOR YOU Competitive Compensation and Benefits package including annual incentive plans,time off entitlements, Pension Plan, Employee Share Ownership Planandfavourable employee rates for employee banking 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

📌 ScotiaMcLeod Administrative Associate (Calgary)
🏢 Scotiabank
📍 Calgary