Contribute to client success as an Administrative Associate at ScotiaMcLeod in Quebec. Manage administrative processes, ensure high client service, and support financial advisors to streamline operations.
In this pivotal position, you will assist Wealth Advisors at ScotiaMcLeod by overseeing client administration and fostering strong client relationships. Your responsibilities will include managing trades, responding to inquiries, and providing marketing assistance for events and seminars. This role is integral to enhancing the growth of wealth management services and improving client engagement.
Key Responsibilities:
• Manage administrative processes and client escalations efficiently
• Support advisors with timely client portfolio reviews




• Coordinate marketing materials and events for asset growth
• Track reports for Wealth Advisors on targets and plans
• Build team-oriented relationships across departments
Requirements:
• Background in the securities industry
• Willingness to register as an Investment Representative
• Strong communication and organizational skills
• Ability to work independently and meet deadlines
• Exceptional attention to detail and time management skills
Embed your skills in administration and client service as part of ScotiaMcLeod’s dedicated team in Quebec.
#J-18808-Ljbffr

📌 ScotiaMcLeod Administrative Associate Role (Quebec City)
🏢 Scotia Wealth Management
📍 Quebec City