Scotiabank Wealth Advisory Associate Toronto

Scotiabank Wealth Advisory Associate Toronto

02 Aug
|
Scotiabank
|
Toronto

02 Aug

Scotiabank

Toronto

Become an integral part of Scotiabank's Wealth Advisory team in Toronto as an Administrative Associate. Ensure top-tier client service through effective administration and trading support.
We are seeking a team-oriented Administrative Associate for the International Investment Advisory team. This position involves managing client administration, resolving issues, and supporting Wealth Advisors in trade execution. You will also handle marketing coordination to enhance growth opportunities.
Key Responsibilities:
• Facilitate effective client administration and escalation management
• Support advisor trade processes and client inquiries
• Help with marketing materials for events and seminars
• Maintain tracking reports for financial plans and recommendations
• Build relationships across various departments
Requirements:
• Relevant experience in the securities industry
• CIRO Investment Representative approval is required
• Robust communication and organizational skills
• Exceptional client service ethic and detail orientation
• Proven ability to meet deadlines autonomously
Utilize your skills in client service and administration to thrive at Scotiabank.
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📌 Scotiabank Wealth Advisory Associate Toronto
🏢 Scotiabank
📍 Toronto

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