ScotiaMcLeod Administrative Support Assistant - Saskatoon

ScotiaMcLeod Administrative Support Assistant - Saskatoon

02 Aug
|
Scotia Wealth Management
|
Saskatoon

02 Aug

Scotia Wealth Management

Saskatoon

Requisition ID: 269025

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 team-oriented culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At Scotia McLeod, you're not just building a career—you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.

In The Role You Will

Be responsible for onboarding new client relationships through digital account opening and documentation administration

Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting

Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor

Do You Have The Skills

We would love to work with you if you have:

Experience in the securities industry

Excellent verbal and written communication

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

Whats In It For You

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable 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

Location(s): Canada: Saskatchewan : Saskatoon

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

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📌 ScotiaMcLeod Administrative Support Assistant - Saskatoon
🏢 Scotia Wealth Management
📍 Saskatoon

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