Requisition ID: 260386 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 collaborative 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 workplace 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.

As an Administrative Associateyou willbe responsible forcontributing to the overall success ofone or more Wealth Advisorsby ensuringa high levelof 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 Consistentlydemonstratehigh levelsof client serviceto deepenrelationships; by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor andidentifyingclient needs byresponding to client inquiries,



resolvingissuesand effecting client transactionsina timelyand responsive manner Provide marketingassistanceby coordinating materials,eventsand 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 #LI-BN1

📌 ScotiaMcLeod Administrative Associate - Brandon Branch
🏢 Scotiabank
📍 Brandon