IIA Administrative Associate, ScotiaMcLeod (Toronto)

IIA Administrative Associate, ScotiaMcLeod (Toronto)

09 Aug
|
Scotiabank
|
Toronto

09 Aug

Scotiabank

Toronto

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

IIA Administrative Associate, ScotiaMcLeod

Overview

The International Investment Advisory team at Scotiabank seeks an Administrative Associate to support Wealth Advisors by ensuring a high level of client service through effective administration and day‑to‑day trading support.

Responsibilities

- Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
- Consistently demonstrate high levels of client service to deepen relationships; supporting the advisor in regular reviews of portfolios by entering client trades as directed, identifying client needs, responding to inquiries, resolving issues, and effecting transactions in a timely and responsive manner.
- Provide marketing assistance by coordinating materials, events and seminars to increase or identify opportunities to grow assets and/or revenue.
- Support business growth by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts.
- Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience.

Qualifications

- Experience in the securities industry.
- Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).




- Excellent verbal and written communication skills.
- Strong organizational skills and meticulous attention to detail.
- Ability to take initiative, work independently, and meet deadlines.
- Exceptional client service skills, providing a professional and respectful experience.
- Excellent time management skills.

Benefits

- Competitive compensation and benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan, and favourable employee rates for banking.
- Opportunity to join a forward‑thinking organization surrounded by a collaborative team of innovative thinkers.
- Commitment to making a difference in communities for clients and employees alike.
- Inclusive working environment that encourages creativity, curiosity, and celebrates success.
- Learning and development via free access to Scotia Academy to upskill and develop your skills.

Spanish language skills are considered an asset but are not required.

Location

Toronto, Ontario, Canada

Scotiabank is committed to creating and maintaining an inclusive and accessible setting 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.

📌 IIA Administrative Associate, ScotiaMcLeod (Toronto)
🏢 Scotiabank
📍 Toronto

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