ScotiaMcLeod Administrative Associate
As an Administrative Associate, you will support wealth advisors by ensuring excellent client service and managing day‑to‑day trading and administrative tasks.

Responsibilities

Manage all administrative processes and escalations requiring investigation.

Consistently demonstrate high levels of client service to deepen relationships.

Support the advisor in regular portfolio reviews, entering client trades as directed, and identifying client needs.

Respond to client inquiries, resolve issues, and effect client transactions in a timely and responsive manner.

Provide marketing assistance by coordinating materials, events and seminars to increase and identify opportunities to increase assets and/or revenue.

Track reports for Wealth Advisor 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.





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.

Benefits

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.

Opportunity to join a forward‑thinking organization with a collaborative team of innovative thinkers.

Inclusive working workplace that encourages creativity, curiosity, and celebrates success.

Learning and development – free access to Scotia Academy to upskill and develop your skills.

Employee Referral Program – Potential reward of $1,000.00.

Location: Canada: Alberta: Calgary

If you require accommodation (including 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 Associate (Alberta)
🏢 Scotiabank
📍 Alberta