Enhance client relations as an Administrative Associate for ScotiaMcLeod, based in Toronto, Ontario. Support Advisors in managing client portfolios and ensure compliance with regulations.

In the Administrative Associate role, you will engage with clients and assist Advisors in daily operations. Responsibilities include reviewing client needs and conducting administrative tasks to ensure timely documentation. A focus on developing marketing strategies is also key to cultivating client relationships and increasing revenue.

Key Responsibilities:
• Foster a client-focused culture enhancing service delivery
• Assist in client portfolio reviews and documentation needs
• Organize marketing events to strengthen client relations




• Track and review operational processes for efficiency
• Collaborate with team members to drive overall success

Requirements:
• Excellent written and verbal communication skills
• Organizational skills with a deadline-oriented approach
• Knowledge of industry compliance regulations
• Independent working ability as required by tasks
• Registration as an Investment Representative with CIRO

Bring your initiative and expertise to elevate client engagement and support ScotiaMcLeod in achieving its business goals.
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📌 ScotiaMcLeod Administrative Associate Role (Ontario)
🏢 Scotia Wealth Management
📍 Ontario