IIA Assistant Branch Administrator, Scotia

McLeod, GWM - 12 Month Contract
Requisition ID: 268544
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, 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.
**Purpose:**
The Assistant BA is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies.
**Major Accountabilities:**
1.

Assist in the management of branch support staff by: Resolving escalated issues
Providing ongoing employee recognition
Acting as a resource to provide information, contacts and direction for questions and escalations
**2.

Assist the Branch Management Team by:**
Completing all administrative duties, including filing, storage and report distribution
Processing all expenses and following up on outstanding issues
Building spreadsheets and maintaining databases as necessary
Running or assisting management with New Issues
Compiling documentation regarding compliance issues




Co-ordinating and tracking daily and monthly supervision requests as directed by Branch Manager
Maintaining compliance spreadsheets (Insider and Control Block, etc
Completing and submitting the Monthly Error Report
Maintaining the Branch Research Distribution System
Assisting with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
Administering the branch client account (house accounts)
Co-ordinating building facilities maintenance
Scheduling branch meetings, including external speakers
Assisting with interviews of support staff
Ensuring the quality and efficiency of branch operations
Onboarding of recent experienced Advisors and their teams, by acting as a resource and liaison
Working to resolve any issues on systems that have been escalated by Branch Systems Administrator (BSA)
**3.

Contribute to the effective functioning of the branch team by:**
Building effective working relationships across the team and with various business line andcorporate function contacts
Maintaining a high level of customer service
Facilitating a culture of open and honest communication
Actively participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan
**Education/Work Experience/Designations**
Excellent written and verbal communication skills




Strong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines
Ability to multi task
Knowledge of Microsoft systems: Word, Excel and Power

Point
Previous industry experience
Post secondary education
Canadian Securities course
Conduct and Practices Handbook (CPH )
IRT training Or willing to complete required courses to become licensed
Work independently on specific tasks, ability to prioritize where required and escalate when necessary
Cheque signing authority as co-signatory as required
Location(s):
Canada: Ontario : Toronto
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.

If you require technical assistance, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) .

Candidates must apply directly online to be considered for this role.

We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

📌 IIA Assistant Branch Administrator, ScotiaMcLeod, GWM - 12 Month Contract (Toronto)
🏢 Scotiabank
📍 Toronto