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.