Join ScotiaMcLeod as an Administrative Associate and provide exceptional client service in Vancouver, British Columbia. You'll play an essential role in supporting Wealth Advisors and managing client relationships.

In this role, your contributions will ensure high standards of client administration and trade execution. Key tasks include aiding advisors with client trades, responding to inquiries, and handling escalations effectively. Your collaboration with various departments will enhance the firm's capability to deliver personalized wealth management solutions.

Key Responsibilities:
• Ensure effective administration by managing client processes
• Assist in regular portfolio reviews and client trade entries
• Respond to client inquiries and resolve issues efficiently




• Coordinate marketing events to drive business opportunities
• Track Wealth Advisor reports on strategies and targets

Requirements:
• Previous experience in the securities industry required
• CIRO Investment Representative approval preferred
• Solid communication and organizational skills
• Meticulous attention to detail with excellent time management
• Initiative to work independently and meet deadlines

Empower Wealth Advisors and clients through your organizational expertise at ScotiaMcLeod in Vancouver.
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📌 Client-Focused Administrative Associate Role (British Columbia)
🏢 Scotia Wealth Management
📍 British Columbia