Join ScotiaMcLeod as an Administrative Associate in Toronto, Ontario, where your skills will enhance client service and operations. This role involves direct support for Wealth Advisors and client interactions.

As a vital team member, you’ll ensure high levels of client satisfaction through effective administration and client trade management. Your responsibilities include responding to client inquiries, assisting in portfolio reviews, and coordinating marketing efforts for business growth. Strong organizational skills and attention to detail are essential.

Key Responsibilities:
• Oversee administrative processes and client escalations
• Execute trades as directed by clients or Advisors




• Assist with marketing materials and event coordination
• Track metrics for reviewing financial objectives
• Build relationships across departments for knowledge sharing

Requirements:
• Securities industry experience required
• CIRO Investment Representative approval mandatory
• Solid verbal and written communication skills
• Excellent organizational abilities
• Initiative, independence, and deadline management

Make a significant impact on client experiences while growing your career at ScotiaMcLeod.
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📌 Wealth Management Administrative Associate (Ontario)
🏢 Scotia Wealth Management
📍 Ontario