Join Scotiabank's agile team as a Portfolio Administrator, enhancing client relationships in Toronto. Excel in client service while assisting in business development activities.

As a Portfolio Administrator, you'll provide essential support to Relationship Managers, focusing on executing business planning and client wealth strategies. Your role will encompass managing client communications, coordinating business development initiatives, and maintaining compliance with regulations. A thorough understanding of Scotia Wealth's products will help you identify opportunities and deliver unparalleled client service.

Key Responsibilities:
• Assist in coordinating business development and marketing activities
• Prepare and customize client reports and materials




• Maintain accurate client files and information
• Manage client inquiries professionally and promptly
• Support onboarding processes and follow up on documentation

Requirements:
• University degree in Business or Finance
• Minimum two years of relevant industry experience
• Strong organizational and detail-oriented skills
• Self-motivated with a goal-oriented approach
• Knowledge of investment management principles

Become a vital part of Scotiabank's mission by excelling in client service and business development support in Toronto.
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📌 Portfolio Administrator with Business Development Focus (Ontario)
🏢 Scotia Wealth Management
📍 Ontario