Support Wealth Advisors as an Administrative Associate at ScotiaMcLeod in Vancouver, British Columbia. Your role will focus on delivering superior client service and efficient administration.

As a vital member of our team, you'll ensure smooth business operations through effective support in administrative tasks and client service initiatives. The position emphasizes managing client inquiries, assisting with trades, and collaborating with various departments to enhance client experiences. You'll be at the heart of our commitment to service excellence.

Key Responsibilities:
• Manage administrative processes for effective client service
• Support portfolio reviews and execute client trades as needed
• Address client queries and resolve issues swiftly




• Assist in organizing marketing materials and events
• Maintain tracking reports for financial strategies and recommendations

Requirements:
• Background in the securities industry is preferred
• CIRO Investment Representative approval is a must
• Exceptional verbal and written communication
• Highly organized with solid attention to detail
• Ability to take initiative and work independently

Utilize your administrative acumen to enhance client relationships and support ScotiaMcLeod’s mission in Vancouver.
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📌 Administrative Associate - Wealth Management (British Columbia)
🏢 Scotia Wealth Management
📍 British Columbia