Become an essential support for Wealth Advisors at ScotiaMcLeod in Toronto, Ontario, as an Administrative Associate. Focus on seamless client service and operational excellence to enhance financial advising.

This Administrative Associate role at ScotiaMcLeod is designed for those passionate about client service and effective administration. You will ensure the smooth execution of client transactions and provide marketing assistance to increase asset opportunities. Collaboration is key as you build relationships within a proactive team setting focused on client success.

Key Responsibilities:
• Support administrative processes for Wealth Advisors
• Facilitate client portfolio reviews and trade entries




• Address client inquiries and resolve transactions swiftly
• Assist with marketing events and materials coordination
• Foster relationships with various business departments

Requirements:
• Previous experience in the securities industry
• Investment Representative (IR) approval by CIRO
• Excellent communication and organizational skills
• Proven ability to manage time effectively
• Meticulous attention to detail and initiative

Support Wealth Advisors at ScotiaMcLeod and thrive in a dynamic, client-focused environment.
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📌 Administrative Support for Wealth Advisors (Ontario)
🏢 Scotiabank
📍 Ontario