Shape exceptional client experiences at Scotiabank as a Portfolio Administrator in Montreal. This pivotal role emphasizes assisting Relationship Managers with client account oversight and ensuring compliance with regulations. As a Portfolio Administrator, your dedication to client service will drive your success.

You will assist with account documentation, client interactions, and compliance reports while fostering a collaborative setting. Your sound technical knowledge of investment products will be essential as you work alongside Relationship Managers. Key Responsibilities:

- Support Relationship Managers in client service delivery
- Oversee compliance and risk management tasks
- Implement best practices to optimize operations
- Help prepare reports and client meeting materials
- Respond to inquiries with professionalism and accuracy Requirements:
- Relevant post-secondary education an asset
- Familiarity with investment and financial regulations
- Strong organizational and communication skills
- Capable of balancing multiple priorities
- Self-driven approach to achieving operational excellence Bring your skill set in client relations and compliance to Scotiabank’s team in Montreal and make a difference.

📌 Montreal Portfolio Administrator at Scotiabank
🏢 Scotia Wealth Management
📍 Montreal