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 team-oriented 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
Solid 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