Support Wealth Advisors as an Administrative Associate at ScotiaMcLeod in Vancouver, British Columbia.

Your role will focus on delivering superior client service and effective 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.

📌 Administrative Associate Wealth Management Vancouver
🏢 Scotia Wealth Management
📍 Vancouver