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 workplace 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 agile, client-focused workplace.

📌 Administrative Support For Wealth Advisors Toronto (Canada)
🏢 Scotiabank
📍 Canada