Drive exceptional client experiences as a Wealth Management Administrative Associate with ScotiaMcLeod in Kingston, Ontario. Your expertise will directly impact effective trading and client relationships. In this crucial role, you will collaborate closely with Wealth Advisors at ScotiaMcLeod to ensure seamless administrative operations. Candidates should possess experience in the securities industry along with excellent communication and organizational skills.

Responsibilities encompass overseeing client transactions, resolving inquiries, and coordinating marketing strategies to increase business prospects. Key Responsibilities:
Manage client administration and escalate inquiries as needed
Engage clients by supporting portfolio reviews and trade entries




Assist in marketing efforts by organizing seminars and materials
Oversee performance tracking for business initiatives
Cultivate cross-departmental relationships for knowledge sharing Requirements:
Background in the securities industry
CIRO Investment Representative (IR) approval
Proficiency in verbal and written communication
Solid organizational abilities and attention to detail
Commitment to outstanding client service and initiative Commit your administrative talents to make a significant difference at ScotiaMcLeod in Kingston.

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