To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes, practices and execution methods.

The Portfolio

Administrator understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures. Actively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities Quality, timely and effective management of account opening process Coordinating and managing the end to end client onboarding processes with respect to operational and administrative processes Reviewing processes and providing recommendations to improve the client experience, add value and enhance efficiencies through implementation of best practices and ongoing process reengineering Using robust knowledge of the Bank’s, Scotia Wealth and Private Investment Counsel diverse products and services, to ensure the client’s needs are well understood, documented and satisfied Consistently executing on Scotia Wealth and PIC service standards through proactive contact, central client point of contact,



recording and maintaining the Client Contact database Responding to client and Senior Management inquiries Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately Providing Portfolio Administration support functions as required for Estate & Trust portfolios and/or direction to Portfolio Administrators. Ensuring a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue Accurate management of client information and data through use and knowledge of applicable systems Preparing materials for business development meetings Identifying referral opportunities to Scotia Wealth partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners Risk Management/Compliance Minimizing the Bank’s exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct Supporting the Relationship Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures in order to remediate non-compliance in the business.





Adhering to bank and firm standards, policies and business practices to ensure that Private Investment Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts Contributing to the effective functioning of the Private Investment Counsel team Building effective working relationships across the team and with various business line, internal and external stakeholders Actively participating and contributing to coaching sessions, touchbases and team meetings University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent CSC, industry experience and/or Investment management knowledge is an asset Proficient in the completion of a Financial Plan Scotiabank is a leading bank in the Americas.

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, please click here. We thank all applicants for their interest in a career at Scotiabank;

📌 Scotia Jarislowsky Fraser Portfolio Administrator (Vancouver)
🏢 Scotiabank
📍 Vancouver