Wealth Admin & Client Services Specialist (Ontario)

Wealth Admin & Client Services Specialist (Ontario)

24 Sep
|
Scotia Wealth Management
|
Ontario

24 Sep

Scotia Wealth Management

Ontario

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support one or more Wealth Advisors with a high level of client service and day-to-day trading activities.
In this role you will manage client administration, assist with portfolio reviews and client trades, coordinate materials and events, and help track targets and financial plans while collaborating across departments to grow the business.

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📌 Wealth Admin & Client Services Specialist (Ontario)
🏢 Scotia Wealth Management
📍 Ontario

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