Wealth Admin & Client Services Specialist (Owen Sound)

25 Sep

Scotia Wealth Management

Owen Sound

25 Sep

Scotia Wealth Management

Owen Sound

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.

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

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