Title: ScotiaMcLeod Administrative AssociateRequisition ID: 267208ScotiaMcLeod, a cornerstone of Scotia Wealth Management® is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.At ScotiaMcLeod, you're not just building a career—you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.As a n Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administrati on and day-to-day trading of their business .IS THIS ROLE RIGHT FOR YOUIn the role you will:Ensure effectiveclient administration bymanagingall administrative processes and escalations requiring investigationConsistentlydemonstratehigh levelsof client serviceto deepen relationships; by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor andidentifyingclient needsbyresponding to client inquiries,



resolvingissuesand effecting client transactionsina timelyand responsive mannerProvide marketingassistanceby coordinating materials,eventsand seminars to increase/identify opportunities to increase assets and/or revenueSupport the growth of the business bymanagingtracking reports for Wealth Advisor to review targets, recommendations, and financial plans/conceptsBuild effective working relationships across various departmental and business line contactsby actively collaborating and sharing knowledge and experienceDO YOU HAVE THE SKILLSExperience in the securities industryApproval as anInvestmentRepresentative (IR) withthe Canadian Investment Regulatory Organization (CIRO)Excellent verbalandwrittencommunicationStrong organizationalskillsAbility to take initiative, work independently and meet deadlinesMeticulous attention to detail and excellent time management skillsExceptional client service skills, providingaprofessionaland respectfulexperienceWHAT'S IN IT FOR YOUCompetitive Compensation and Perks package including annual incentive plans,time off entitlements, Pension Plan,



Employee Share OwnershipPlanandfavourable employee rates for employee bankingThe opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.An organization committed to making a difference in our communities– for you and our clients.An inclusive working environment that encourages creativity,curiosity and celebrates success.Learning and Development – free access to Scotia Academy to upskill and develop your skills.In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.#SWMLocation(s): Canada : Quebec : MontrealScotiabank 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 .

📌 Scotiamcleod Administrative Associate (Montreal River)
🏢 Scotiabank
📍 Montreal River