Enhance Wealth Advisor success as an Administrative Associate at ScotiaMcLeod, located in Montreal, Quebec. Focus on client service through meticulous administration and proactive support. In this vital role, you will ensure effective administration for Wealth Advisors at ScotiaMcLeod, fostering solid client relations.

Your activities include managing trades, addressing inquiries, and providing marketing assistance to promote business growth. Anticipating client needs and delivering top-notch service characteristics will define your contributions. Key Responsibilities:
Oversee client administration and issue tracking
Assist with client trade execution as instructed
Organize marketing materials for events and seminars
Maintain tracking reports for business performance
Collaborate with cross-functional teams for insights Requirements:
Experience in the securities industry required
CIRO Investment Representative approval needed
Robust communication and organizational abilities
Ability to independently manage timelines
Exceptional detail-oriented mindset and time management Become an integral part of ScotiaMcLeod's mission to deliver personalized wealth management solutions.

📌 Scotiamcleod Wealth Management Associate Montreal
🏢 Scotia Wealth Management
📍 Montreal