Wealth Portfolio Administrator — Client Services & Onboarding (Burlington)

Wealth Portfolio Administrator — Client Services & Onboarding (Burlington)

02 Oct
|
Scotiabank
|
Burlington

02 Oct

Scotiabank

Burlington

Scotiabank is seeking a Portfolio Administrator in Burlington, Canada, to work closely with Relationship Managers in managing the book of business and delivering exceptional client service. You will support portfolio administration, client onboarding, reporting, and collaboration with internal partners to achieve strategic objectives.

The role emphasizes understanding clients’ financial needs, risk tolerance, and long-term goals, while ensuring compliance and process improvements across

📌 Wealth Portfolio Administrator — Client Services & Onboarding (Burlington)
🏢 Scotiabank
📍 Burlington

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