Drive client service excellence as an Administrative Associate with ScotiaMcLeod in Toronto, Ontario.

Support

Advisors through portfolio reviews, client communications, and marketing initiatives. In this vital role within Global Wealth Management, you will champion a customer-focused approach while ensuring compliance with regulatory guidelines.

Your responsibilities will include assisting Advisors, managing client files, and organizing marketing opportunities to enhance revenue generation. The position demands solid administrative and communication skills to maintain effective client relations and foster teamwork. Key Responsibilities:
Champion customer-focused culture to deepen client relationships
Support Advisors with portfolio reviews and trade entries




Ensure accurate and timely client administration tasks
Provide marketing assistance to identify client asset prospects
Build effective working relationships within the branch team Requirements:
Robust organizational and communication skills
Ability to work independently and meet deadlines
Understanding of compliance regulations in finance
Post-secondary education and CIRO registration required
Knowledge of trading activities based on Advisor direction Elevate client service and operational efficiency as an Administrative Associate with ScotiaMcLeod.

📌 Administrative Associate At Scotiamcleod Toronto
🏢 Scotiabank
📍 Toronto