Shape exceptional client experiences at Scotiabank as a Portfolio Administrator in Montreal. This pivotal role emphasizes assisting Relationship Managers with client account oversight and ensuring compliance with regulations.

As a Portfolio Administrator, your dedication to client service will drive your success. You will assist with account documentation, client interactions, and compliance reports while fostering a team-oriented environment. Your sound technical knowledge of investment products will be essential as you work alongside Relationship Managers.

Key Responsibilities:
• Support Relationship Managers in client service delivery
• Oversee compliance and risk management tasks
• Implement best practices to optimize operations




• Help prepare reports and client meeting materials
• Respond to inquiries with professionalism and accuracy

Requirements:
• Relevant post-secondary education an asset
• Familiarity with investment and financial regulations
• Strong organizational and communication skills
• Capable of balancing multiple priorities
• Self-driven approach to achieving operational excellence

Bring your skill set in client relations and compliance to Scotiabank’s team in Montreal and make a difference.
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📌 Montreal Portfolio Administrator at Scotiabank (Quebec City)
🏢 Scotia Wealth Management
📍 Quebec City