20 Oct
|
Scotia Wealth Management
|
Markham
20 Oct
Scotia Wealth Management
Markham
Build your career in wealth management with ScotiaMcLeod as an Administrative Associate in Markham. Utilize your organizational skills and client service expertise in a team-oriented setting. ScotiaMcLeod, a leader in wealth management since 1921, is seeking an Administrative Associate.
This position is ideal for recent graduates from commerce, business, or finance programs eager to support advisors and enhance client relationships. You will coordinate marketing materials, manage client transactions, and ensure effective reporting for Wealth Advisors to track targets and financial plans. Key Responsibilities:
Ensure effective administration for client-related processes
Support regular portfolio reviews and client trades
Coordinate marketing events and materials to drive opportunities
Manage tracking reports for Wealth Advisors
Collaborate across departments to share knowledge Requirements:
Experience in the securities industry preferred
Investment Representative approval with CIRO
Solid communication and organizational skills
Ability to work independently and meet deadlines
Detail-oriented with exceptional client service skills Bring your passion for the investment industry and contribute to ScotiaMcLeod’s commitment to client success.
📌 Administrative Associate At Scotiamcleod Markham
🏢 Scotia Wealth Management
📍 Markham