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 collaborative 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
• Solid 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.

📌 Montreal Portfolio Administrator at Scotiabank
🏢 Scotia Wealth Management
📍 Montreal