Deliver client service in Toronto through portfolio administration, relationship management support, and accurate execution of wealth servicing activities.
As a Portfolio Administrator, you support Relationship Managers across client service, business development, and operational excellence. You act as a client contact, coordinate onboarding, manage documentation, and help implement wealth strategies. The role also requires attention to risk appetite, compliance, and internal procedures.
Key Responsibilities: Respond to client inquiries and execute cash management requests
Coordinate account opening and end-to-end client onboarding
Prepare correspondence, customized reports, and annual review materials
Support Relationship Managers with business planning and prospecting




Maintain accurate client information, files, and contact records
Requirements: University degree, college diploma, or equivalent qualification
Two years of industry experience
Solid relationship management and communication skills
Proficiency supporting sales and business development activities
CSC, investment management knowledge, or industry experience is an asset
Support Toronto clients and Relationship Managers through organized portfolio administration, responsive service, and compliant wealth management execution.

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📌 Portfolio Administrator Client Service (Ontario)
🏢 Scotiabank
📍 Ontario