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
- Robust 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.

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