Support Financial Advisors and Portfolio Managers in Toronto through accurate client documentation, transaction processing, and responsive administrative service. Maintain high standards for MD clients.
As a Regional Administrative Specialist with Scotiabank, you will provide administrative and operational support across a regional team. Your work includes client records, meeting preparation, inquiries, compliance tasks, and financial services documentation. The position serves current and prospective MD clients while coordinating with Advisors, Portfolio Managers, Accountants, and third parties.
Key Responsibilities: Prepare client documentation and input transaction requests
Maintain accurate client contact databases and recorded notes




Book client meetings and prepare related files
Track inquiries and issues through resolution
Complete compliance logs and follow up on paperwork
Requirements: College diploma in business, commerce, or equivalent
Knowledge of financial services rules and tax-related issues
Proficiency with Microsoft Office Suite
Working knowledge of CRM2
Solid organization, detail, follow-through, and communication skills
Bring client service, financial services knowledge, and precise administration to Scotiabank’s Toronto regional support team.

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📌 Regional Financial Services Administrator (Ontario)
🏢 MD Financial Management | Gestion financière MD
📍 Ontario