Drive client service excellence as an Administrative Associate with ScotiaMcLeod in Toronto, Ontario. Support Advisors through portfolio reviews, client communications, and marketing initiatives.In this vital role within Global Wealth Management, you will champion a customer-focused approach while ensuring compliance with regulatory guidelines. Your responsibilities will include assisting Advisors, managing client files, and organizing marketing opportunities to enhance revenue generation.



The position demands robust administrative and communication skills to maintain effective client relations and foster teamwork.Key Responsibilities:Champion customer-focused culture to deepen client relationshipsSupport Advisors with portfolio reviews and trade entriesEnsure accurate and timely client administration tasksProvide marketing assistance to identify client asset opportunitiesBuild effective working relationships within the branch teamRequirements:Strong organizational and communication skillsAbility to work independently and meet deadlinesUnderstanding of compliance regulations in financePost-secondary education and CIRO registration requiredKnowledge of trading activities based on Advisor directionElevate client service and operational efficiency as an Administrative Associate with ScotiaMcLeod.

📌 Administrative Associate At Scotiamcleod (Toronto)
🏢 ScotiaMcLeod
📍 Toronto