As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.

Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly

Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required

Liaise with Accountants and third parties to provide tax documents or statements as requested

Perform general office duties, including reception coverage, when required

Demonstrated knowledge of the financial services industry and rules regarding estates, trusts RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues

Proficiency with Microsoft Office Suite

Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets





You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Perks, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

#

📌 Agent administratif réception (f/h) h/f (Toronto)
🏢 MD Financial Management | Gestion financière MD
📍 Toronto