Support Financial Planners with client relationships and operational excellence as an Administrative Assistant at Scotiabank in Edmonton. This is primarily a work-from-home role with required in-office client meetings.

Scotiabank’s Scotia Financial Planning Team seeks a self-motivated Administrative Assistant to support wealth management business acquisitions and target-market relationships. You will coordinate day-to-day administrative activities, enable Financial Planner portfolio growth, and contribute to the national Administration team. The position emphasizes client experiences, business controls, and cross-functional partnerships.

Key Responsibilities:

- Support Financial Planners developing wealth management business acquisitions
- Execute National Practice Standards capacity enablers
- Complete day-to-day administrative tasks and activities




- Deliver exceptional client experiences and service excellence
- Build cross-functional partnerships supporting business outcomes

Requirements:

- Solid organization, prioritization, processing, and inputting skills
- Excellent interpersonal, communication, listening, and rapport-building abilities
- Investment sales process understanding and financial planning experience
- Post-secondary business degree or equivalent working experience
- Required Mutual Fund License and hybrid availability

Bring administrative discipline, client focus, and investment sales knowledge to support Financial Planners and Scotiabank clients in Edmonton.

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📌 Wealth Management Administrative Assistant (Edmonton)
🏢 Scotiabank
📍 Edmonton