Coordinate client operations for MD services in Toronto, using solid organization, Microsoft Office, and financial services knowledge. Support Advisors and Portfolio Managers.

Scotiabank’s Regional Administrative Specialist provides operational support that helps Financial Advisors and Portfolio Managers serve MD clients. You will manage documentation, client information, meeting files, inquiries, compliance follow-up, and requests for tax documents or statements. Collaboration with regional Administrators and external parties is central to the work.

Key Responsibilities:

- Process client documents and directed transaction requests
- Prepare correspondence and respond to client inquiries
- Book meetings and provide timely meeting support




- Research client concerns and contribute to special projects
- Liaise with Accountants and third parties for documents

Requirements:

- College diploma in business, commerce, or equivalent
- Demonstrated financial services industry knowledge
- Knowledge of estates, trusts, registered, and non-registered investments
- Working knowledge of CRM2 and Microsoft Office Suite
- Dedication to client service and excellent communication skills

Apply your organizational strengths, client focus, and financial knowledge to regional operations supporting MD clients in Toronto.

📌 Client Operations Specialist Toronto
🏢 MD Financial Management | Gestion financière MD
📍 Toronto