Use securities experience and CIRO Investment Representative approval to support client transactions and service at ScotiaMcLeod in Toronto. Detail matters daily.

This Administrative Associate position supports one or more Wealth Advisors through effective administration and day-to-day business trading. You will assist with portfolio reviews, enter directed client trades, identify needs, and resolve inquiries. The role also involves coordinating seminars, supporting marketing materials, and tracking business information.

Key Responsibilities:

- Support regular portfolio reviews with Wealth Advisors
- Identify client needs during service interactions
- Effect client transactions responsively and accurately
- Coordinate materials and events for marketing support
- Track targets, recommendations, and financial plans

Requirements:

- Background in the securities industry
- CIRO approval as an Investment Representative
- Skilled and respectful client service abilities
- Independent initiative and ability to meet deadlines
- Excellent written and verbal communication

Bring securities knowledge, transaction accuracy, and responsive service to client-focused administration with ScotiaMcLeod's Toronto team.

📌 Investment Representative Client Service Associate (Toronto)
🏢 Scotiabank
📍 Toronto