Support Wealth Advisors in Edmonton through client administration, portfolio reviews, and day-to-day trading at ScotiaMcLeod.As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. You will deliver client service through effective administration, trade entry, and timely transaction support. The position also involves investigating escalations, identifying client needs, coordinating marketing activities, and managing tracking reports.Key Responsibilities:Manage administrative processes and investigate client escalationsSupport portfolio reviews and enter directed client tradesRespond to inquiries and resolve issues promptlyCoordinate marketing materials, events, and seminarsManage reports tracking targets, recommendations, and financial plansRequirements:Experience in the securities industryInvestment Representative approval with CIROExcellent verbal and written communicationStrong organization, initiative, and independent working abilityMeticulous attention to detail and time managementBring securities experience, client service expertise, and organized administration to ScotiaMcLeod's Edmonton wealth management team.

📌 Scotiamcleod Wealth Administration Associate (Edmonton)
🏢 Scotiabank
📍 Edmonton