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 AdvisorsIdentify client needs during service interactionsEffect client transactions responsively and accuratelyCoordinate materials and events for marketing supportTrack targets, recommendations, and financial plansRequirements:Background in the securities industryCIRO approval as an Investment RepresentativeProfessional and respectful client service abilitiesIndependent initiative and ability to meet deadlinesExcellent written and verbal communicationBring securities knowledge, transaction accuracy, and responsive service to client-focused administration with ScotiaMcLeod's Toronto team.

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