Help Wealth Advisors manage client relationships and business administration in Toronto with Scotia

McLeod.

Coordinate reports, marketing, transactions, and service.

As an Administrative Associate, you will help drive the effective daily administration of one or more Wealth Advisors' businesses.

Responsibilities include managing processes and escalations, supporting portfolio reviews, responding to client inquiries, and entering directed trades.

You will collaborate across departments while coordinating materials, events, seminars, and business tracking reports.

Key Responsibilities: Administer Wealth Advisor processes and escalations
Provide timely responses to client inquiries
Enter trades directed by clients or Advisors
Coordinate seminars, events,



and marketing materials
Collaborate with departmental and business contacts
Requirements: Experience working within the securities industry
Current Investment Representative approval through CIRO
Robust organizational and time management skills
Ability to work independently and take initiative
Meticulous detail orientation and client service expertise
Support Scotia

McLeod Wealth Advisors with organized administration, business tracking, client transactions, and collaborative communication in Toronto.

📌 Toronto Wealth Advisor Business Support Associate (Canada)
🏢 Leading
📍 Canada