Jobs in Canada

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Added 6 hours ago
Senior Associate- IAM
Pwc Canada
Toronto, ON
Full-time
…Enterprise Access Management (EAM) and Identity Governance & Administration (IGA). As a Senior Associate, you will work as part of a team of problem solvers, helping to solve complex…
Added 6 hours ago
Office Manager
BC Legal Management Association
BC · West Vancouver, BC
Other
We represent a wide variety of unions in both the private and public sectors, across numerous industries and in both provincial and federal jurisdictions. Koskie Glavin Gordon is highly…
Added 12 hours ago
Senior Client Service Associate, Toronto, ON
Scotiabank
Toronto, ON
The Senior Client Services Associate contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, and initiatives are executed / delivered…
Added 17 hours ago
Private Banking Associate
National Bank of Canada
Vancouver, BC
Full-time
Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax…
Added 2 days ago
Associé·e, Investissements (Bilingue)
Canada Infrastructure Bank/ Banque de l'infrastructure du Canada
Montreal, QC
Full-time
Diplôme de premier cycle en économie, en administration des affaires, en finances, en génie, en mathématiques ou l’équivalent
Added 8 days ago
PIA Client Service Associate
TD
Kamloops, BC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 8 days ago
PIA Client Service Associate
TD
Regina, SK
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 7 days ago
PIA Client Service Associate
TD
Saanich, BC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 5 days ago
PIA Client Service Associate
TD
Mississauga, ON
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 8 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 7 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides…
Added 17 days ago
Trust Associate, Scotiatrust - Montreal/Quebec City
Scotiabank
Montreal, QC
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…
Added 4 days ago
Financial Transformation, Senior Associate
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
Full-time
As a Financial Transformation, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 4 days ago
Associate Director Administration
McGill University
Brown Student Serv.
Full-time
Reporting to the Senior Director of Student Services, the Associate Director, Administration is responsible for strategic resource planning and reporting across the Student Services…
Added 3 days ago
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Montreal, QC
Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 3 days ago
Associate
RBC Dominion Securities
Calgary, AB
Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 4 days ago
ScotiaMcLeod Administrative Associate
Scotiabank
Montreal, QC
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 4 days ago
Associate
RBC
Calgary, AB
Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 4 days ago
Associate, Corporate Development
Tenstorrent
Toronto, ON
…technology to partners worldwide. The Corporate Development Associate leads client-facing analysis for the strategic deals side of the team, owning the evaluation, structuring, and…
Added 4 days ago
Associate
Royal Bank of Canada
Calgary, AB
Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 3 days ago
Associate, Private Client Group
Beutel, Goodman & Company Ltd.
Toronto, ON
Full-time
The Associate will work closely with Portfolio Managers to support high-net-worth clients within the Beutel Goodman Private Client Group (PCG). As a key contact for administrative matters,…
Added 3 days ago
Wealth Associate
National Bank of Canada
Sherbrooke, QC
Full-time
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you…
Added 4 days ago
Client Experience Associate
Harbourfront Wealth Management
Toronto, ON
$60,000 to $80,000 CAD / year
Full-time
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across…
Added 5 days ago
Associate Director, Asset Based Lending
Royal Bank of Canada
Toronto, ON
Full-time
In this role, you will be part of the Corporate Client Group – Asset Based Lending Portfolio Management team, which acts as mid-market Corporate Banking for RBC's Canadian Banking Asset…
Added 5 days ago
Associate Director, Asset Based Lending
RBC
Toronto, ON
Full-time
In this role, you will be part of the Corporate Client Group – Asset Based Lending Portfolio Management team, which acts as mid-market Corporate Banking for RBC's Canadian Banking Asset…

Scotia Wealth Management

ScotiaMcLeod Administrative Associate

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 18, 2026
Posting language: English
Posted: Sep 18, 2026

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Original job description

Requisition ID: 267208

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture - life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career - you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.

IS THIS ROLE RIGHT FOR YOU

In The Role You Will

Ensure effective client administration by managing all administrative processes and escalations requiring investigation
Consistently demonstrate high levels of client service to deepen relationships;
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
by responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

Do You Have The Skills

We would love to work with you if you have:

Experience in the securities industry
Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
Excellent verbal and written communication
Strong organizational skills
Ability to take initiative, work independently and meet deadlines
Meticulous attention to detail and excellent time management skills
Exceptional client service skills, providing a professional and respectful experience

What’s In It For You

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
An organization committed to making a difference in our communities– for you and our clients.
An inclusive working environment that encourages creativity, curiosity and celebrates success.
Learning and Development – free access to Scotia Academy to upskill and develop your skills.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SWM

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

The Administrative Associate supports Wealth Advisors by managing administrative processes, executing client trades, and ensuring high-quality service. They also assist with marketing initiatives, event coordination, and tracking business growth targets.

Requirements

Candidates must have experience in the securities industry and hold approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO). Strong communication, organizational, and client service skills are essential for this role.

Skills

Securities industry experience
Investment representative
CIRO approval
Verbal communication
Written communication
Organizational skills
Time management
Client service
Trading
Marketing assistance
Relationship management
Problem solving
Collaboration
Financial planning
Reporting

Benefits

Annual incentive plans
Time off entitlements
Pension plan
Employee share ownership plan
Favourable employee banking rates
Learning and development

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
ScotiaMcLeod
Securities industry
CIRO
Investment representative
Client service
Trading
Portfolio reviews
Marketing
Financial plans
Wealth advisor
Administration
Banking
Relationship management
Reporting
Events
Seminars
Enriched Thinking
Compliance
Communication

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