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ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
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Scotia Wealth Management
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Scotia Wealth Management
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Scotia Wealth Management
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Scotia Wealth Management
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Scotia Wealth Management
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Scotia Wealth Management
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Scotia Wealth Management
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Scotia Wealth Management
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Scotia Wealth Management

ScotiaMcLeod Administrative Associate, Laval

Laval, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 26, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

Requisition ID: 277656

Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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 : Laval

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

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More about this job

Responsibilities

Provide administrative and client-service support to one or more Wealth Advisors, including managing administrative processes, responding to inquiries, resolving issues, and processing client-directed or advisor-directed trades. Coordinate marketing materials and events, maintain business tracking reports, and collaborate with internal contacts to support portfolio reviews and business growth.

Requirements

Candidates should have securities industry experience and approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO). Strong communication, organization, initiative, independent work, deadline management, attention to detail, time management, and client-service skills are required; sufficient English knowledge is also needed for regular interactions with English-speaking colleagues and clients.

Skills

Securities Industry Experience
Investment Representative Approval
Client Service
Client Administration
Trade Processing
Portfolio Reviews
Marketing Coordination
Business Growth Support
Tracking And Reporting
Verbal Communication
Written Communication
Organization
Initiative
Attention To Detail
Time Management

Benefits

Annual Incentive Plans
Paid Time Off
Pension Plan
Employee Share Ownership Plan
Favourable Employee Banking Rates
Learning And Development

Visa sponsorship

Not detected in the job text

Keywords

ScotiaMcLeod
Scotiabank
Wealth Management
Wealth Advisor
Securities Industry
Investment Representative
Canadian Investment Regulatory Organization
CIRO
Client Administration
Client Service
Portfolio Reviews
Client Trades
Trade Processing
Client Transactions
Marketing Materials
Events And Seminars
Asset Growth
Revenue Growth
Tracking Reports
Financial Plans
Client Inquiries
Issue Resolution
Business Relationships
English Communication
French Communication

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