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Added 2 hours ago
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Customer Experience Associate - Canmore, AB (22.5 hours/week)
Scotiabank
Canmore, AB
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 8 hours ago
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Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Department / Research Program: CHHD – Child Health and Human Development
Added 9 hours ago
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Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Full-time
Utilizes corporate Sales Tracking Tools and Dashboard to set sales goals and to meet targets
Added 10 hours ago
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Senior Engineer, Cloud Operations
Sleep Country
Brampton, ON
- Full-time
Implement automated build, test, and deployment processes in collaboration with DevOps and development teams, reducing manual effort and improving consistency across environments.
Added 12 hours ago
TC
Retail Sales Associate PT Winners Confederation
TJX Canada – Winners, Marshalls, HomeSense
Saskatoon, SK
- Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 14 hours ago
LC
Beauty Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Barrie, ON
- Full-time
Utilizes corporate Sales Tracking Tools and Dashboard to set sales goals and to meet targets
Added 14 hours ago
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Retail Sales Associate PT Winners Confederation
The TJX Companies, Inc.
Saskatoon, SK
- Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 16 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Burnaby, BC
- Part-time
Provides effective leadership and ongoing mentorship and ensures development of all staff
Added 16 hours ago
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Manager, Delivery - Digital & Data
Dormez-vous
Montreal, QC
- Full-time
Why members of our Corporate team love working at Sleep Country Canada/Dormez-vous?:
Added 16 hours ago
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Sales Associate (Rimouski) - Talent Pipeline
Dormez-vous
Rimouski, QC
- Full-time
Associate Discount Program where you will be able to enjoy some of the world’s best sleep products
Added 16 hours ago
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Sales Associate (Victoriaville) - Full Time Permanent
Dormez-vous
Victoriaville, QC
- Full-time
Associate Discount Program where you will be able to enjoy some of the world’s best sleep products
Added 17 hours ago
MI
Senior Associate, Genesis, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help…
Added 17 hours ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Barrie, ON
- Full-time
Utilizes corporate Sales Tracking Tools and Dashboard to set sales goals and to meet targets
Added 17 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Provides effective leadership and ongoing mentorship and ensures development of all staff
Added 17 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Provides effective leadership and ongoing mentorship and ensures development of all staff
Added 20 hours ago
TC
Associé / Associée de Magasin de Détails Temps Partiel Winners/HomeSense - Méga Centre Lebourgneuf -
TJX Companies
QC · Ville de Québec, Quebec
- Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 20 hours ago
TC
Coordonnateur / Coordonnatrice de Magasin de Détail Temps Plein Winners - Promenades Drummondville
TJX Companies
Drummondville, QC
- Full-time
Comprehensive training and development resources designed to help you learn, grow, and succeed.
Added 20 hours ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Support the development and periodic review of the study's risk-based monitoring strategy.
Added 20 hours ago
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Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Department / Research Program: CHHD – Child Health and Human Development
Added 20 hours ago
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Warehouse Associate (Pointe-Claire)
Dormez-vous
Pointe-Claire, QC
- Full-time
Associate Discount Program where you will be able to enjoy some of the world’s best sleep products
Added 20 hours ago
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Sales Associate (Chicoutimi) - Talent Pipeline
Dormez-vous
Saguenay, QC · Chicoutimi, QC
- Full-time
Associate Discount Program where you will be able to enjoy some of the world’s best sleep products
Added 20 hours ago
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Sales Associate (Quebec City Region) - Talent Pipeline
Dormez-vous
Quebec, QC
- Full-time
Associate Discount Program where you will be able to enjoy some of the world’s best sleep products
Added 21 hours ago
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Temporary Full-Time Associate Fleet Technician
BCAA
Burnaby, BC
- Full-time
Every day brings something new in this fast-paced, hands-on role. As a Temporary Full-Time Associate Fleet Technician, you’ll use your mechanical expertise and problem-solving skills to…
Added 22 hours ago
D
Sales Associate - Laval
Dormez-vous
Laval, QC
- Full-time
Associate Discount Program where you will be able to enjoy some of the world’s best sleep products
Added 22 hours ago
D
Sales Associate (Griffintown)
Dormez-vous
Montreal, QC
- Full-time
Associate Discount Program where you will be able to enjoy some of the world’s best sleep products

Scotia Wealth Management

ScotiaMcLeod Administrative Associate - Markham

Markham, ON, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Sep 28, 2026

Original job description

Requisition ID: 274925

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.

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 needsby 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. #SWM

Location(s): Canada : Ontario : Markham

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

Manage client administration, investigate and resolve escalations, respond to inquiries, and support portfolio reviews and client-directed transactions. Coordinate marketing materials and events, maintain business tracking reports, and collaborate with colleagues to support business growth and client relationships.

Requirements

Candidates need securities industry experience and approval as an Investment Representative with CIRO. They should have strong communication, organizational, time-management, and client-service skills, with initiative, independence, attention to detail, and the ability to meet deadlines.

Skills

Client Service
Client Administration
Securities Industry Experience
Investment Representative Approval
Portfolio Reviews
Trade Entry
Client Transactions
Issue Resolution
Marketing Coordination
Business Growth Support
Tracking Reports
Verbal Communication
Written Communication
Organization
Time Management
Attention To Detail

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
Scotia Wealth Management
Wealth Management
Securities Industry
Investment Representative
CIRO
Client Administration
Client Service
Portfolio Reviews
Client Trades
Client Transactions
Escalation Management
Issue Resolution
Marketing Materials
Events And Seminars
Business Growth
Tracking Reports
Financial Plans
Wealth Planning
Investment Advisory
Relationship Management
Communication
Organization
Time Management
Attention To Detail

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