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Added 7 mins ago
Sales Associate
Laura Canada
Oshawa, ON
As a Sales Associate in women’s fashion, you possess a passion for fashion and personalized customer service. You will be part of a winning team that provides a unique and memorable…
Added 7 mins ago
Stylist
Laura Canada
Toronto, ON · Etobicoke, ON
As a Sales Associate in women’s fashion, you possess a passion for fashion and personalized customer service. You will be part of a winning team that provides a unique and memorable…
Added 10 mins ago
PC
Cloud Infrastructure Engineer, Senior Associate
PwC Canada
Toronto, ON
- Full-time
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your…
Added 10 mins ago
OM
Associate Director, Programmatic
Omnicom Media
Toronto, ON
- Full-time
The Associate Director, Programmatic is a senior leader responsible for delivering best-in-class programmatic solutions across a dedicated client portfolio. This role provides thought…
Added 10 mins ago
PC
Cloud Infrastructure Engineer, Senior Associate
PwC Canada
Ottawa, ON
- Full-time
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your…
Added 26 mins ago
S
Seasonal Associate
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- $19.85 to $24.8 CAD / hour
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Added 56 mins ago
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Richter
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- Full-time
Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, a full-service business advisory firm, founded in 1926. RCI serves its clients with a multidisciplinary group of 6…
Added 56 mins ago
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- Full-time
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Added 56 mins ago
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- Full-time
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Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
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Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
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Added 1 hour ago
Store Associate
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…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 1 hour ago
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Customer Experience Associate
TD
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- Part-time
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Added 1 hour ago
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Senior Associate, Capital Advisory
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- Full-time
Make an impact with our Corporate Finance team as a Senior Associate, Capital Advisory. This diverse team of professionals helps clients assess, structure and execute financing solutions…
Added 1 hour ago
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Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 1 hour ago
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Part Time Seasonal Associate - BOSS St. Bruno
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Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 2 hours ago
Store Associate
Sherwin-Williams
Sherwood Park, AB
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 2 hours ago
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Registration and Financial Aid Associate
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Calgary, AB
- Full-time
The Registration and Financial Aid Associate reports directly to the Assistant Registrar, Registration and Financial Aid, and provides support to the operations of the Registration and…
Added 3 hours ago
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Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
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Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 3 hours ago
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Tax Litigation Associate
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Added 3 hours ago
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Customer Experience Associate
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Added 3 hours ago
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Added 3 hours ago
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Cloud Architecture & Engineering, Director
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…solvers, helping to solve business issues, deliver high-quality client service and operational efficiency. Responsibilities include but are not limited…
Added 4 hours ago
OS
Facilties Associate
Opensity Solutions
Toronto, ON · Greater Toronto Area, Canada
- $26 CAD / hour
- Full-time
The Facilities Associate at Opensity Solutions is responsible for supporting the daily operation, maintenance, and hospitality functions of the workplace environment to ensure a safe,…
Added 4 hours ago
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Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
PwC Canada
Vancouver, BC
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As a Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities…

Scotia Wealth Management

ScotiaMcLeod Administrative Associate - Waterloo

Waterloo, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 22, 2026
Posting language: English
Posted: Oct 23, 2026

Original job description

Requisition ID: 276839

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

BRIEF INTRODUCTION

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.

#SWM

Location(s): Canada : Ontario : Waterloo

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.

Apply About employer

More about this job

Responsibilities

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

Requirements

Candidates should have securities industry experience and approval as an Investment Representative (IR) with CIRO. They should also demonstrate strong communication and organizational skills, initiative, independence, attention to detail, time management, deadline management, and exceptional client service.

Skills

Client Service
Client Administration
Securities Industry Experience
Investment Representative Approval
Verbal Communication
Written Communication
Organization
Initiative
Independent Work
Deadline Management
Attention To Detail
Time Management
Portfolio Reviews
Trade Processing
Marketing Coordination
Relationship Building

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

Wealth Management
Wealth Advisor
Securities Industry
Investment Representative
CIRO
Client Administration
Client Service
Portfolio Reviews
Client Trades
Trade Processing
Client Transactions
Escalation Management
Marketing Materials
Events And Seminars
Business Growth
Tracking Reports
Financial Plans
Relationship Building
Banking
Scotia Academy

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