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Added 13 mins ago
ZC
Senior Underwriter, Property
Zurich Canada
Montreal, QC
- Full-time
Proven sales and business development mindset with the ability to identify growth opportunities and drive profitable results
Added 13 mins ago
R
Associate Producer
Radio-Canada
Regina, SK
- Full-time
…independent-thinking journalist/producer for a unique role as associate producer for the content diversification and creator network unit. This is a full-time, permanent position based in…
Added 13 mins ago
SW
ScotiaMcLeod Administrative Associate - Toronto Plaza
Scotia Wealth Management
Toronto, ON
- 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 13 mins ago
ZC
Senior Financial Lines Underwriter
Zurich Canada
Waterloo, ON
- Full-time
…team to analyze and underwrite new and renewal Financial Lines business while building and maintaining strong relationships with broker…
Added 13 mins ago
ZC
Senior Financial Lines Underwriter
Zurich Canada
Montreal, QC
- Full-time
…team to analyze and underwrite new and renewal Financial Lines business while building and maintaining strong relationships with broker…
Added 13 mins ago
BP
Corporate Credit Analyst – Summer 2027 Intern
BNP Paribas
Montreal, QC
- Internship
…skillsets & experience which are instrumental to longer-term career development & success in corporate & investment…
Added 15 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Coquitlam, BC
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 15 mins ago
TS
The Shoe Co. - Supervisor Part-time
The Shoe Co.
Winnipeg, MB
- Part-time
Assumes a leadership role with responsibility for maximizing store business results by consistently creating exceptional Customer experiences.
Added 15 mins ago
Summer 2027 Mars Canada Strategic Customer Supply Chain Internship
Mars
Toronto, ON · BOL-Mars Canada Inc.
As an Associate, you are empowered with the freedom and tools to be yourself, to forge your own path, to build relationships across our global community, to discover the right opportunities…
Added 15 mins ago
DSW: Sales Associate
DSW-Designer Shoe Warehouse
Winnipeg, MB
We’re looking for a (Part-time) Sales Associate for our DSW banner who will put their best foot forward.
Added 15 mins ago
W
Analyst, Walmart Services: WMC Systems Administrator
Walmart
Mississauga, ON
- Full-time
…primary point of contact for Salesforce and other internal business platforms. The System Administrator will manage day-to-day system configuration, user access, data quality, reporting,…
Added 15 mins ago
W
(CAN) Senior Manager, Data Analytics
Walmart
Mississauga, ON
- Full-time
The Senior Manager, Data Analytics will lead a high-performing team that turns data into clear business decisions and measurable action. This role blends strong analytical and technical…
Added 15 mins ago
W
Customer Service Manager
Walmart
Orleans, ON
- Part-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 15 mins ago
A&
General Manager - Toronto Eaton Center, A&F
Abercrombie & Fitch Co.
Toronto, ON
- Full-time
As an Abercrombie & Fitch Co. (A&F Co.) associate, you’ll be eligible to participate in a variety of benefit programs designed to fit you and your lifestyle. A&F is committed to providing…
Added 15 mins ago
S
Category Growth Specialist, Protein
Sysco
AB · Sysco Edmonton
- Full-time
…district category penetration opportunities and growing new business within category, with the expectation of achieving assigned business goals while enhancing the customer experience. This…
Added 15 mins ago
E
Associate Director, Commercial Sales and Business Development
EPCOR
AB · Edmonton, Alberta
- Full-time
As Associate Director, Commercial Sales & Business Development, you'll play a key role in expanding Encor's commercial footprint across Alberta. You'll lead a team of Account Managers while…
Added 15 mins ago
Seasonal Retail Sales Associate, Smithers
Bell
Smithers, BC
Opportunity for career growth, development and promotions
Added 17 mins ago
ZC
Senior Financial Lines Underwriter
Zurich Canada
Toronto, ON
- Full-time
…team to analyze and underwrite new and renewal Financial Lines business while building and maintaining strong relationships with broker…
Added 17 mins ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Vancouver, BC
- 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 17 mins ago
ZC
Senior Financial Lines Underwriter
Zurich Canada
Vancouver, BC
- Full-time
…team to analyze and underwrite new and renewal Financial Lines business while building and maintaining strong relationships with broker…
Added 17 mins ago
ZC
Senior Financial Lines Underwriter
Zurich Canada
Calgary, AB
- Full-time
…team to analyze and underwrite new and renewal Financial Lines business while building and maintaining strong relationships with broker…
Added 17 mins ago
S+
Electrical Project Manager
Smith + Andersen
Vancouver, BC
- Full-time
…sustainability, mentorship and quality work that spans six decades in business. In addition, we are proud to have been certified as a Great Place to Work™ and selected as one of Canada’s…
Added 30 mins ago
Sales Associate
Rogers Communications
Brampton, ON
Experience developing strong connections with customers and team members through clear, effective communication that drive positive outcomes and support team and business goals.
Added 30 mins ago
TS
Logistics Lead - Chef d’équipe logistique
TD SYNNEX Canada ULC
ON · Mississauga, Ontario
- Full-time
Adapts quickly to changing priorities and business needs.
Added 30 mins ago
OF
Membership Sales Associate
Orangetheory Fitness 1037890
AB · Calgary, AB
- $17 to $20 CAD / hour
- Part-time
…environment free of discrimination and harassment. All employment and business decisions at Orangetheory Fitness are based on business needs, job requirements, and individual…

Scotiabank

Administrative Associate, ScotiaMcLeod, Global Wealth Management

Toronto, ON, M5H 1H1, Canada

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Job details

Apply by: Oct 22, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Requisition ID: 275520

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

Purpose

Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountabilities

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Ensure a high level of client service by supporting one or more Advisors in the regular review of client portfolios to identify client needs for Team of Experts services, to ensure it meets the current or updated risk profile and aligns with applicable investment program, gathering research & product information from internal and external sources, entering client trades as directed by client or Advisor, and remaining up to date with all the regulatory rules and trading activities as it relates to client accounts.
Ensure effective client administration by following up with clients on missing documentation required as per the industry regulatory requirements, maintaining client files and information of the appropriate systems, checking daily trades and all system entries in accounts for timeliness and accuracy, responding to client inquiries in a timely, responsive manner, resolving issues and effecting client
transactions expeditiously and accurately, escalating issues to Advisor when appropriate, issuing instructions for client withdrawals, deposits, swaps and transfers according to client or Advisor instructions, ensuring all client interaction is accurately documented, and understanding the required documentation for all client account types
Provide marketing assistance to the Advisor by identifying opportunities to gather additional assets and/or increase revenue within the existing client base, organizing client events, including lunch & learns, seminars, client appreciation to increase/identify opportunities to increase assets and/or revenue, maintaining or coordinating electronic marketing, and managing the approval process for all marketing and mass communication.
Supporting the growth of the Advisor by reviewing and reducing all restricted accounts, managing the Bank referral process, assisting in idea generation, reviewing the daily commission reports and follow up on unpaid commissions, tracking the External Household Program payments and follow up. Preparing, analyzing, and presenting reports and recommendations, financial plans/concepts, insurance, annual trading summary etc. to the Advisor for review, and providing recommendations for improvement to business processes, additional value to clients, and utilization of our Team of Experts.
Contribute to the effective functioning of the branch team by building effective working relationships across the team and with various business line and corporate function contacts, maintaining a high level of customer service, facilitating a culture of open and honest communication, actively participating and contributing to touch bases and team meetings, encouraging the generation of new ideas and approaches, actively sharing knowledge and experience to enhance the development of all team members, developing and executing a meaningful employee development plan.
Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high-performance environment and contributes to an inclusive work environment.
The Administrative Associate is expected to take the initiative and work independently on all administrative tasks.
Takes direction from advisor(s) on client trading activity.

Education, Experience and Other Information:
Excellent written and verbal communication skillsStrong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines
Understanding of industry and firm compliance regulations
Ability to take direction from advisor(s) on client trading activity
Post Secondary Education
All applicable education, examination, and training requirements for licensing and confirmed registration as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO)

Location(s): Canada : Ontario : Toronto

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 Advisors by managing client portfolios, executing trades, and ensuring all activities comply with regulatory requirements. They also assist with marketing initiatives, client documentation, and the preparation of financial reports to deepen client relationships.

Requirements

Candidates must possess strong organizational and communication skills with the ability to work independently. A post-secondary education is required, along with the necessary licensing and registration as an Investment Representative with the CIRO.

Skills

Client service
Portfolio review
Trade execution
Regulatory compliance
Client administration
Marketing support
Financial reporting
Relationship management
Data entry
Communication skills
Organizational skills
Problem solving
Investment knowledge
Risk management
Account management

Visa sponsorship

Not detected in the job text

Keywords

ScotiaMcLeod
Wealth Management
CIRO
Investment Representative
Compliance
Portfolio Management
Trading
Client Relations
Financial Planning
Marketing
Risk Appetite
AML
ATF
Sanctions
Account Administration
Reporting
Asset Growth
Bank Referral
Commission Reports
External Household Program

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