Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 days ago
CL
Residence Life Coordinator
Campus Living Centres
Coldstream, BC
- Contract
Connect with contacts within the local community who support student development, such as local businesses, emergency services, and regional health services.
Added 2 days ago
AW
Contract Administrator
Agilus Work Solutions
Edmonton, AB
- Contract
Our client is seeking a Contract Administrator to support a high-profile transmission infrastructure program in Edmonton. Working alongside Project Managers, Procurement, Engineering, and…
Added 2 days ago
BE
Business Administrator
Boundary Equipment Co. Ltd.
Delta, BC
- Full-time
Reporting to the Regional Controller, you will support the daily operation of the office, welcome and assist clients and visitors, and provide reliable administrative support to the team.…
Added 2 days ago
SW
Portfolio Administrator
Scotia Wealth Management
Toronto, ON
- Full-time
Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes,…
Added 2 days ago
Portfolio Administrator
Scotiabank
Toronto, ON
Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes,…
Added 3 days ago
K
Project Administrator
Konecranes
Burlington, ON
- $61,000 to $64,000 CAD / year
- Full-time
The Administrator provides administrative support for the region including Financial Closing of Sales Orders and Month-end Reporting. This position reports to the Business Controller.
Added 3 days ago
CR
Regional Manager, Property Management – Western Canada
CT REIT
Calgary, AB
- Full-time
Reporting to the Director, Property Management, the Regional Manager, Property Management – Western Canada will be responsible for the operational oversight of the CT REIT retail locations…
Added 4 days ago
CT
Regional Manager, Property Management – Western Canada
Canadian Tire Corporation
Calgary, AB · CT REIT Calgary
- Full-time
Reporting to the Director, Property Management, the Regional Manager, Property Management – Western Canada will be responsible for the operational oversight of the CT REIT retail locations…
Added 4 days ago
B
Trust Administrator
BMO
Halifax, NS · Nova_Ctr
- Full-time
…Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as…
Added 4 days ago
TO
Sales Coordinator (12 Month Contract)
Tree of Life Canada
Mississauga, ON
- Full-time
…responsibility for the position is to provide administrative & sales support to the Regional Customer Development team while working within a shared services team. This position…
Added 9 days ago
B
Sr. Branch Operations Administrator, Private Wealth (Contract)
BMO
Toronto, ON · FCP
- Full-time
Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related…
Added 9 days ago
B
Trust Administrator
BMO
Windsor, ON
- Full-time
…Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as…
Added 10 days ago
LB
Human Resources Manager & Referral Coordination Manager
Leduc Beaumont Devon Primary Care Network
Leduc, AB
- Full-time
…management with oversight of the RC team, business/finance/budgeting support, facilities management support, ED backup, Occupational Health & Safety (OHS) and social & wellness committee…
Added 10 days ago
CL
Residence Life Coordinator
Campus Living Centres
Toronto, ON
- Full-time
Connect with contacts within the local community who support student development, such as local businesses, emergency services, and regional health services.
Added 10 days ago
Scotia Jarislowsky Fraser Portfolio Administrator - Oakville
Scotiabank
ON · Oakville, ON
Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes,…
Added 10 days ago
Scotia Jarislowsky Fraser Portfolio Administrator - Markham
Scotiabank
Markham, ON
Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes,…
Added 10 days ago
LB
Human Resources & Referral Coordination Manag
Leduc Beaumont Family Physicians Group NPC
Leduc, AB
- Full-time
…management with oversight of the RC team, business/finance/budgeting support, facilities management support, ED backup, Occupational Health & Safety (OHS) and social & wellness committee…
Added 12 days ago
FO
Program Support Administrator
Focus on the Family Canada
BC
- Full-time
Focus on the Family Canada is seeking a full-time Program Support Administrator (internally, Registration Care Associate) to join our Counselling & Care team and provide our constituents…
Added 13 days ago
PG
Corporate Accountant
PLC Group
Mississauga, ON
- Full-time
…of online expense management platforms. Serve as the primary administrator and owner of the company’s Dext…
Added 13 days ago
Scotia Jarislowsky Fraser Portfolio Administrator - Ottawa
Scotiabank
Ottawa, ON
Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes,…
Added 14 days ago
SB
Open for Account Executives
Sterling Brokers
Canada
- Full-time
Sterling Brokers has regional sales centers across Canada that are disrupting the Group Benefits and Retirement landscape. Powered by Sterling, our regional insurance advisors work with…
Added 16 days ago
A
Senior Subcontracts Administrator
Acciona
ON · CAN - Eglinton Crosstown West
- Full-time
…progressive design-build environment, the Senior Subcontracts Administrator provides senior-level subcontract administration support across multiple linewide workstreams and interfaces,…
Added 16 days ago
AC
Senior System Architect
Amphenol Communications Solutions
Markham, ON
- Full-time
…closely with IT leadership, global teams, auditors, vendors, and regional operations, the Senior System Architect translates business and compliance requirements into secure, scalable,…
Added 17 days ago
BB
Office Administrator - Part-Time
Brunswick Brokers
Saint John, NB
- Part-time
We are currently searching for a Part-Time Office Administrator to join our growing team in our Saint John, NB office. This role will oversee daily office operations in Saint John, track…
Added 17 days ago
PV
Hospital Administrator
P3 Veterinary Partners
Timmins, ON
- Full-time
P3 Veterinary Partners in Kamloops is seeking an enthusiastic full-time Hospital Administrator to join our amazing team. The Hospital Administrator will provide onsite leadership and…

Scotiabank

Portfolio Administrator

Toronto, ON, M5H 1H1, Canada

Apply About employer

Applications open in a new tab.

Job details

Apply by: Oct 31, 2026
Posting language: English
Posted: Oct 23, 2026

Original job description

Requisition ID: 277393

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

Purpose

To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a dedicated client servicing support role, designed to create capacity and support the Relationship Managers to focus on value-added client activities.

Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes, practices and execution methods.
The Portfolio Administrator understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures.

Major Accountabilities

Client Service

• Strong understanding of SJF value proposition for Consistent delivery of the desired client experience during all client interactions
• Key point of contact for clients on behalf of assigned Relationship Manager
• Responding to client inquiries in a timely, responsive and professional manner, including executing on client cash management requests
• Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
• Preparing routine client correspondence and ad-hoc, customized client reporting
• Actively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
• Quality, timely and effective management of account opening process
• Coordinating and managing the end to end client onboarding processes with respect to operational and administrative processes
• Preparing for client annual reviews
• Maintaining accurate client information and files in electronic or paper format as may be required
• Reviewing processes and providing recommendations to improve the client experience, add value and enhance efficiencies through implementation of best practices and ongoing process reengineering
• Following up with clients on missing or incomplete documentation
• Using strong knowledge of the Bank’s, Scotia Wealth and SJF diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
• Partnering with all internal product/service business partners, as required ensuring client needs are met
• Actively listening and seeking client feedback on products, services and the delivery of client experience for purposes of client service and opportunity identification
• Consistently executing on Scotia Wealth and SJF service standards through proactive contact, central client point of contact, recording and maintaining the Client Contact database
• Responding to client and Senior Management inquiries
• Resolving client issues expeditiously and accurately and/or escalating problem situations when appropriate
• Proactively identifying and implementing strategies to address client needs

Support Relationship Managers:

• Preparing, creating and customizing of client reports
• Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately
• Supporting Relationship Managers to execute upon business planning activities and events
• Providing Portfolio Administration support functions as required for Estate & Trust portfolios and/or direction to Portfolio Administrators.
• Ensuring a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue
• staying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
• Accurate management of client information and data through use and knowledge of applicable systems
• Demonstrate strong organizational skills and attention to detail in order to successfully support the team and relationship managers

Business Development

• Coordinating prospecting and business development activities on behalf of the Relationship Managers
• Supporting the execution of marketing strategies to attract and retain valuable clients i.e. coordinating internal/external professional presentations and reports
• Coordinating interactions between clients / prospects and the Relationship Managers and Team of Experts or other Scotiabank Partners
• Liaising with internal referral sources to ensure timely communication, response and resolution to inquiries and relationship management needs
• Preparing materials for business development meetings
• Following up on action items from business development meetings
• Identifying referral opportunities to Scotia Wealth partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners

Risk Management/Compliance

• Minimizing the Bank’s exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist
Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
• Supporting the Relationship Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and
client’s risk appetite
• Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures in order to remediate non-compliance in the business.
• Adhering to bank and firm standards, policies and business practices to ensure that Private Investment Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and
existing accounts
• Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures

Team Membership

• Contributing to the effective functioning of the SJF team
• Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
• Building effective working relationships across the team and with various business line, internal and external stakeholders
• Maintaining a high level of client service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to coaching sessions, touchbases 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.

Education/Work Experience:

• University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent
• CSC, industry experience and/or Investment management knowledge is an asset
• Two years industry experience
• Strong relationship management skills
• Proficient in providing support to sales and business development activities
• Strong interpersonal, communication & listening skills
• Results/Goal achievement oriented
• Self- motivated and disciplined
• Executes with Integrity
• Proficient in the completion of a Financial Plan
• Thorough knowledge of each Scotia Wealth & SJF Business Line’s value proposition and product and service offering in order to identify opportunities across the Scotia Wealth partners
• Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate.

#SWM

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.

Apply About employer

More about this job

Responsibilities

The Portfolio Administrator supports Relationship Managers by managing client service activities, executing business development tasks, and ensuring operational excellence. They act as a primary point of contact for clients, handle account onboarding, and maintain compliance with bank policies and regulatory requirements.

Requirements

Candidates should possess a university degree or college diploma in a business-related field and at least two years of industry experience. Strong relationship management, organizational skills, and a thorough understanding of financial products and services are required.

Skills

Client service
Portfolio administration
Relationship management
Business development
Financial planning
Risk management
Compliance
Account onboarding
Data management
Communication
Organizational skills
Attention to detail
Investment knowledge
Problem solving
Team collaboration

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Administrator
Client Service
Relationship Management
Wealth Management
Business Development
Compliance
Risk Management
Account Opening
Financial Planning
Investment Management
Onboarding
Reporting
Data Management
Anti-Money Laundering
Privacy
Know Your Client
CSC
Scotiabank
Private Investment Counsel
Operational Excellence
Client Experience
Portfolio Models
Estate & Trust
Marketing Strategy
Referral Management

Report this job