Jobs in Canada

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Added 1 day ago
Estate and Trust Associate, ScotiaTrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
…range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
GT
Coupa Administrator/Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $50 to $60 CAD / hour
- Contract
Added 1 day ago
JC
Alternative Fund Services - Fund Accounting - Associate
JPMorgan Chase & Co.
Toronto, ON
- Full-time
…spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset…
Added 4 days ago
4|
Mortgage Administrator
4Capital | Commercial Mortgage Experts
Kitchener, ON
- Full-time
4Capital is a rapidly growing Canadian commercial real estate capital advisory firm specializing in tailored financing solutions for real estate investors and developers.
Added 5 days ago
Portfolio Administrator - Calgary
Scotiabank
ON · Calgary, ON
Identifying referral opportunities to Scotia Wealth partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners
Added 5 days ago
CE
Controller
CCA Electrical & Technical Services Co.
Pickering, ON
- Full-time
Coordinate with external accountants on year-end, tax filings, and cross-border reporting · Demonstrated experience overseeing multi-entity, multi-branch, or cross-border (Canada / U.S.) operations
Added 6 days ago
Senior AI Platform Engineer
Scotiabank
Toronto, ON
Added 6 days ago
DF
Systems Engineer
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
…Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account…
Added 8 days ago
Portfolio Administrator, Scotia Jarislowsky Fraser - Montreal, QC
Scotiabank
Montreal, QC
The Portfolio Administrator works closely with the Relationship Manager(s) in the management of their overall book(s) of business, with a passion for providing client service excellence…
Added 9 days ago
TW
Loan Origination System (LOS) Technical Administrator
Thrive Wealth Management
Regina, SK
- Full-time
…pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire…
Added 9 days ago
TW
Lending Operations Administrator II
Thrive Wealth Management
Emerald Park, SK · Regina, SK · Yorkton, SK
- Full-time
…pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire…
Added 9 days ago
TW
Lending Operations Administrator II
Thrive Wealth Management
Emerald Park, SK · Regina, SK · Yorkton, SK
- Full-time
…pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire…
Added 11 days ago
D
nCino Consultant
Delpath
Toronto, ON
- Contract
Business Group: Commercial Global Engineering team is seeking an experienced nCino Technical Lead/Consultant to lead the design, development, and delivery of Salesforce and nCino solutions…
Added 11 days ago
Tax Administrator, Scotiatrust - Ottawa, ON
Scotiabank
Ottawa, ON
…range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 11 days ago
R
External Funding Program Administrator - PART TIME
Raise
Burnaby, BC
- Part-time
Raise is currently hiring an External Funding Program Administrator on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work…
Added 12 days ago
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Senior Commercial Services Administrator 3 - Union
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Nanaimo, BC · Parksville, BC · BC · Courtenay, BC
- Full-time
…we’ve got an opportunity for you. We are looking for a Senior Commercial Services Administrator, so if you’re passionate about improving people’s financial health and have experience with…
Added 13 days ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
…range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 13 days ago
TI
Salesforce Business Analyst
TekStaff IT Solutions
Toronto, ON
- Contract
Candidate Requirements/Must Have Skills: · Must have considerable experience working within big 5 banks or equivalent
Added 13 days ago
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Senior Salesforce BSA - FSC
FP Inc.
Toronto, ON
- $80 to $95 CAD / hour
- Contract
Must have considerable experience working within big 5 banks or equivalent
Added 13 days ago
DF
Systems Administrator
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
…Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account…
Added 14 days ago
EC
Profit Centre Administrator
EMCO Corporation
Nisku, AB
- Part-time
As a Profit Centre Administrator, you will handle all aspects of paperwork including shipping feedback, cash sale transactions, banking and report reconciliation and vendor payables issues.
Added 14 days ago
D
Salesforce Business Analyst
Delpath
Toronto, ON
- Contract
Business Group: Commercial Global Engineering team is seeking a Business Systems Analyst specializing in Salesforce, who will be responsible for ideation support, design, development, and…
Added 14 days ago
GT
MS SQL Database Administrator
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $65 to $75 CAD / hour
- Contract
This MS SQL Database Administrator role supports a large financial institution's database operations across Capital Markets, PBBT, and Retail Banking lines of business. The team consists of…
Added 14 days ago
GT
Coupa Administrator/Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $50 to $60 CAD / hour
- Contract
Added 14 days ago
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Office Administrator
Sky Contracting Inc.
Oakville, ON
- Full-time
…with our clients, employees, suppliers, and partners. We serve commercial, industrial, residential, and multi-residential clients throughout the…

Scotiabank

Portfolio Administrator

Toronto, ON, M5H 1H1, Canada

Apply on jobs.scotiabank.com About employer

Applications open in a new tab.

Job details

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 on jobs.scotiabank.com 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

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Work requirements

Jobs in Canada