Find work in Canada.

606,167 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
AC
Events Services Manager
Aramark Canada
Ottawa, ON
- Full-time
The Event Services Manager is responsible for planning all aspects of a client's event including the following:
Added 13 mins ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 13 mins ago
KD
Key Account Manager - Metro
Keurig Dr Pepper Canada
Mississauga, ON
- $86,200 to $115,000 CAD / year
- Full-time
The Key Account Manager is responsible for the effective development and implementation of the customer business plans for Metro Ontario/Food Basics. He/She will also be tasked with…
Added 13 mins ago
R|
Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
The Centre for Precision Psychiatry – Quebec (CPPQ) is seeking a project manager for our large-scale longitudinal mental health research project across three clinical research sites,…
Added 13 mins ago
L
Manager, Financial Planning & Analysis | Contract until March 2028
lululemon
Vancouver, BC
- Full-time
Reporting to the Senior Director, FP&A, the Manager, North America Retail Revenue leads revenue planning, reporting, and analysis for the North American retail business.
Added 13 mins ago
W
Co-Manager
Walmart
Cobourg, ON
- Full-time
To support the Store Manager in the management of store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.…
Added 43 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Thorold, ON
- Full-time
Reporting to the Branch Manager, you will be responsible for promoting and providing funeral and cemetery pre-planning by contacting and meeting clients to pre-arrange their funerals and…
Added 43 mins ago
U
Distribution Manager
UPS
Burlington, ON
- Full-time
Added 43 mins ago
I
Unit Facilities Specialist
IKEA
Richmond, BC
- Full-time
Coordinate operational tasks related to internal work and work executed by external FM suppliers in Collaborate with the Unit FM Manager.
Added 43 mins ago
TU
HR & Finance Assistant
The University of British Columbia
Vancouver, BC
- $5,027 to $5,413 CAD / month
- Full-time
Performs financial duties such as monitoring and reporting on budget expenditures, reconciling journal vouchers, and processing expenses, credit card payments, and travel requisitions.
Added 1 hour ago
O
Lead, FP&A Manager
OpenText
Mississauga, ON
- Full-time
You will leverage your financial modeling, Excel, AI, ERP, and reporting expertise to provide meaningful insights that drive financial decision-making and long-term value for the business.…
Added 1 hour ago
O
Sr. FP&A Manager
OpenText
Mississauga, ON
- Full-time
You will leverage your financial modeling, Excel, AI, ERP, and reporting expertise to provide meaningful insights that drive financial decision-making and long-term value for the business.…
Added 1 hour ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Thorold, ON
- Full-time
Reporting to the Branch Manager, you will be responsible for promoting and providing funeral and cemetery pre-planning by contacting and meeting clients to pre-arrange their funerals and…
Added 1 hour ago
Delivery Manager, Wealth Management
Scotiabank
Toronto, ON
The Delivery Manager supports the planning, coordination, and delivery of projects within the Enterprise Delivery Office (EDO) Wealth Management portfolio. This role is primarily focused on…
Added 2 hours ago
PL
Health & Wellness Manager
Prima Living
Aurora, ON
- Full-time
The Health & Wellness Manager leads the development and delivery of wellness programs that promote the health, safety, and quality of life of residents and staff. This role oversees the…
Added 2 hours ago
W
Senior Manager, Indirect Tax (contract)
Wealthsimple
Canada
- Contract
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading,…
Added 2 hours ago
B
Buyer, Equipment and Data Centre Sourcing
Bell
Regina, SK
- Full-time
…forecast-at-completion, committed spend, and remaining exposure, enabling timely reporting of budget variances and commercial risks to the Senior Manager,…
Added 2 hours ago
E
Legal Counsel
Enbridge
Calgary, AB
- Full-time
…matters, continuous disclosure documents, and other corporate reporting…
Added 3 hours ago
LP
Youth Initiatives Coordinator
Lethbridge Polytechnic
Lethbridge, AB
- Internship
Reporting to the Manager, Youth Initiatives, the coordinator will collaborate with various internal departments and external stakeholders, as they undertake the following responsibilities:
Added 3 hours ago
A
Responsible AI Oversight Manager
ATB
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
As ATB’s next Responsible AI Oversight Manager, you will act as the front door for ATB's AI intake and assessment process, reporting to the MD, AI Strategy Alignment & Oversight. This role…
Added 3 hours ago
T
Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
The Social Media Surveillance Office (SMSO) reports to the Manager, Social Media Surveillance, Wealth Advice Business Controls. This role helps Wealth businesses across Canada use social…
Added 3 hours ago
M
Senior Finance Manager, AI Business Solutions
Microsoft
Goodwood, ON
- Full-time
We are looking for a deeply analytical Senior Finance Manager, AI Business Solutions (ABS), for the Canada Enterprise Finance team. This is a fantastic opportunity to become a trusted…
Added 3 hours ago
SC
district manager, North York, ON
Starbucks Coffee Company
Toronto, ON
- $84,300 to $111,250 CAD / year
- Full-time
Experience in a multi-unit environment, knowledge of retail or restaurant industry operations and financial reporting
Added 3 hours ago
Clerk III
Treasury Board Secretariat
St. John's, NL
Reporting to the manager and supervisors of Accounts Payable and Receivable Processing, the Clerk III position will be responsible for a variety of accounts payable processing activities.…
Added 3 hours ago
CO
Social Worker
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Initial Reporting Location: 960 Notre Dame Avenue (Pioneer Manor)

Scotiabank

Portfolio Administrator - Calgary

ON, Canada
Calgary, ON, T2P 5E9, Canada

Apply About employer

Applications open in a new tab.

Job details

Apply by: Nov 13, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

Requisition ID: 278208
Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

BRIEF INTRODUCTION

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.

IS THIS ROLE RIGHT FOR YOU?

In the role you will:

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.

DO YOU HAVE THE SKILLS?

We would love to work with you if you have:

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.

Location(s): Canada : Alberta : Calgary

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

Apply About employer

More about this job

Responsibilities

The Portfolio Administrator provides dedicated client servicing support to Relationship Managers, managing client inquiries, onboarding, and portfolio administration tasks. They also assist in business development activities and ensure all operations comply with bank risk and regulatory standards.

Requirements

Candidates should possess a university degree or college diploma in a business-related field and at least two years of industry experience. Strong interpersonal skills, proficiency in financial planning, and knowledge of investment management are essential for this role.

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
Reporting

Benefits

Employee referral program

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Administrator
Scotiabank
Wealth Management
Client Onboarding
Risk Appetite
Compliance
Anti-Money Laundering
Financial Planning
Investment Strategies
Business Development
Relationship Management
Account Opening
Reporting
Estate & Trust
Client Segmentation
Regulatory Requirements
Privacy
Cash Management
Market Goals
Operational Excellence

Report this job