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Added 2 mins ago
LH
2600002917 - Senior Technologist
Lakeridge Health
Ajax, ON
- Internship
Reporting to Lab Manager, this role will include the oversight of the Biochemistry program at all Lakeridge sites. The Senior Medical Laboratory Technologist will also be responsible to…
Added 2 mins ago
A
Data Manager II- FR
Altasciences
Montreal, QC
- Full-time
The Data Manager II supports sponsors’ research programs by contributing to the data cleaning efforts needed to provide clean, analyzable clinical data proficiently and independently.
Added 2 mins ago
CN
Fire Training Officer
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- Full-time
…to advance or transfer in the Company and to determine what development may be…
Added 2 mins ago
CN
Mechanical Design Technologist
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Preference for educational background in Mechanical Engineering Technology/Technologist or any relevant program.
Added 2 mins ago
LH
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Build the next generation through mentorship and leadership (as assigned).
Added 2 mins ago
CN
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Supporting skill development by demonstrating techniques, reviewing work performance, and recommending improvements.
Added 2 mins ago
AE
Project Engineer / Project Manager
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…seeking an experienced and dedicated Project Engineer/Project Manager to join our team in our Yellowknife office. This role is a great opportunity for a motivated engineering professional…
Added 2 mins ago
IS
Project Manager
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Halifax, NS
- Full-time
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Added 2 mins ago
TP
Early Childhood Development Manager
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- Full-time
We are seeking a dedicated and community-focused Early Childhood Development (ECD) Manager to lead the ‘Na̱mǥis ECD Team in developing and implementing services for parents and children…
Added 2 mins ago
SG
Human Resources Manager
Saliance Global Holdings Co. Ltd
Fairmont Hot Springs, BC
- Full-time
Reporting to the GM, the Employee Experience Manager is an active and contributing member of the department head’s team, and acts as a subject matter specialist for the Senior Leadership…
Added 2 mins ago
LH
Physiotherapist
Lifemark Health Group
Val Caron, ON
- $36.92 to $51.17 CAD / hour
- Full-time
Step 2: Meet Our Leadership: Next, you’ll have a video or in-person interview with a Staffing Manager Regional Director.
Added 2 mins ago
A
Data Manager II- FR
Altasciences
Montreal, QC
- Full-time
The Data Manager II supports sponsors’ research programs by contributing to the data cleaning efforts needed to provide clean, analyzable clinical data proficiently and independently.
Added 2 mins ago
A
Data Manager II- FR
Altasciences
Laval, QC
- Full-time
The Data Manager II supports sponsors’ research programs by contributing to the data cleaning efforts needed to provide clean, analyzable clinical data proficiently and independently.
Added 2 mins ago
FB
Assistant Chef Manager
Farm Boy Inc.
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- $21 CAD / hour
- Full-time
You’ll partner with the Department Manager to help lead the delivery of exceptional food and service experiences that reflect Farm Boy’s commitment to the best fresh shopping experience.…
Added 2 mins ago
FB
Assistant Department Manager - GTA East
Farm Boy Inc.
Barrie, ON
- $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 2 mins ago
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Assistant Grocery Manager
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- $21.5 CAD / hour
- Full-time
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Added 2 mins ago
AC
Senior Product Line Manager
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- Full-time
The Senior Product Line Manager will have broad business and strategic ownership of assigned product platforms and will be responsible for translating customer and technology roadmaps into…
Added 2 mins ago
MV
Supervisor, Materials & Logistics
Metro Vancouver
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- Full-time
The Supervisor, Materials & Logistics reports to the Program Manager, Procurement & Warehouse Operations.
Added 2 mins ago
W
Licensing & Permitting Officer
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- Full-time
Reporting to the Manager, Licensing Services, the Licensing and Permitting Officer supports the strategic priorities of Prevention Programs & Services by serving as an Occupational Health…
Added 2 mins ago
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Assistant Produce Manager
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- $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 2 mins ago
SH
Clinical Service Leader - Clinical Nutrition - Infant Nutrition Preparation Room
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…knowledge and clinical/ food services practices and assisting in program planning and…
Added 2 mins ago
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Unit Clerk - Repost
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CancerCare Manitoba is a provincial agency which provides clinical and academic services and leadership for cancer control and the treatment of blood disorders. Our shared vision of leading…
Added 2 mins ago
LA
Training and Development Manager
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As a Training and Development Manager, you will design, implement, and oversee training programs that enhance our employees' skills and knowledge. This role is crucial in ensuring that our…
Added 2 mins ago
G
Property Manager
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Calgary, AB · HIVE, Calgary, AB
- Full-time
…offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South…
Added 2 mins ago
E
Specialist Asset Performance
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Develop recommendations, business cases, executive presentations, and implementation strategies to support leadership decision-making and the successful execution of strategic priorities.

Scotiabank

Portfolio Administrator, Scotia Jarislowsky Fraser - Montreal, QC

Montreal, QC, H3A 2R7, Canada

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Applications open in a new tab.

Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Requisition ID: 278081
Employee Referral Program – Potential Reward: $1,000.00

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

Purpose
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 through a combination of direct client contact and through instructions from their assigned Relationship Manager(s). Overall, the role is designed to create capacity and provide support on technical aspects of the business to allow for the Relationship Managers to focus on value-added client activities.

The Portfolio Administrator contributes to the overall success of their assigned market area by processing client service-related activities, preparing account opening documentation and ongoing maintenance documentation in compliance with governing regulations, internal policies, and procedures. Activities range from simple address change requests to complex activities such as documenting and understanding Power of Attorneys, maintaining authorized persons for corporate relationships and disbursements of Estate accounts.

The Portfolio Administrator is jointly responsible for monitoring various recurring compliance and operational reports and supporting their assigned Relationship Manager(s) in remediating items from these reports. The individual operates with sound technical knowledge of diverse investment products and services for both individual clients and corporations.

The Portfolio Administrator understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities, and they contribute to the overall success of PIC by administering and helping remediate items resulting from audit related activities which can include but are not limited to complicated subjects such as FATCA, CRS and QI.

The Portfolio Administrator also supports and helps deliver upon market and regional goals of operational excellence through ongoing review and feedback sharing of processes, practices, and execution methods locally, regionally, and nationally.

Accountabilities

Client Service
• Strong understanding of PIC value proposition for Consistent delivery of the desired client experience during all client interactions
• Alternate point of contact for clients on behalf of assigned Relationship Manager
• Responding to client inquiries in a timely, responsive, and professional manner
• Escalating issues, review processes and provide recommendations to the Relationship Managers and or leadership team to improve the client experience.
• Preparing routine client correspondence, ad-hoc client reporting, and client meeting packages
• Detailed and accurate management of portfolio administration tasks and activities
• Quality, timely and effective management of end-to-end client onboarding and operational processes
• Maintaining accurate client information and files in electronic and paper format
• Enhance efficiencies through implementation of best practices amongst team.
• Verifying documentation is complete for processing and assisting with efforts to collect missing information or documentation from clients.
• Collaborate with internal business partners as required.
• Consistently executing on Scotia Wealth Management and PIC service standards
• Proactively identifying and implementing strategies to address client needs and to deliver exceptional client experiences.
• Assisting Relationship Managers in preparing materials for business development meetings
• Provide coverage for other Portfolio Administrators or Relationship Managers in market should the need arise based on volumes, projects or time off coverage

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, Know your Client, FATCA, CRS, QI, Occupational Health & Safety and Guidelines for Business Conduct
• Participating in all aspects of compliance and the identification of deficiencies to remediate noncompliance 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 and positive functioning of the Private Investment Counsel team and partners
• Provide in office or remote coverage for other Portfolio Administrators (planned, unplanned OR during implemented BCP)
• 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 lines, and internal and external stakeholders
• Maintaining a high level of client service and effectively resolving / escalating client issues as required
• Facilitating a culture of open and honest communication
• Actively participating and contributing to coaching sessions, touch bases and team meetings
• Encouraging the generation of new ideas and approaches by taking part in team meetings, working groups and special projects
• Actively sharing knowledge and experience to enhance the development of all team members.
• Scotiabank is committed to providing a healthy work environment that is free from discrimination, harassment and violence. This means that we are all responsible to work towards the creation of an environment that is caring and welcoming, professional and supportive, and safe and secure for all, including employees and clients.
• We rely on and value the talents, ideas, diversity and commitment of thousands of employees, business partners and other stakeholders around the world to deliver outstanding service to our clients. Central to our relationship is the principle of mutual respect which should be present in everything we do

Education / Experience

• Post Secondary (Business, Economics, Accounting, Finance) is an asset
• CSC, industry experience and/or Investment management knowledge is an asset
• Working knowledge of products and services offered by Scotiabank partners is an asset
• Proficient in organizational support
• Strong interpersonal, communication & listening skills
• Results/goal oriented
• Self- motivated and disciplined
• Ability to work independently and within a team environment
• Ability to balance multiple and often conflicting priorities.
• Desire to work in a dynamic fast paced environment.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

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. Jarislowsky, Fraser Limited (“JFL”) is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

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 Portfolio Administrator supports Relationship Managers by managing client service activities, preparing account documentation, and ensuring compliance with regulatory policies. They also monitor operational reports and assist in remediating audit-related items to maintain high standards of service and risk management.

Requirements

Candidates should have post-secondary education in business, finance, or a related field, with industry experience or investment knowledge considered an asset. Strong organizational, communication, and interpersonal skills are required to manage multiple priorities in a fast-paced environment.

Skills

Portfolio administration
Client service
Regulatory compliance
Investment products
Account documentation
Risk management
Communication skills
Interpersonal skills
Organizational support
Data management
Audit support
Problem solving
Time management
Team collaboration

Benefits

Employee referral program

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Administration
Scotiabank
Wealth Management
Private Investment Counsel
Compliance
FATCA
CRS
QI
Anti-Money Laundering
Know Your Client
Investment Products
Client Onboarding
Risk Management
Audit
Business Development
Financial Services
Account Maintenance
Reporting
Documentation
Stakeholder Management

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