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Added 14 mins ago
MI
Senior Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $93,750 to $137,500 CAD / year
- Full-time
The Senior Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 14 mins ago
FB
Assistant Chef Manager
Farm Boy Inc.
Ottawa, ON
- From $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 14 mins ago
FB
Assistant Grocery Manager - Overnight
Farm Boy Inc.
Ottawa, ON
- From $22 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 14 mins ago
EM
Management Trainee
Enterprise Mobility
Bridgewater, NS
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 14 mins ago
UH
Merchandising Technician - TGH OP
University Health Network
Toronto, ON
- Full-time
Working under the direction of the Operations Manager and Operations Coordinator, the Merchandising Technician will fulfill tasks to support operations effectively and efficiently, while…
Added 14 mins ago
BF
Millwright
Burnbrae Farms
Brockville, ON
- Full-time
…nutritious, and affordable eggs and egg products. Across our operations, spanning 7 farms, 8 grading stations, 3 processing plants, and 2 distribution centres, we collect, grade, boil,…
Added 14 mins ago
A
Recruiting Analyst
Accenture
St. Catharines, ON · Toronto, ON
- Full-time
…other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services - creating tangible value at speed and scale. We are a…
Added 14 mins ago
CS
Assistant Cook - Part-time
Cogir Senior Living
Kawartha Lakes, ON · Bloom Lindsay
- Part-time
Reporting to the Culinary Manager, the Assistant Cook is responsible for preparation and delivery of all foods for residents, guests and employees.
Added 28 mins ago
E
Guest Relations Lead (Full-Time) - Eataly Yorkville
Eataly
Toronto, ON
- $21 to $23 CAD / hour
- Full-time
…Cashiers to promote their development. Reports to the Front End…
Added 28 mins ago
FB
Assistant Grocery Manager - Overnight
Farm Boy Inc.
Ottawa, ON
- $22 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 28 mins ago
Head of Discount Operations – West / Director, Operational Support – West
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Calgary, AB
Provide coaching, support, and development for District Operators & BD Manager(s).
Added 28 mins ago
Produce - Clerk Department Second Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Pictou, NS
…Supervise the Produce Department and staff in the absence of the Manager. Actively contribute to an environment of employee and customer…
Added 28 mins ago
Assistant Clinic Manager - Dental
Passion Dental Group Inc.
Hamilton, ON · Mississauga, ON · Toronto, ON · Vaughan, ON
Supporting clinic operations: Work alongside the Clinic Manager to help keep day-to-day operations organized, efficient and patient-focused.
Added 28 mins ago
Front Store Clerk
Neighbourly Pharmacy
Cold Lake, AB
Report customer feedback and concerns to the store manager
Added 28 mins ago
Receiver/Front Store Clerk
Neighbourly Pharmacy
Sechelt, BC
Report customer feedback and concerns to the store manager
Added 28 mins ago
T
Personal Banking Associate Trainee
TD
Whitby, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 28 mins ago
The Water Tower Inn Maintenance Attendant
Days Hospitality Limited Careers
Sault Ste. Marie, ON
…in an efficient manner to come to a resolution or loop in a manager if necessary to ensure the guest has a satisfactory resolution to their…
Added 28 mins ago
CBMC, Site Coordinator
Cape Breton University
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Ensure rotation schedules are accurate, up-to-date and optimized for Site Administrator(s), Site Director(s), Regional Manager and learner utilization.
Added 28 mins ago
L
Responsable principal(e), Opérations & Intégration des TI // IT Operations & Integration Lead
LiveBarn
Montreal, QC
- Full-time
🚀 Responsable principal(e), Opérations & Intégration des TI (IT Operations & Integration Lead)
Added 29 mins ago
TS
Part Time Store Associate View Royal - 32 hours
The Salvation Army Canada and Bermuda Territory
Victoria, BC · View Royal, BC
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 29 mins ago
D
Manager
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Manager, your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function…
Added 29 mins ago
D
Manager
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Manager, your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function…
Added 29 mins ago
WS
IT Support Associate (Part-time)
Worksite Safety
Burlington, ON
- Part-time
…Burlington, ON head office, this in-office role reports to the Operations Manager and may have varied shifts during the work week supporting our team's IT needs across various…
Added 29 mins ago
D
Manager
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As Manager, your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function…
Added 43 mins ago
CO
Job ID #32326: Project Manager, Hamilton Water Facilities
City of Hamilton
Hamilton, ON
- Full-time
- Temporary
Reporting to the Senior Project Manager, the Project Manager will assume accountability and responsibility for the overall development, implementation and execution of Facility Programs…

Scotiabank

Scotia Jarislowsky Fraser Portfolio Administrator

Ottawa, ON, K1R 1A4, Canada

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Job details

Posting language: English
Posted: Oct 6, 2026

Original job description

Requisition ID: 275503
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 : Ontario : Ottawa

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.

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More about this job

Responsibilities

The Portfolio Administrator provides dedicated client servicing support to Relationship Managers to ensure efficient business operations and client satisfaction. They are responsible for managing client onboarding, preparing reports, and executing business development activities while ensuring compliance with bank policies.

Requirements

Candidates must have a university degree or college diploma in a business-related field and at least two years of industry experience. Strong relationship management, communication, and organizational skills are essential for success in this role.

Skills

Client service
Relationship management
Portfolio administration
Financial planning
Business development
Risk management
Compliance
Communication skills
Interpersonal skills
Organizational skills
Attention to detail
Investment management
Account onboarding
Reporting
Data management

Benefits

Employee referral program

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Administrator
Scotiabank
Wealth Management
Client Onboarding
Financial Planning
Relationship Management
Compliance
Risk Management
Business Development
Investment Management
CSC
Anti-Money Laundering
Know Your Client
Reporting
Account Management
Client Service
Financial Services
Private Investment Counsel
Estate & Trust
Data Management

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