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Scotiabank

ScotiaMcLeod Administrative Associate

Edmonton, AB, T5J 0K4, Canada

Posting language: English
Posted: Oct 1, 2026

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Original job description

Requisition ID: 275245

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture - life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career - you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

Ensure effective client administration by managing all administrative processes and escalations requiring investigation
Consistently demonstrate high levels of client service to deepen relationships;
- by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
- by responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Experience in the securities industry
Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
Excellent verbal and written communication
Strong organizational skills
Ability to take initiative, work independently and meet deadlines
Meticulous attention to detail and excellent time management skills
Exceptional client service skills, providing a professional and respectful experience

WHAT’S IN IT FOR YOU

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
An organization committed to making a difference in our communities– for you and our clients.
An inclusive working environment that encourages creativity, curiosity and celebrates success.
Learning and Development – free access to Scotia Academy to upskill and develop your skills.

#SWM

Location(s): Canada : Alberta : Edmonton

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.

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More about this job

Responsibilities

The Administrative Associate contributes to the success of Wealth Advisors by managing administrative processes and executing day-to-day trading activities. They are responsible for providing high-level client service, resolving inquiries, and supporting business growth through marketing and reporting tasks.

Requirements

Candidates must have experience in the securities industry and hold an Investment Representative (IR) approval with the Canadian Investment Regulatory Organization (CIRO). Strong communication, organizational, and client service skills are essential for this role.

Skills

Securities industry knowledge
Investment representative
Client service
Trading
Administrative processes
Portfolio review
Marketing assistance
Financial planning
Verbal communication
Written communication
Organizational skills
Time management
Attention to detail
Collaboration
Problem solving

Benefits

Annual incentive plans
Time off entitlements
Pension plan
Employee share ownership plan
Favourable employee rates for banking

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
ScotiaMcLeod
Securities industry
CIRO
Investment representative
Client administration
Trading
Portfolio management
Financial planning
Marketing
Reporting
Wealth advisor
Enriched thinking
Banking
Administrative support

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