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Added 16 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
The primary role of the Licensed Financial Advisor Assistant is to support a team of financial advisors by ensuring the office is managed efficiently and effectively. The position is…
Added 20 hours ago
RB
Branch Manager Advisor
Royal Bank of Canada
Petrolia, ON
- Full-time
Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 20 hours ago
RB
Financial Advisor Intern
Royal Bank of Canada
Oshawa, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 23 hours ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
…services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client…
Added 23 hours ago
R
Financial Advisor Intern
RBC
Oshawa, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 23 hours ago
R
Branch Manager Advisor
RBC
Petrolia, ON
- Full-time
Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 day ago
R
Client Advisor
RBC
North Bay, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
R
Financial Advisor
RBC
Oshawa, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 day ago
Customer Care Advisor, Bilingual - Investments - Client Experience Centre, Ottawa - Dec 2026
Scotiabank
Ottawa, ON
As a Customer Care Advisor - Investments, you will be the voice of Scotiabank, delivering exceptional service to clients across Canada. You will support customers with investment and…
Added 1 day ago
C
Backend Java Developer
Citi
Mississauga, ON
- Full-time
…consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth…
Added 1 day ago
R
Client Advisor
RBC
Ottawa, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
R
Client Advisor
RBC
Bathurst, NB
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
Contact clients to book annual reviews on behalf of the advisor and prepare portfolio information for the meeting.
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Bathurst, NB
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
D
Advisor, Securities
Desjardins
Mont-Saint-Hilaire, QC
- Full-time
Complete account openings, forms and securities transactions as directed by the advisor(s)
Added 1 day ago
CR
Tax Auditors & Business Equity Valuators – CRA Atlantic Region
Canada Revenue Agency - Agence du revenu du Canada
BC · Stikine Region, BC
- Full-time
Conduct independent valuations of complex securities and equity transactions by researching businesses, industries, economic conditions, and legal authorities, then applying appropriate…
Added 1 day ago
IW
Portfolio Strategist
IG Wealth Management
Quebec, QC
- Full-time
Valid Securities License with Securities Commission(s) – Registered Representative/Investment Advisor category or ability to achieve licensing over a short period
Added 1 day ago
PC
Regional Wholesaler – Investment Solutions
Peakhill Capital
Toronto, ON
- Full-time
…exciting opportunity for a sales professional with established advisor relationships, a strong understanding of the Canadian wealth management industry, and a passion for alternative…
Added 1 day ago
D
Advisor, Securities
Desjardins
Quebec, QC
- Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 1 day ago
R
Investment Funds Advisor Assistant
RBC
Toronto, ON
- Full-time
Contact clients to book annual reviews on behalf of the advisor and prepare portfolio information for the meeting.
Added 1 day ago
T
Associate Investment Advisor I
TD
Waterloo, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 1 day ago
SL
Business Development Partner
Sun Life
AB · Red Deer, AB
- Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 1 day ago
T
Associate Investment Advisor I
TD
Kitchener, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 1 day ago
Senior Product Owner, Global Wealth Management
Scotiabank
Toronto, ON
…delivery, driving initiatives that reduce manual effort, improve Advisor productivity, and enable scalable, compliant client growth. You will own the product vision and roadmap for complex,…
Added 1 day ago
Financial Planner, Scotia Financial Planning - Downtown Toronto
Scotiabank
Toronto, ON
…learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…

Scotiabank

ScotiaMcLeod Administrative Associate

White Rock, BC, V4A 6E7, Canada

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Job details

Posting language: English
Posted: Sep 18, 2026

Original job description

Requisition ID: 268816

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 work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base

Work with Advisor and Total Wealth Specialists to deepen client relationships

Prepare, analyze, and present reports and recommendations to clients

Work with the Advisor to develop and distribute client communication and marketing pieces

Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Experience in the securities industry

Canadian Investment Regulatory Exam (CIRE) designation or willing to obtain
Excellent verbal and written communication skills

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 – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device.

#SWM

Location(s): Canada : British Columbia : White Rock

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 supports a Wealth Advisor in managing their book of business by providing effective client service and contributing to sales activities. Responsibilities include identifying new opportunities, preparing client reports, and streamlining administrative processes.

Requirements

Candidates should have experience in the securities industry and possess or be willing to obtain the Canadian Investment Regulatory Exam (CIRE) designation. Strong communication, time management, and client service skills are essential for this role.

Skills

Securities industry knowledge
Client service
Business development
Sales
Report analysis
Client communication
Marketing
Administrative processes
Time management
Attention to detail
Verbal communication
Written communication

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

ScotiaMcLeod
Wealth Management
Securities Industry
CIRE
Canadian Investment Regulatory Exam
Client Service
Business Development
Sales
Financial Reporting
Administrative Support
Wealth Planning
Advisory
Client Relationships
Marketing
Time Management
Communication Skills
Banking
Investment

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