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Added 9 mins ago
MI
Senior Associate Director, Nexus, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
Participate in the internal Client Relationship Management (CRM) framework, including regular service reviews with clients and internal partners.
Added 9 mins ago
C
Client Associate
CIBC
Barrie, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 9 mins ago
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Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 11 mins ago
Mortgage Fulfillment Specialist
Questrade Financial Group
Toronto, ON
The Associate Residential Mortgage Underwriter is responsible for successfully supporting overall portfolio growth in an environment focused on operational and service excellence. This role…
Added 38 mins ago
T
Toronto Premium Outlet Halton Hills - Mandarin Speaking Sales Associate PT 20-29 hours
TUMI
Toronto, ON
- $18 to $22 USD / hour
- Part-time
As part of our Retail team, the Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong client…
Added 41 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Laval, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 41 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Saint-Jérôme, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 41 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 41 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Sept-Îles, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 41 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel soir Embauche feu vert
Shoppers Drug Mart
Trois-Rivières, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 41 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Dollard-Des Ormeaux, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 56 mins ago
RB
Associate
Royal Bank of Canada
Newmarket, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
UT
Anti-Money Laundering Associate # 26-25595
US Tech Solutions
Toronto, ON
- $20 to $22 CAD / hour
- Contract
Our client is seeking an Operations Officer I to support regulatory reporting and operational processing activities within a dynamic banking environment. This position is primarily focused…
Added 1 hour ago
EI
Senior Quality Assurance Analyst
Echelon Insurance
Mississauga, ON
- Full-time
Manage relationships with project team members, third party vendors/ service partners, release teams and client areas as appropriate
Added 1 hour ago
FR
Security Concierge
FirstService Residential Canada
Burlington, ON
- Full-time
Provide exceptional Customer Service to Clients, Customers, Contractors and Visitors to client’s property.
Added 1 hour ago
R
Associate
RBC
Newmarket, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
P
November 2026 - Financial Reporting & Tax Compliance (CPA) - Full-time - Montreal
PwC
Montreal, QC
- Full-time
Added 1 hour ago
P
Janvier 2027 - Traducteur(rice) - Terme Fixe - Montréal
PwC
Montreal, QC
- Full-time
Added 1 hour ago
P
November 2026 - MTax - Private Tax - Full-time - Montreal
PwC
Montreal, QC
- Full-time
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your…
Added 1 hour ago
Associate Veterinarian - Alcona Animal Hospital
VetStrategy / Daubigny
Innisfil, ON
Alcona Animal Hospital is a full-service small animal hospital offering preventative medicine, surgery, laboratory services, digital X-rays, ultrasound/EKG, tonometry and more.
Added 1 hour ago
Associate Veterinarian - Alcona Animal Hospital
VetStrategy / Daubigny
Innisfil, ON
Alcona Animal Hospital is a full-service small animal hospital offering preventative medicine, surgery, laboratory services, digital X-rays, ultrasound/EKG, tonometry and more.
Added 1 hour ago
BS
Associé(e) aux Ventes à temps partiel / Part-Time Sales Associate
Browns Shoes
Brossard, QC
- Part-time
Chez Chaussures Browns, nous nous efforçons de créer des expériences client exceptionnelles empreintes de style, de service et de passion.
Added 1 hour ago
T
Toronto Premium Outlet Halton Hills - Mandarin Speaking Sales Associate PT 20-29 hours
Tumi
Toronto, ON
- Part-time
As part of our Retail team, the Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong client…
Added 1 hour ago
T
Toronto Premium Outlet Halton Hills - Holiday Sales Associate PT Under 20 hours
Tumi
Toronto, ON
- Part-time
As part of our Retail team, the Holiday Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 1 hour ago
Associate Private Banker - Toronto/Markham
Scotiabank
Toronto, ON · Markham, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…

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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