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Added 7 mins ago
TI
vCIO
Techify Inc.
Toronto, ON · North York, ON
- $105,000 to $155,000 CAD / year
- Full-time
Act as a trusted advisor to client leadership teams
Added 7 mins ago
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Project Manager
DYNAMO
Regina, SK
- Full-time
Joining our construction services team offers a unique opportunity to play a leadership role in delivering complex industrial, utility, and electrical infrastructure projects for both new…
Added 7 mins ago
D
Project Manager
DYNAMO
Saskatoon, SK
- Full-time
Joining our construction services team offers a unique opportunity to play a leadership role in delivering complex industrial, utility, and electrical infrastructure projects for both new…
Added 7 mins ago
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Manager, Client Growth & Lead Generation - Tangerine
Tangerine
Toronto, ON
- Full-time
Analyze client and business data to identify trends, opportunities and potential client segments for Growth Advisor engagement.
Added 19 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 19 mins ago
IP
Wealth Management Licensed Assistant
IG Private Wealth Management
Brandon, MB
- Full-time
Accurately enter client trades as directed by Advisor or client.
Added 19 mins ago
TS
VP, Debt Capital Markets, Corporate & Investment Banking
TD Securities
Toronto, ON
- Full-time
Develop and maintain senior client relationships with CFOs, Treasurers, and other corporate decision-makers, serving as a strategic advisor on capital structure, market conditions, and…
Added 19 mins ago
BC
Executive Advisor, Legal Services
Build Canada Homes | Maisons Canada
ON · Ontario, Canada
- Full-time
…redirect issues as appropriate in absence of the Interim Legal Services…
Added 19 mins ago
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Advisor, Analytics Consulting
TransUnion
Burlington, ON
- Full-time
As an Advisor, Analytics Consulting, you will serve as the primary delivery lead for client-contracted analytics consulting engagements focused on credit risk management and business…
Added 22 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 22 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Calgary, AB
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 22 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Markham, ON
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 23 mins ago
UO
Finance Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 23 mins ago
UO
Finance Partner
University of Alberta
Camrose, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 38 mins ago
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Toronto, ON · Ottawa, ON
The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and Services team. This position is responsible for delivering integrated, total…
Added 38 mins ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
…a Financial Crime Professional, resilient, dynamic, trusted advisor and adaptive leader with knowledge and experience with facets of the Financial Crime Risk Management Program including…
Added 52 mins ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Vancouver, BC
- Contract
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 52 mins ago
C
Conseiller(ère) stratégique expert(e) en gouvernance, données et IA
CGI
Montreal, QC
- Full-time
We are seeking a Strategic Advisor with expertise in governance, data, and AI to support executive leadership, governance committees, and business stakeholders in defining visions,…
Added 52 mins ago
S
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Ottawa, ON
- Full-time
The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and Services team. This position is responsible for delivering integrated, total…
Added 54 mins ago
D
Personal Finance Advisor
Desjardins
Quebec, QC · Caisse Desjardins de l'Université Laval
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 54 mins ago
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Client Financial Services Agent
Desjardins
Saint-Boniface, QC · Caisse Desjardins de Saint-Boniface
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 54 mins ago
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Personal Finance Advisor
Desjardins
Sainte-Adèle, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 54 mins ago
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Wealth Management Advisor
Desjardins
Saint-Alexandre-de-Kamouraska, QC · Saint-Pascal, QC · Caisse Desjardins du Centre Est de Kamouraska
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 54 mins ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 54 mins ago
KS
Energy Sales Advisor (Part-Time/Full-Time)
Kognitive Sales Solutions
Leduc, AB
- Full-time
- Part-time
Educate customers on the features and benefits of our client’s energy plans and services, ensuring customers feel informed, supported, and confident in their decision.

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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