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Added 11 mins ago
B
Manager - Programs Management, Strategy, Process & Tools
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Montreal, QC
- Full-time
Develop competency frameworks, learning paths, and leadership development initiatives aligned with the evolving needs of the Programs organization.
Added 42 mins ago
A
Senior Sales Representative, Core Major Accounts (Hunter)
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- Full-time
Keep learning. Access ongoing training, development, and mentorship.
Added 57 mins ago
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- Full-time
Mentorship and learning. You will work alongside Digital Transformation Partners and Applied AI Engineers who will guide and challenge you as you develop your technical and problem-solving…
Added 57 mins ago
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Digital Transformation Intern
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Vancouver, BC
- Full-time
Mentorship and learning. You will work alongside Digital Transformation Partners and Applied AI Engineers who will guide and challenge you as you develop your technical and problem-solving…
Added 1 hour ago
Senior Financial Advisor - Mahogany, Calgary, AB
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AB · Calgary, AB
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Added 1 hour ago
Strategic Deal Lead
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Edmonton, AB · AB · Vancouver, BC · Victoria, BC · Winnipeg, MB · Saint John, NB · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
A strategic advisor and coach to pursuit teams on high-value, complex deals across service lines.
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HSW Advisor - 1 Full-Time, Permanent, Position in Edmonton or Calgary
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- Full-time
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Calgary, AB
- Full-time
Access to online learning platforms for continuous learning and development
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Bolton, ON
- Full-time
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Added 2 hours ago
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Agro Advisor II (Full-Time) - Innisfail - Central Alberta Co-op
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- Full-time
Are you passionate about agriculture and providing expert support to growers? Do you thrive on building strong customer relationships and offering timely crop solutions? At Central Alberta…
Added 2 hours ago
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Commercial Banking Advisor
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- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results oriented…
Added 2 hours ago
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Customer Success Manager - Global Public Sector
Salesforce Partner Canada
Toronto, ON
- Full-time
Learning & Development: Apply product knowledge and expertise to address technical concerns, use this knowledge to ask ** effective diagnosis questions**, and align platform features with…
Added 2 hours ago
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Customer Success Manager - Global Public Sector
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Learning & Development: Apply product knowledge and expertise to address technical concerns, use this knowledge to ask ** effective diagnosis questions**, and align platform features with…
Added 2 hours ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
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Added 2 hours ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
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Added 2 hours ago
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Executive Recruiter
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- Full-time
Expertise in executive sourcing, research, market mapping, passive-talent engagement, relationship development, and high-touch candidate management
Added 2 hours ago
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PIA Client Service Associate
TD
Markham, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 2 hours ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 2 hours ago
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TECH LEAD - GRC ENGINEERING
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Opportunities for learning, training and development, and much more...
Added 3 hours ago
UO
Employer Specialist, Engineering Career Centre
University of Calgary
Calgary, AB
- Volunteer
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Added 3 hours ago
FC
Financial Aid Advisor - Appendix D/Temporary Assignment
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London, ON
- Full-time
The Financial Aid Advisor plays a critical role in advancing student access, persistence, and success by delivering comprehensive, student-centred financial aid advising, guidance, and…
Added 3 hours ago
NB
Senior Advisor AML/ATF Compliance
National Bank of Canada
Montreal, QC
- Full-time
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning by doing, enable you to master your role and develop new areas of…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, 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 3 hours ago
Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC · Langley, BC
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that…
Added 3 hours ago
Senior Financial Analyst - Payroll Accounting
TELUS
Calgary, AB · Edmonton, AB · Burnaby, BC · Vancouver, BC · Toronto, ON · Montreal, QC
Ability to adapt quickly to changing priorities in a fast-paced environment, with a drive for continuous learning and professional development

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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