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Added 2 mins ago
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Parts Representative -Heavy Duty
Wajax
AB · Rocky View County, AB
- Full-time
…delivery of parts, supplies and materials for inventory and support for the service department. Secondary functions include customer service in support of the business of service and parts…
Added 2 mins ago
SC
Member Service Representative
Sunrise Credit Union
Holland, MB
- Full-time
…services and identifies opportunities to cross sell or refer sales opportunities to other…
Added 2 mins ago
SC
Branch Manager
Sunrise Credit Union
Hartney, MB
- Full-time
Manage the branch Marketing Budget as to support local initiatives that will support your community.
Added 2 mins ago
AC
Member Service Representative I (Full-Time, 18 Month Term) St. Mary's
Access Credit Union
Winnipeg, MB · St. Mary's Branch
- Full-time
At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and…
Added 2 mins ago
SD
Customer Service Sales
SRS Distribution Inc.
Saanichton, BC
- Full-time
The primary function of Customer Service - Sales is to provide product knowledge on building materials to new and existing customers. The shifts will be Thursday - Monday and the wage range…
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SC
Financial Service Representative Development
StellerVista Credit Union
Castlegar, BC
- Full-time
…of the branch through the achievement of established retail sales goals and the application of member relationship management tools and techniques. You will support the promotion and sales…
Added 2 mins ago
CC
Retail Shift Leader
Canna Cabana
Toronto, ON
- $17.95 to $19.5 CAD / hour
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 2 mins ago
BT
Finance Manager - Truck Sales
Bosch Truck Group Inc. - Calgary
Calgary, AB
- Full-time
Assist the sales team in overcoming financial and administrative obstacles to completing transactions.
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Coordinator, Specialty Leasing
OMERS
Mississauga, ON · Square One
- Full-time
Administrative Support: Provide comprehensive administrative support, including preparing specialty leasing transaction documents and ensuring all required agreements, payments, insurance,…
Added 2 mins ago
MF
Sales Operations Analyst
Magnet Forensics
Waterloo, ON
- Full-time
The Sales Operations Analyst is responsible for the end of sale cycle within the organization. In this role, you will maintain salesforce contract data, fulfil licenses, invoice customers,…
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Director of Product Marketing
Quandri
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…yourself. As the company grows, you’ll help build the team to support an expanding product…
Added 3 mins ago
ZT
Inventory & Logistics Analyst
ZEROCOR Tubulars
Calgary, AB
- Full-time
…essential for ensuring seamless coordination among marketing, sales support, and…
Added 17 mins ago
Executive Assistant
Dayforce
Canada
Dayforce is searching for an experienced, dependable, and highly proactive Executive Assistant to support two members of the leadership team in the Americas New Business sales organization.
Added 17 mins ago
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Senior Branch Administrator, Wood Gundy-Bilingual
CIBC
Quebec, QC
- Full-time
As a member of the CIBC Wood Gundy team, you will be responsible for contributing to the people management of a small support team, including creating a positive work environment, leading…
Added 17 mins ago
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Administrative Assistant
CIBC
Edmonton, AB
- Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing…
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Change Enablement and Adoption Co-op
CIBC
Toronto, ON
- Full-time
…repositories, and reference materials current and easy to use. You’ll support Knowledge Central (KC) updates, maintain SharePoint and documentation standards for audit readiness, and assist…
Added 17 mins ago
I
Pharmaceutical Hybrid Account Manager
ImpactBio
ON · Ontario, Canada
- Full-time
Ready to take your pharmaceutical sales career beyond the phone?
Added 17 mins ago
FC
Manager, Group Administration
First Canadian Financial Group
Edmonton, AB
- Full-time
First Canadian Group Benefits is growing nationally, and we're investing in the people, technology and capabilities that will support our next stage of growth.
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Loans Analyst, Agriculture Commercial Financing (Bilingual)
FCC / FAC
Woodstock, NB
- Full-time
…comprehensive group benefit and savings plans, and well-being support through benefits and wellness…
Added 17 mins ago
FC
Group, Administrator III
First Canadian Financial Group
Edmonton, AB
- Full-time
First Canadian Group Benefits is growing nationally, and we're investing in the people, technology and capabilities that will support our next stage of growth.
Added 17 mins ago
F/
Loans Analyst, Agriculture Commercial Financing (Bilingual)
FCC / FAC
Moncton, NB
- Full-time
…comprehensive group benefit and savings plans, and well-being support through benefits and wellness…
Added 17 mins ago
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Loans Analyst, Agriculture Commercial Financing (Bilingual)
FCC / FAC
Charlottetown, PE
- Full-time
…comprehensive group benefit and savings plans, and well-being support through benefits and wellness…
Added 17 mins ago
PA
Part-Time Front Desk Administrator (Precision Honda)
Performance Auto Group
Mississauga, ON
- Part-time
Empowerment: We encourage and support our people in taking initiative
Added 17 mins ago
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Loans Analyst, Agriculture Commercial Financing (Bilingual)
FCC / FAC
Millbrook, NS
- Full-time
…comprehensive group benefit and savings plans, and well-being support through benefits and wellness…
Added 17 mins ago
EC
Admissions Coordinator FT
EHN Canada
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
…role combines compassionate client advocacy with consultative sales - helping prospective clients understand our programs, assess fit, and make informed decisions about entering…

Scotiabank

ScotiaMcLeod Administrative Associate

White Rock, BC, V4A 6E7, Canada

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Requisition ID: 278224

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.

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 works closely with a Wealth Advisor to manage their book of business by providing effective client service. They also contribute to business development and sales activities while ensuring administrative processes are streamlined.

Requirements

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

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
ScotiaMcLeod
Securities industry
CIRE
Canadian Investment Regulatory Exam
Client service
Business development
Sales
Financial reporting
Administrative support
Wealth planning
Investment advisory
Marketing
Banking

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