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Added 14 mins ago
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Frito-Lay Route Sales Representative - 6 Month Contract
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Financial Controller
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Prepare the monthly work-in-progress schedule and recognize contract revenue on a percentage-of-completion basis.
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- Full-time
Banas Stones & Porcelain is looking for skilled & professional individuals to join our team as a Inside Sales Representatives.
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Conference and Services Manager
Coast Hotels
Canmore, AB
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Added 56 mins ago
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VP, Private Credit Operations
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Added 56 mins ago
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Manager, Private Credit
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Added 56 mins ago
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Mortgage Specialist
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Health & Safety Coordinator
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An understanding of engineering standards, regulatory requirements, construction practices, and contract administration.
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Senior Financial Analyst
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Added 1 hour ago
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Associate Lawyer
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- $100,000 to $150,000 CAD / year
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Added 1 hour ago
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Scotiabank

ScotiaMcLeod Administrative Associate (Contract)

Vancouver, BC, V6J 1W8, Canada

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Job details

Posting language: English
Posted: Oct 6, 2026

Original job description

Requisition ID: 275400

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 be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

Ensure effective client administration by managing all administrative processes and escalations requiring investigation
Consistently demonstrate high levels of client service to deepen relationships;
- by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
- by responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Experience in the securities industry
Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) would be considered an asset
Excellent verbal and written communication
Strong organizational skills
Ability to take initiative, work independently and meet deadlines
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 – free access to Scotia Academy to upskill and develop your skills.

#SWM

Location(s): Canada : British Columbia : Vancouver

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 will support Wealth Advisors by managing administrative processes and executing client trades. They are also responsible for providing marketing assistance and maintaining high-quality client service to deepen relationships.

Requirements

Candidates should have experience in the securities industry and strong organizational and communication skills. Approval as an Investment Representative with the Canadian Investment Regulatory Organization is considered an asset.

Skills

Client service
Administrative support
Trading
Portfolio review
Marketing assistance
Reporting
Communication
Organizational skills
Time management
Attention to detail
Securities industry knowledge
Investment representative

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

ScotiaMcLeod
Wealth Management
Administrative Associate
Securities Industry
CIRO
Investment Representative
Client Administration
Portfolio Management
Financial Planning
Marketing
Reporting
Wealth Advisor
Enriched Thinking
Banking
Client Service

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