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Added 6 hours ago
Private Trust Client Service Associate
TD
Calgary, AB
Full-time
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client…
Added 6 hours ago
PIA Client Service Associate
TD
Victoria, BC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 11 hours ago
Associate
RBC
Guelph, ON
Full-time
We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and…
Added 12 hours ago
Client Service Associate-Bilingual
CIBC
Montreal, QC
Full-time
You are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. As a Client Service Administrator, you will provide exceptional service to Private…
Added 12 hours ago
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD
Winnipeg, MB
Full-time
We are seeking a Private Client Services Associate – Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a legendary client…
Added 12 hours ago
Wealth Associate Sudbury
MD Financial Management | Gestion financière MD
Sudbury, ON · Greater Sudbury, ON
Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 12 hours ago
Client Service Associate-Bilingual
CIBC
Montreal, QC
Full-time
You are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. As a Client Service Administrator, you will provide exceptional service to Private…
Added 13 hours ago
PIA Client Service Associate
TD
Toronto, ON
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 14 hours ago
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
Full-time
…Unit (RDU) means playing a key role in business development, client relationship management, and influential leadership within your team. You will serve as a trusted point of reference,…
Added 15 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotia Wealth Management
Markham, ON
Full-time
Ensure effective client administration by managing all administrative processes and escalations requiring investigation
Added 15 hours ago
Wealth Associate Sudbury
Scotiabank
Sudbury, ON
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 17 hours ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Calgary, AB
The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics.…
Added 17 hours ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
AB
The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics.…
Added 19 hours ago
Associate, Technical Support
Scotiabank
Toronto, ON
The incumbent is responsible for technical systems and business application support to all production and client-server systems maintained within Scotia Global Asset Management.
Added 20 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotiabank
Markham, ON
Ensure effective client administration by managing all administrative processes and escalations requiring investigation
Added 20 hours ago
Senior Fund Accountant, Private Markets
MUFG Investor Services
Halifax, NS
Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on private equity structures. This role is responsible for…
Added 20 hours ago
Senior Fund Accountant, Private Markets
MUFG Investor Services
Halifax, NS
Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on private equity structures. This role is responsible for…
Added 1 day ago
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
Full-time
A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team. Financial professionals working together to be the best at…
Added 2 days ago
PIA Client Service Associate
TD
Montreal, QC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 3 days ago
Associate Director, Commercial Banking (Corporate Finance Group)
BMO
Toronto, ON · FCP
The Associate Director plays a critical role in supporting the growth and risk‑management objectives of the portfolio. This role requires a combination of advanced financial analysis,…
Added 3 days ago
PIA Client Service Associate
TD
Brampton, ON
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 3 days ago
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD
Winnipeg, MB · Calgary, AB
Full-time
We are seeking a Private Client Services Associate – Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a legendary client…
Added 3 days ago
PIA Client Service Associate
TD
Winnipeg, MB
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 3 days ago
IIA Administrative Associate, ScotiaMcLeod (Spanish/English)
Scotiabank
Toronto, ON
Ensure effective client administration by following up with clients on missing documentation required as per the industry regulatory requirements, maintaining client files and information…
Added 3 days ago
ScotiaMcLeod Administrative Associate - St John's
Scotia Wealth Management
St. John's, NL · Greater St. John's Metropolitan Area
Full-time
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…

Scotiabank

ScotiaMcLeod Administrative Associate - Markham

Markham, ON, L3R 0B8, Canada

Posting language: English
Posted: Sep 28, 2026

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Original job description

Requisition ID: 274925

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.

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 needsby 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)
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 : Ontario : Markham

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

Manage client administration, investigate escalations, respond to inquiries, resolve issues, and process client transactions. Support the Wealth Advisor with portfolio reviews and directed trades, coordinate marketing events and materials, maintain business tracking reports, and collaborate across departments.

Requirements

Candidates need securities industry experience and approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO). They should also have strong communication, organization, initiative, attention to detail, time management, deadline management, and client service skills.

Skills

Client Service
Client Administration
Securities Industry Experience
Investment Representative Approval
Verbal Communication
Written Communication
Organization
Initiative
Independent Work
Deadline Management
Attention To Detail
Time Management
Portfolio Reviews
Trade Entry
Issue Resolution
Marketing Coordination

Benefits

Annual Incentive Plans
Time Off Entitlements
Pension Plan
Employee Share Ownership Plan
Favourable Employee Banking Rates
Learning And Development

Visa sponsorship

Not detected in the job text

Keywords

ScotiaMcLeod
Scotia Wealth Management
Wealth Management
Securities Industry
Investment Representative
CIRO
Client Administration
Client Service
Portfolio Reviews
Client Trades
Client Transactions
Escalation Management
Issue Resolution
Marketing Materials
Events And Seminars
Asset Growth
Revenue Growth
Tracking Reports
Financial Plans
Wealth Advisor
Investment Advice
Relationship Building
Client Inquiries
Departmental Collaboration

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