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Added 3 hours ago
Regional Administrative Manager
National Bank of Canada
Calgary, AB
Full-time
Lead the development, coaching, and performance management of Associates, Branch Administrators, and other support employees across the region.• Manage recruitment, workforce planning,…
Added 6 hours ago
Licensed Sales Assistant (evergreen)
Raymond James
Vancouver, BC
Full-time
Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.
Added 6 hours ago
Licensed Sales Assistant (Evergreen)
Raymond James
Toronto, ON
Full-time
Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.
Added 7 hours ago
PIA Client Service Associate
TD
Victoria, BC
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 7 hours ago
Business Operations Support Representative III
TD
Nanaimo, BC
Full-time
TD Wealth Private Investment Advice is a full-service brokerage ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while…
Added 10 hours ago
Financial Services Representative II
CIBC
Victoria, BC
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 10 hours ago
Wealth Advisor
ATB
Ponoka, AB
Full-time
As ATB's next Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of…
Added 14 hours ago
Financial Services Representative II
CIBC
Winnipeg, MB
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 14 hours ago
Wealth Associate Sudbury
MD Financial Management | Gestion financière MD
Sudbury, ON · Greater Sudbury, ON
Full-time
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and…
Added 14 hours ago
Financial Planning Internship - Wealth Advisor Practice - Winter 2027
IG Wealth Management
BC · British Columbia, Canada
Volunteer
You’ll work under the supervision of a Wealth Advisor and may be involved in a variety of activities related to client service, practice management, financial planning support, and business…
Added 14 hours ago
Coordinator, Region Office Operations, Vancouver BC
IG Wealth Management
Vancouver, BC
Internship
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 15 hours ago
PIA Client Service Associate
TD
Toronto, ON
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 15 hours ago
Professional Assistant Branch Manager Wealth
TD
Vancouver, BC
Full-time
TD Private Wealth Management is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory…
Added 16 hours ago
Business Development Associate, Wealth Management
Canaccord Genuity Group Inc.
Toronto, ON
Full-time
Canaccord Genuity Group Inc. (TSX: CF) is an independent, full-service financial services operating through two principal businesses: capital markets and wealth management. Canaccord…
Added 16 hours ago
Housing Liaison Worker - 6280H
Starling Community Services
Kitchener, ON
Full-time
…Lutherwood) is a progressive, not-for-profit health and social service organization that strengthens people's lives by providing mental health, employment, and housing services to more than…
Added 17 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotia Wealth Management
Markham, ON
Full-time
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,…
Added 17 hours ago
Customer Service Representative, Call Centre, Dynamic (Montreal, QC) 6 month contract
Scotia Global Asset Management
Montreal, QC
Contract
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 17 hours ago
Wealth Associate Sudbury
Scotiabank
Sudbury, ON
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and…
Added 17 hours ago
Financial Planner-Yorkton
TD
Grenfell, SK · Yorkton, SK
Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 18 hours ago
Financial Services Representative II
CIBC
High Level, AB
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 18 hours ago
Financial Services Representative - Full Time
Meridian Credit Union
Windsor, ON
$50,000 to $53,000 CAD / year
Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 18 hours ago
Automation Manager (Full Time Contract - 12 Months)
IG Wealth Management
ON · Ontario, Canada
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 19 hours ago
Customer Service Representative - Renforth & Rathburn, Mississauga (30 hrs/week)
Scotiabank
Toronto, ON · Etobicoke, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 19 hours ago
Operations Officer II - Bilingual
Robertson & Company Ltd.
Mississauga, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 20 hours ago
Motor License Issuer Supervisor
HUB International
Regina, SK
Full-time
When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world…

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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