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Added 1 day 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 1 day ago
Associate Director, Commercial Banking (Corporate Finance Group)
BMO
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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,…
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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…
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Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD
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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…
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PIA Client Service Associate
TD
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…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 2 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 2 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…
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ScotiaMcLeod Administrative Associate - St John's
Scotiabank
St. John's, NL
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…
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…employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across…
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PIA Client Service Associate
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PIA Client Service Associate
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…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
District manager
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Montreal, QC
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Added 3 days ago
IIA Administrative Associate, ScotiaMcLeod (Spanish/ English) - Toronto
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…
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ScotiaMcLeod Administrative Associate - Winnipeg
Scotia Wealth Management
Winnipeg, MB
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Added 3 days ago
ScotiaMcLeod Administrative Associate - Winnipeg
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Winnipeg, MB
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…
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Scotiabank

ScotiaMcLeod Administrative Associate - St John's

St. John's, NL, A1C 1B6, Canada

Posting language: English
Posted: Aug 17, 2026

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Original job description

Requisition ID: 270862

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)
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 : Newfoundland and Labrador : St John's

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 contributes to the success of Wealth Advisors by managing administrative processes and day-to-day trading activities. They also provide high-level client service, assist with marketing materials, and support business growth through report management.

Requirements

Candidates must have experience in the securities industry and hold an Investment Representative (IR) approval with the Canadian Investment Regulatory Organization (CIRO). Strong communication, organizational, and client service skills are essential for this role.

Skills

Securities industry knowledge
Investment representative
Client service
Administrative support
Trading
Portfolio review
Marketing assistance
Financial planning
Verbal communication
Written communication
Organizational skills
Time management
Attention to detail
Independent work
Relationship management

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

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