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Added 11 mins ago
Sales Associate-EN
Canadian Forces Morale and Welfare Services
Colwood, BC
$19.92 to $21.71 CAD / hour
Part-time
As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may…
Added 11 mins ago
Home and Electronics Sales Associate-EN
Canadian Forces Morale and Welfare Services
Victoria, BC
$20.12 to $21.93 CAD / hour
Part-time
As a Home and Electronics Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF) and in assisting them, you are helping your…
Added 11 mins ago
sales associate - retail
Verti Store inc.
Laval, QC
Full-time
Added 28 mins ago
Receptionist
International Clinic
Front of Yonge, ON
Full-time
Minimum 2–3 years of experience as a receptionist, front desk associate, or customer service role (preferably in a clinic).
Added 29 mins ago
Event Audio Visual Technicians- Part time, Full-Time Edmonton Alberta
Encore Global
Edmonton, AB
Full-time · Part-time
Understands and fosters the hotel or client relationship.
Added 29 mins ago
Event Audio Visual Technician- Part Time- Kelowna, BC
Encore Global
Kelowna, BC
Part-time
Understands and fosters the hotel or client relationship.
Added 29 mins ago
Investment Associate
RBC
Ottawa, ON
Full-time
…Private Wealth of RBC Dominion Securities. As an Investment Associate, you will play a critical role in executing investment trades, managing portfolio rebalancing, and ensuring optimal…
Added 42 mins ago
Manager, Business Development
Walmart Canada
Mississauga, ON
Full-time
…Demonstrates and encourages respect for others; drives a positive associate and customer experience for all; embraces differences in people, cultures, ideas, and experiences; supports…
Added 42 mins ago
Manager, Business Development
Walmart Canada
Mississauga, ON
Full-time
…Demonstrates and encourages respect for others; drives a positive associate and customer experience for all; embraces differences in people, cultures, ideas, and experiences; supports…
Added 44 mins ago
Business Tax Services Associate - Winter 2027
RSM US LLP
Toronto, ON
Full-time
…professional tax staff stay current on the latest changes impacting client businesses and deliver tax solutions that are practical yet creative. As a Tax Associate, you will report to the…
Added 44 mins ago
Business Tax Services Associate - Winter 2028
RSM US LLP
Toronto, ON
Full-time
…professional tax staff stay current on the latest changes impacting client businesses and deliver tax solutions that are practical yet creative. As a Tax Associate, you will report to the…
Added 44 mins ago
Customer Experience Associate
TD
Camrose, AB
Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 44 mins ago
Customer Experience Associate
TD
Kelowna, BC
Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 59 mins ago
Food Service Associate/ Server
Sodexo Canada Ltd
Aurora, ON
$19 to $20 CAD / hour
Full-time
The Food Service Worker/ Server may work anywhere on property where food is prepared. This person will assist in setup and serving of food from counters and steamtables. Duties will include…
Added 59 mins ago
Associate, Credit Management - Corporate Client Group
Royal Bank of Canada
Calgary, AB
Full-time
…have strong written and verbal communication skills? As an Associate, you will assist with the management of the portfolio of Corporate Client Group (CCG) Borrowers. This is a middle office…
Added 59 mins ago
Associate
Royal Bank of Canada
AB · EDMONTON, Alberta
Full-time
The Dominion Securities Branch in Edmonton is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing…
Added 59 mins ago
Associate
Royal Bank of Canada
Ottawa, ON
Full-time
By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member,…
Added 1 hour ago
Global Mobility Tax - Senior Associate
ACCA Careers
Calgary, AB
Full-time
As a Senior Associate, your role is essential in upholding compliance with tax regulations and optimizing tax processes for employees on international assignments. This position is key in…
Added 1 hour ago
Director of Primary Care
Canadian College of Health Leaders - Northwestern Ontario Chapter
London, ON
Full-time
…health, care of marginalized women, issues of health equity, client-led service development, and the advancement of partnerships that improve access to vital services for people who are at…
Added 1 hour ago
Associate Project Manager
BGIS
Ottawa, ON
Full-time
Client service orientation – strong client service orientation.
Added 1 hour ago
Billing Coordinator
Zedcor Security Solutions
Calgary, AB
Full-time
…Canada and the United States, with emphasis on industry leading service levels, data-supported efficiency outcomes, and continued innovation. Zedcor services the Canadian market through…
Added 1 hour ago
Associate
RBC
Toronto, ON
Full-time
By providing ongoing, exceptional service and support to our clients and Advisor team, you will help strengthen existing relationships, welcome new clients to the firm, and play a key role…
Added 1 hour ago
Associate Director, Finance & Risk Data Management Office, Chief Data Office
RBC
Toronto, ON
Full-time
…Chief Financial Office and Group Risk Management teams, the Associate Director is the first line of defense for data management risk and is responsible for building and maintaining a…
Added 1 hour ago
Associate
RBC
Windsor, ON
Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 1 hour ago
Associate
RBC
Oakville, ON
Full-time
The RBC Dominion Securities Branch located in Oakville, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by providing…

Scotiabank

ScotiaMcLeod Administrative Associate - Toronto Plaza

Toronto, ON, M5H 1H1, Canada

Posting language: English
Posted: Sep 23, 2026

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Original job description

Requisition ID: 274537

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 : Ontario : Toronto

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

Provide administrative and day-to-day trading support to one or more Wealth Advisors, including managing client processes, responding to inquiries, resolving issues, and processing transactions. Support portfolio reviews, coordinate marketing materials and events, maintain business tracking reports, and collaborate with internal teams to strengthen client relationships and business growth.

Requirements

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

Skills

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

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 Advisor
Securities Industry
Investment Representative
CIRO
Client Service
Client Administration
Portfolio Reviews
Client Trades
Trade Processing
Client Transactions
Client Inquiries
Issue Resolution
Wealth Planning
Investment Advisory
Marketing Materials
Events And Seminars
Business Tracking Reports
Financial Plans
Revenue Growth
Asset Growth
Relationship Management
Administrative Processes

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