Branch Operations Assistant

About Scotia Wealth Management

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 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 a Branch Operations Assistant, you will provide operations and administrative support to the Branch Management Team and the Advisor teams.

Is This Role Right For You?

In this role, you will:

• Be instrumental in management of the daily administrative operations of the branch
• Manage client account activities and ensuring compliance standards are met
• Assist with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations

Do You Have The Skills?

We would love to work with you if you have:

• Superior customer service skills
• Financial Industry experience
• Strong organization with the ability to manage multiple priorities
• Strong written and oral communication skills

What's In It For You?

We offer:

• 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 your skills

Key skills/competency

• Operations Management
• Administrative Support
• Client Account Management
• Compliance Standards
• Procedure Implementation
• Customer Service
• Financial Industry Knowledge
• Organizational Skills
• Multitasking
• Communication Skills