ScotiaMcLeod Administrative Associate

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 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.

The Role: ScotiaMcLeod Administrative Associate

As a ScotiaMcLeod 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.

Key Responsibilities

• 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.
• Respond 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.

Skills and Qualifications

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 skills.
• 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 Scotia Wealth Management Offers 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.

Key Skills/Competency

• Client Service Excellence
• Wealth Management
• Securities Industry Knowledge
• Investment Representative (IR)
• CIRO Regulations
• Administrative Support
• Portfolio Review
• Trade Execution
• Organizational Skills
• Financial Planning Support