Find your next opportunity

Job details

Requisition ID: 269924 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 Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams. IS THIS ROLE RIGHT FOR YOU In The Role You Will Be responsible for onboarding new client relationships through digital account opening and documentation administration Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor Do You Have The Skills We would love to work with you if you have: Experience in the securities industry 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 Whats 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 : Alberta : Calgary 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.

What you’ll do

Provide administrative support to Advisors and their teams, including onboarding new clients through digital account opening. Process client requests such as account transfers, deposits, withdrawals, and reporting while responding to inquiries in a timely manner.

Requirements

Candidates should have experience in the securities industry and exceptional client service skills. Strong organizational abilities, attention to detail, and the capacity to work independently to meet deadlines are required.

Benefits

• Annual incentive plans • Time off entitlements • Pension Plan • Employee Share Ownership Plan • Favourable employee banking rates • Learning and Development via Scotia Academy

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Securities industry experience
• Verbal communication
• Written communication
• Organizational skills
• Time management
• Client service
• Attention to detail
• Digital account opening
• Documentation administration

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support