Enriched Thinking® means seeing not only the big picture but all the little ones too.
Toronto, Ontario
Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it as your needs evolve. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®. http://bit.ly/socialdisclaim
On-site
Greet and direct clients as the first point of contact, creating a welcoming impression and supporting the effective operation of the Scotia Wealth Management office. Take and relay messages, respond to and action client requests, and contribute to a customer-focused culture across the firm and its bank partners.
On-site · Ottawa
Prepare comprehensive financial plans and investment strategies tailored to clients’ goals, and build relationships to retain existing clients and grow the client base. Execute business plans, conduct client seminars, promote products and services, and comply with regulatory, operational, and risk-control requirements.
On-site · Vancouver
Provide administrative support to one or more Wealth Advisors, including managing client administration, processing trades as directed, responding to inquiries, and resolving issues. Coordinate marketing materials and events, maintain business tracking reports, and collaborate with internal teams to support client relationships and business growth.
On-site · Toronto
Support the Branch Management Team with administrative activities, operational efficiency, staff coordination, and consistent day-to-day branch operations. Help implement compliance procedures and provide hands-on technical support, basic application training, and coordination with internal support teams to resolve technology issues.
On-site · Toronto
Support the Branch Management Team with daily administration, operational efficiency, staff coordination, and consistent client service. Help implement compliance procedures and provide hands-on technical support, basic application training, and coordination with internal or external support teams.
On-site · Belleville
Develop and deepen relationships with mass-affluent clients by providing financial planning and investment advice, conducting needs analyses, and acquiring new clients. Grow investment business through prospecting, networking, community involvement, referrals, and compliant execution of business development plans.
On-site · Markham
Acquire and grow high-net-worth and ultra-high-net-worth client relationships through prospecting, referrals, networking, and holistic wealth advice. Maintain suitable, compliant client strategies and documentation while collaborating with internal teams to deliver integrated solutions and support business growth.
On-site · Toronto
Provide investment advice and responsive account support to foundation clients, including onboarding, documentation, and ongoing relationship management. Identify opportunities to deepen client relationships and grow assets while collaborating with internal partners and colleagues to deliver a seamless service experience.
On-site · Markham
Manage client administration, investigate and resolve escalations, respond to inquiries, and support portfolio reviews and client-directed transactions. Coordinate marketing materials and events, maintain business tracking reports, and collaborate with colleagues to support business growth and client relationships.
On-site · St. John's
Provide administrative support to one or more Wealth Advisors, managing client processes, inquiries, escalations, and transactions, including trades directed by clients or advisors. Support business growth through marketing coordination, tracking reports, portfolio reviews, and collaboration with internal teams.
On-site · Vancouver
Support a Wealth Advisor in managing and growing their book of business by delivering client service, identifying opportunities to gather assets or increase revenue, and deepening relationships through wealth planning. Prepare and present client reports and recommendations, develop communications and marketing materials, and provide direction and coaching to associates while ensuring administrative processes are effective and tracked.
On-site · Winnipeg
Provide administrative support to one or more Wealth Advisors, including managing client administration, responding to inquiries, resolving issues, and processing client transactions and trades as directed. Coordinate marketing materials and events, maintain business tracking reports, and collaborate with internal contacts to support client relationships and business growth.
On-site · Toronto
Provide administrative and trading support to one or more Wealth Advisors, managing client processes, inquiries, transactions, and escalations while delivering responsive client service. Coordinate marketing materials and events, maintain business tracking reports, and collaborate with internal contacts to support business growth.
On-site · Ottawa
The Trade Representative facilitates trade instructions and responds to client inquiries via telephone, online, and chat channels. They are responsible for ensuring accurate trade execution while maintaining compliance with financial regulations and internal policies.
On-site · Montréal
The associate will support wealth management advisors by managing administrative operations and providing high-level client service. Responsibilities include processing client transactions, coordinating marketing materials, and maintaining accurate financial reporting.
On-site · Montréal
The Administrative Associate supports Wealth Advisors by managing administrative processes, executing client trades, and ensuring high-quality service. They also assist with marketing initiatives, event coordination, and tracking business growth targets.
On-site · Victoria
Act as the first point of contact by greeting and directing clients and managing messages. Support the effective operation of the Scotia Wealth Management office while championing a customer-focused culture.
Hybrid · Halifax
Provide administrative and operational support to Financial Consultants and Portfolio Managers to maintain high service standards for MD clients. Manage client documentation, process transaction requests, and ensure adherence to regulatory requirements and internal policies.
Hybrid · Halifax
Provide administrative and operational support to Financial Consultants and Portfolio Managers to maintain high service standards for MD clients. Manage client documentation, process transaction requests, and coordinate client meetings while ensuring adherence to regulatory requirements.
On-site · Montréal
The Branch Administrator manages all administrative areas of branch operations and oversees the hiring, training, and performance management of support staff. They are also responsible for overseeing transactional banking functions and ensuring adherence to compliance and audit requirements.
