ScotiaMcLeod Administrative Associate - Markham

Job summary

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.

Job details

Requisition ID: 274925 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. 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 needsby 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 : Markham 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

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.

Requirements

Candidates need securities industry experience and approval as an Investment Representative with CIRO. They should have strong communication, organizational, time-management, and client-service skills, with initiative, independence, attention to detail, and the ability to meet deadlines.

Benefits

• Annual Incentive Plans • Paid Time Off • Pension Plan • Employee Share Ownership Plan • Favourable Employee Banking Rates • Learning And Development

Listed skills

• Time management · Preferred
• Customer service · Preferred
• written communication · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• issue resolution · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Client Administration
• Securities Industry Experience
• Investment Representative Approval
• Portfolio Reviews
• Trade Entry
• Client Transactions
• Issue Resolution
• Marketing Coordination
• Business Growth Support
• Tracking Reports
• Verbal Communication
• Written Communication
• Organization
• Time Management
• Attention To Detail

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Marketing