ScotiaMcLeod Administrative Associate - Winnipeg

Job summary

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.

Job details

Requisition ID: 272864 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 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. 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 needs by 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 : Manitoba : Winnipeg 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 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.

Requirements

Candidates should have securities industry experience and approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO). They should also demonstrate strong communication and organizational skills, initiative, independence, attention to detail, time management, and exceptional client service.

Benefits

• Competitive Compensation • Annual Incentive Plans • Time Off Entitlements • 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
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Client Administration
• Securities Industry Experience
• Investment Representative Approval
• Verbal Communication
• Written Communication
• Organization
• Initiative
• Independent Work
• Deadline Management
• Attention To Detail
• Time Management
• Portfolio Reviews
• Trade Processing
• Marketing Coordination
• Relationship Building

Job areas

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