Wealth Management Administrative Associate
Scotia Wealth Management • toronto, on • Posted July 16, 2026
Position Overview
Elevate client experiences as a Wealth Management Administrative Associate at ScotiaMcLeod in Toronto, Ontario. This role is vital for delivering high-quality client services and optimizing daily operations.
As an Administrative Associate, you'll collaborate closely with Wealth Advisors to manage client portfolios and respond to inquiries efficiently. Your efforts will strengthen client relationships and enhance service delivery through effective administration and proper execution of trades. Marketing assistance is also part of your responsibilities to help increase business opportunities.
Key Responsibilities:
• Manage client administration and resolve escalations
• Enter client trades as directed by Advisors
• Provide timely responses to client inquiries and transactions
• Assist in organizing marketing materials and seminars
• Foster collaboration across various departments and groups
Requirements:
• Background in the securities industry
• CIRO-approve...
As an Administrative Associate, you'll collaborate closely with Wealth Advisors to manage client portfolios and respond to inquiries efficiently. Your efforts will strengthen client relationships and enhance service delivery through effective administration and proper execution of trades. Marketing assistance is also part of your responsibilities to help increase business opportunities.
Key Responsibilities:
• Manage client administration and resolve escalations
• Enter client trades as directed by Advisors
• Provide timely responses to client inquiries and transactions
• Assist in organizing marketing materials and seminars
• Foster collaboration across various departments and groups
Requirements:
• Background in the securities industry
• CIRO-approve...