ScotiaMcLeod Administrative Associate - Markham

Requisition ID : 250163

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

DO YOU HAVE THE SKILLS

We would love to work with you if you have :

WHATS IN IT FOR YOU

#SWM