Administrative Assistant (Service)

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.

The Administrative Associate’s primary focus is to assist an Advisor in the day-to-day trading and the administration of their business. The Administrative Associate may support more than one Advisor who may have different types of business.

Reviewing the portfolio to ensure it meets the current or updated risk profile and aligns with applicable investment program

Remaining up to date with all the regulatory rules and trading activities as it relates to client accounts

Ensure effective client administration by:

Following up with clients on missing documentation required as per the industry regulatory requirements

Maintaining client files and information of the appropriate systems

Checking daily trades and all system entries in accounts for timelines and accuracy

Understanding the required documentation for all client account types

Provide marketing assistance to the Advisor by:

Identifying opportunities to gather additional assets and/or increase revenue within the existing client base (i.e. referrals, consolidation of assets, insurance, etc…)

Developing, distributing and maintaining marketing materials

Maintaining or co-ordinating electronic marketing

Managing the approval process for all marketing and mass communication

Reviewing and reducing all restricted accounts

Tracking the Growth Bonus payments and follow up

Preparing, analyzing, and presenting reports and recommendations, financial plans/concepts, insurance, annual trading summary etc. Building effective working relationships across the team and with various business line and corporate function contacts

Maintaining a high level of customer service

Knowledge of Microsoft systems: Word, Excel and PowerPoint

The role operates within a standard office environment.

Seminars and client/prospect events are often held in the evening which can require a longer than usual working day.

All applicable education, examination, and training requirements for licensing and confirmed registration as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO)

Post secondary

#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.

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.