Iia Administrative Associate

2 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 211603

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

**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 by:

- supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
- 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 grow assets and/or revenue
- Support the growth of the business by managing tracking reports for Wealth Advisors 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
- Already duly registered as an Investment Representative (IR) with 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
- Fluently bilingual in English/Spanish

**WHAT’S IN IT FOR YOU**
- At ScotiaMcLeod we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At ScotiaMcLeod
- you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- 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.

Location(s): Canada : Ontario : Toronto

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.

  • Manager of IIA Regional Operations

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job DescriptionThe Manager of IIA Regional Operations will oversee the day-to-day operations of the International Investment Advisory (IIA) region. This includes providing guidance, coaching, and support to the Branch Administrator (BA) and other support staff. The ideal candidate will have experience working in a supervisory role and possess strong...

  • IIA Administration Lead Position

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the Role:This IIA Regional Manager Administration position is an excellent opportunity for a seasoned professional to join our dynamic team at Scotiabank. We are looking for someone who can provide leadership and direction to our branch staff, ensuring that our operational strategies and plans are executed effectively.In this role, you will be...

  • IIA Regional Manager Administration

    12 hours ago

    Toronto, Ontario, Canada Scotiabank Full time

    Title: IIA Regional Manager Administration - TorontoRequisition ID: 217024As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

  • IIA Regional Manager Administration

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Title: IIA Regional Manager Administration - Toronto Requisition ID: 217024 As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...

  • Manager of IIA Branch Operations

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    We are seeking a highly experienced Manager of IIA Branch Operations to join our team at Scotiabank. As a key member of our leadership group, this individual will play a critical role in ensuring the smooth operation of our International Investment Advisory (IIA) branches.The ideal candidate will have a deep understanding of the investment industry, with a...

  • IIA Regional Manager Administration

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Title: IIA Regional Manager Administration - TorontoRequisition ID: 217024As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

  • IIA Regional Manager Administration

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Title: IIA Regional Manager Administration - TorontoRequisition ID: 217024As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

  • IIA Regional Manager Administration

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Title: IIA Regional Manager Administration - TorontoRequisition ID: 217024As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

  • IIA Regional Manager Administration

    1 week ago

    Toronto, Canada Scotiabank Full time

    Title: IIA Regional Manager Administration - TorontoRequisition ID: 217024As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

  • ▷ 3 Days Left! IIA Regional Manager Administration

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Title: IIA Regional Manager Administration - Toronto Requisition ID: 217024 As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...

  • Iia Regional Manager Administration

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 217024 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • IIA Regional Manager Administration

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 217024As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...

  • IIA Regional Manager Administration

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 217024As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...

  • IIA Investment Associate

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Empowering Investment AssociatesYou'll be...

  • Administration and Support Services Manager

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Role OverviewThe Administration and Support Services Manager will be responsible for overseeing the administration and support services functions within the International Investment Advisory (IIA) region. This includes providing guidance, coaching, and support to the Branch Administrator (BA) and other support staff. The ideal candidate will have experience...

  • Iia Scotiamcleod Administrative Associate

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 186679 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • IIA Investment Associate

    15 hours ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 215221As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • Iia Investment Associate

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 212473 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Senior Branch Administrator Leader

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleThe Senior Branch Administrator Leader will play a key role in supporting the Regional Director, Branch Managers, and Branch Administrators in International Investment Advisory (IIA). As a trusted advisor, you will provide guidance, coaching, and support to the Branch Administrator (BA) and other branch support staff.ResponsibilitiesCoach and...

  • Scotiamcleod - Iia Investment Associate - Toronto

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 172761 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...