Scotiamcleod Administrative Associate

5 months ago


Peterborough, Canada Scotiabank Full time

Requisition ID: 198242

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 preferred
- 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

**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 : Peterborough

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.



  • Peterborough, Canada Scotiabank Full time

    Requisition ID: 210548 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...


  • Peterborough, Canada Scotiabank Full time

    Requisition ID: 186986 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...


  • Peterborough, Canada Scotiabank Full time

     Requisition ID: 210548As 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...


  • Peterborough, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". As a Branch Systems Administrator with ScotiaMcLeod, you will contribute to the effective functioning of the branch team by ensuring all workstations, voice communications and multi-functioning devices are running effectively. Key Responsibilities: * Deliver proactive...


  • Peterborough, Ontario, Canada Scotiabank Full time

    As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.We're seeking a skilled individual to join our team as a Branch Systems Administrator. This role is critical in ensuring the effective functioning of our branch operations by maintaining and...

  • Office Associate

    4 weeks ago


    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs an Office Associate at RBC Wealth Management, you will play a vital role in ensuring the smooth operation of our branch. Your primary responsibility will be to provide exceptional administrative support to our Financial Advisors and Client Associates, enabling them to focus on delivering exceptional client experiences.Key...


  • Peterborough, Ontario, Canada Scotiabank Full time

    Company OverviewScotiabank, a leading bank in the Americas, is guided by its purpose: "for every future". It helps its customers, their families, and communities achieve success through various advice, products, and services.Compensation PackageThe estimated annual salary for this position is between $60,000 to $80,000 CAD, depending on qualifications and...


  • Peterborough, Ontario, Canada Scotiabank Full time

    At Scotiabank, we are committed to making a difference in our communities and helping our customers achieve success. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.The Branch Systems Administrator role is a key part of our team,...

  • Office Associate

    2 weeks ago


    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job Summary:Royal Bank of Canada is seeking a highly skilled and organized individual to fill the role of Office Associate.Key Responsibilities:Provide administrative support to ensure the efficient operation of the branchAssist Financial Advisors and Client Associates with tasks such as mass mailings and expense reportsCoordinate client and vendor events,...

  • Sales Associate

    5 months ago


    Peterborough, Canada Tip Top Tailors Store - Lansdowne Place Full time

    _**Grafton Apparel believes everyone deserves to look great! We fit your body, your budget, your style and with the confidence you get when you look and feel great!**_ Want a career with a successful Canadian company? Let’s chat! - **What we can offer you**_; - We have an amazing employee discount! - Learning opportunities to help you grow and progress...


  • Peterborough, Canada CIBC Full time

    p>We’re building a relationship-oriented bank for the modern world. p>As a member of the Imperial Service Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek...


  • Peterborough, Canada CBI Health Full time

    **Clinic Experience Associate - Peterborough, ON**: **About Rehabilitation Services** CBI Health's Rehabilitation Services supports both the physical and mental health and well-being of Canadians from coast to coast. We provide rehabilitation services through our community-based healthcare team consisting of Physiotherapists, Kinesiologists, Occupational...

  • Associate Registrar

    2 days ago


    Peterborough, Ontario, Canada Fleming College Full time

    About This RoleFleming College is seeking an experienced Associate Registrar to lead the performance of the Registrar's Office (RO) back-office operations. This position is responsible for directing the College's admissions, registration, records, student fees, and financial aid functions.Key ResponsibilitiesLead and direct the performance of the Registrar's...


  • Peterborough, Canada BWX Technologies Full time

    **_At BWXT Nuclear Energy Canada Inc_**_. we are committed to excellence in every business initiative. BWXT Nuclear Energy Canada (BWXT NEC) has achieved an enviable international reputation for excellence in the supply of nuclear fuel and fuel handling systems and service for CANDU reactors in both domestic and international markets. Our success is the...


  • Peterborough, Canada Kawartha General Surgery Full time

    Responsibilities: - Greet and check-in patients, ensuring a positive and welcoming experience - Schedule appointments and manage the office calendar - Answer phone calls, respond to inquiries, and provide information to patients - Verify patient insurance coverage and collect necessary co-pays or payments - Maintain patient records and update electronic...


  • Peterborough, Canada Kawartha General Surgery Full time

    Responsibilities: - Greet and check-in patients, ensuring a positive and welcoming experience - Schedule appointments and manage the office calendar - Answer phone calls, respond to inquiries, and provide information to patients - Verify patient insurance coverage and collect necessary co-pays or payments - Maintain patient records and update electronic...


  • Peterborough, Canada Equinox Interiors Full time

    Equinox Interiors is seeking a highly organized and detail-oriented Bookkeeper/Administrative Assistant to join our team. You will provide support to our office by managing various administrative tasks and ensuring smooth operations. This is a dynamic role that requires excellent organizational skills, strong attention to detail, and the ability to multitask...


  • Peterborough, Canada D.M. Wills Associates Limited Full time

    Administrative Assistant - Environmental Services Department D.M Wills Associates Limited is in search of an Administrative Assistant to join the Environmental Services Department. **Key Responsibilities**: - Support Department Manager, Group Leaders, and Project Managers, as requested. - Assist in the preparation of department or project-specific...


  • Peterborough, Canada Trent University Full time

    **Job Purpose**: Reporting to the Director, Student Housing & Residence Life, the Administrative Coordinator provides complex and confidential human resource, administrative, communications, and operational support to the department and leadership teams. This position operates independently to ensure the effective and efficient operations of the office. The...

  • Associate Registrar

    4 weeks ago


    Peterborough, Ontario, Canada Fleming College Full time

    About This PositionFleming College is seeking a highly skilled and experienced Associate Registrar to lead and direct the performance of the Registrar's Office (RO) back-office operations. This includes the College's admissions, registration, records, student fees, and financial aid functions.Key ResponsibilitiesProvide strategic direction and oversight to...