Scotiamcleod Administrative Associate

7 months ago


Barrie, Canada Scotiabank Full time

Requisition ID: 179895

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.

**Job profile**:
**What you’ll be doing**
As an Administrative Associate, you will assist an established Wealth Advisor in providing exceptional client support and day-to-day trading administration of their business.

**Is this role right for you? In this role you will**:

- Provide and maintain a high level of customer service and effectively build working relationships with business partners
- Execute client trades and remain up-to-date with all regulatory rules and trading activities as it relates to client accounts
- Investigate and resolve issues, escalating to the Advisor when appropriate
- Prepare tax packages, year end checklists, documents for client meetings and financial planning

**Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**:

- Experience working in banking industry, preferably within full-service brokerage
- Completed IIROC licenses and registered as an Investment Representative
- Solid understanding of industry and firm’s compliance regulations & requirements
- Excellent verbal & written communication skills
- Strong organizational skills, ability to prioritize, and a keen attention to detail

**What’s in it for you?**
- A rewarding career path and support towards your professional development and growth
- In-depth training and coaching to help you succeed in the role
- Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan
- Be a part of and contribute to a culture of inclusion, diversity, and potential
- 15 months to complete IIROC courses (CSC, CPH and IRT) if currently unlicensed.

Location(s): Canada : Ontario : Barrie

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.



  • Barrie, Canada Scotiabank Full time

    Requisition ID: 175867 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...


  • Barrie, Canada Scotiabank Full time

    Requisition ID: 174942 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...


  • Barrie, Canada Napoleon Products Full time

    Job Details Description **Associate Relations Administrator** Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a best-in-class experience for all customers’ home comfort needs. While we are proudly Canadian, Napoleon is...


  • Barrie, Canada Quinn Rehab Full time

    _Reception/Administrative Associate _ Quinn Rehab is a multi-disciplinary health care clinic located in Barrie, providing treatment using Physiotherapy, Massage Therapy, and Osteopathic approaches. We've been working with the people of Barrie and Simcoe County for over 26 years and are committed to excellence in physical rehabilitation. We are looking for a...


  • Barrie, Canada CBI Health Full time

    **Administrative Associate - Barrie, ON**: CBI Health is Canada’s leading community healthcare provider, and our passionate team is at the heart of what we do. Every day, our 13,000 staff make a meaningful difference in our clients’ lives as we live the core values that define us: heart, respect, reliability, teamwork and innovation. Along with mentoring...


  • Barrie, Canada Empower Simcoe Full time

    Would you like to... work with an enthusiastic and committed team; share new and creative ideas? If so, Empower Simcoe may be just the place for you! We are one of the largest accredited community living organizations in Ontario with over 525 employees and an annual operating budget of over $45 million. We provide services through a variety of programs in...


  • Barrie, Canada Napoleon Products Full time

    Job Details Description **Title**:Human Resources Administrator** Reports To: Associate Relations Supervisor Job Purpose: As a member of the Human Resources Team, the Human Resources Administrator (HRA) is responsible for supporting HR Leadership, programs and processes and providing “best in class” customer service to all associates. The HRA assists...


  • Barrie, Canada Wolf Steel Ltd. Full time

    Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a best-in-class experience for all customers’ home comfort needs. While we are proudly Canadian, Napoleon is also fortunate to operate on a world-side scale. The warmth and...


  • Barrie, Canada Napoleon Products Full time

    Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a best-in-class experience for all customers’ home comfort needs. While we are proudly Canadian, Napoleon is also fortunate to operate on a world-side scale. The warmth and...


  • Barrie, Canada Napoleon Products Full time

    Purchasing Administrator Reporting to the Director of Procurement, the Purchasing Administrator will be responsible to assist and support the purchasing department functions. Support in the maintenance of information daily in the Visual manufacturing database to support production schedules, service levels. Assist in KPI tracking and administration. Key...


  • Barrie, Canada Napoleon Products Full time

    Job DetailsDescription Purchasing Administrator Reporting to the Director of Procurement, the Purchasing Administrator will be responsible to assist and support the purchasing department functions. Support in the maintenance of information daily in the Visual manufacturing database to support production schedules, service levels. Assist in KPI tracking and...


  • Barrie, Canada Napoleon Products Full time

    Job Details Description Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a best-in-class experience for all customers’ home comfort needs. While we are proudly Canadian, Napoleon is also fortunate to operate on a world-side...


  • Barrie, Canada Napoleon Products Full time

    Job Details Description Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a best-in-class experience for all customers’ home comfort needs. While we are proudly Canadian, Napoleon is also fortunate to operate on a world-side...


  • Barrie, Canada Bayshore HealthCare Full time

    Bayshore HealthCare is one of the Canada’s leading providers of home and community health care services and is a privately owned company. Bayshore HealthCare is proud to showcase its achievement as a Platinum member of Canada’s Best Managed Companies Program every year since 2006. In 2015, Bayshore achieved the designation for Best Practice Spotlight...

  • Front Desk Associate

    3 months ago


    Barrie, Ontario, Canada beBee Professionals Full time $30,000 - $40,000

    We are seeking a friendly and professional Front Desk Associate to join our team at beBee Professionals in Barrie, Canada. As a key member of our front-line staff, you will be responsible for providing exceptional customer service, managing incoming calls, and performing various administrative tasks to ensure seamless office operations.Key...

  • Office Administrator

    7 months ago


    Barrie, Canada bmg GLASS + ALUMINUM Inc. Full time

    **OFFICE ADMINISTRATOR** **JOB DESCRIPTION** **Summary** The Office Administrator will be the first point of contact for the company and will provide administrative support across the organization. The Office Administrator will handle the flow of people through the business and ensure that all administrative responsibilities are completed accurately and...


  • Barrie, Canada Barrie and Community Family Health Team Full time

    The Administrative Assistant provides seamless support to our healthcare team and the patients attending the Prenatal Well Baby program. The Administrative Assistant works as part of a comprehensive team to provide excellent care to patients. **Primary Responsibilities** - Provide administrative support to all interdisciplinary health care professionals...


  • Barrie, Canada Dixon Ticonderoga Full time

    Dixon Ticonderoga Art (formerly Baywood Paper) is seeking a Reception/Administrative Assistant to join our team. Dixon was founded in 1936 and is a leading North American supplier of Art and Education products, serving School and Retail Markets. Dixon is in Barrie, ON. We are quickly accelerating our global growth, with the combined strength from our parent...


  • Barrie, Canada Bayshore HealthCare Remote Work Freelance Full time

    Bayshore HealthCare is one of the Canada’s leading providers of home and community health care services and is a privately owned company. Bayshore HealthCare is proud to showcase its achievement as a Platinum member of Canada’s Best Managed Companies Program every year since 2006. In 2015, Bayshore achieved the designation for Best Practice Spotlight...


  • Barrie, Canada Wolf Steel Ltd. Full time

    Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a best-in-class experience for all customers’ home comfort needs. While we are proudly Canadian, Napoleon is also fortunate to operate on a world-side scale. The warmth and...