ScotiaMcLeod Administrative Associate
2 weeks ago
Requisition ID: 245936 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 Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue Support the growth of the business by managing tracking reports for Wealth Advisor 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 Willingness to become an Investment Representative (IR) with the Canadian Investment Regulatory Organization (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, providing a professional and respectful experience WHATS IN IT FOR YOU Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking 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. #SWM #LI-Onsite #LI-HA1
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ScotiaMcLeod Administrative Associate
7 days ago
Peterborough, Canada Scotia Wealth Management Full timeScotiaMcLeod Administrative Associate - Peterborough Join to apply for the ScotiaMcLeod Administrative Associate - Peterborough role at Scotia Wealth Management 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...
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Scotiamcleod Administrative Associate
5 days ago
Peterborough, Canada Scotiabank Full timeRequisition ID: 177515 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...
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ScotiaMcLeod Administrative Associate
1 week ago
Peterborough, Ontario, Canada Scotiabank Full timeRequisition ID: 245936ScotiaMcLeod, 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,...
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ScotiaMcLeod Administrative Associate
7 days ago
Peterborough, Canada Scotiabank Full timeRequisition ID: 245936 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...
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ScotiaMcLeod Administrative Associate
5 days ago
Peterborough, Canada Scotiabank Full timeRequisition ID: 245936 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...
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ScotiaMcLeod Administrative Associate
2 weeks ago
Peterborough, Canada Scotiabank Full timeRequisition ID: 245936ScotiaMcLeod, 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...
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Scotiamcleod Branch Systems Administrator
3 days ago
Peterborough, Canada Scotiabank Full timeRequisition 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...
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Communications & Engagement Associate
1 week ago
Peterborough, Canada Fleming College Student Administrative Council Full time**Position Summary**: The Communications Coordinator is responsible for executing Fleming SAC’s day-to-day communications strategy, ensuring timely, accurate, and engaging messaging across all platforms. Reporting to the Programming & Engagement Manager, this role independently develops and delivers content for events, campaigns, services, and student...
