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Requisition ID: 243892ScotiaMcLeod, 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. IS THIS ROLE RIGHT FOR YOU In the role you will: 1. Ensure a high level of client service by:Supporting advisor in the regular review of clients’ portfolios to identify client needs for Team of Experts services Reviewing the portfolio to ensure it meets the current or updated risk profile and aligns with applicable investment program Gathering research & product information from internal and external sourcesEntering client trades as directed by client or AdvisorRemaining up to date with all the regulatory rules and trading activities as it relates to client accounts 2. Ensure effective client administration by:Following up with clients on missing documentation required as per the industry regulatory requirementsMaintaining client files and information of the appropriate systemsChecking daily trades and all system entries in accounts for timelines and accuracyResponding to client inquiries in a timely, responsive mannerResolving issues and effecting client transactions expeditiously and accurately, escalating issues to Advisor when appropriateIssuing instructions for client withdrawals, deposits, swaps and transfers according to client or Advisor instructionsEnsuring all client interaction is accurately documentedUnderstanding the required documentation for all client account types 3. 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 materialsOrganizing client events, including lunch & learns, seminars, client appreciationMaintaining or co-ordinating electronic marketing Managing the approval process for all marketing and mass communication 4. Supporting the growth of the Advisor by:Reviewing and reducing all restricted accountsManaging the Bank referral processAssisting in idea generationReviewing the daily commission reports and follow up on unpaid commissionsTracking the Growth Bonus payments and follow upPreparing, analyzing, and presenting reports and recommendations, financial plans/concepts, insurance, annual trading summary etc. to the Advisor for reviewProviding recommendations for improvement to business processes, additional value to clients, and utilization of our Team of Experts 5. Contribute to the effective functioning of the branch team by:Building effective working relationships across the team and with various business line and corporate function contactsMaintaining a high level of customer serviceFacilitating a culture of open and honest communicationActively participating and contributing to touch bases and team meetingsEncouraging the generation of new ideas and approachesActively sharing knowledge and experience to enhance the development of all team membersDeveloping and executing a meaningful employee development plan DO YOU HAVE THE SKILLSWe would love to work with you if you have:Excellent written and verbal communication skillsStrong organizational skillsAbility to take initiative and work independentlyAbility to meet deadlinesKnowledge of Microsoft systems: Word, Excel and PowerPointSecondary education Working Conditions The role operates within a standard office environment.The branch is a fast paced often high stress environment often with conflicting demands.Seminars and client/prospect events are often held in the evening which can require a longer than usual working day. Education and Accreditation 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 #SWM Location(s): Canada : New Brunswick : Fredericton 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. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
