Scotiamcleod Branch Systems Administrator/branch Operations Assistant

2 weeks ago

Oakville, Canada Scotiabank Full time

Requisition ID: 236070 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 a Branch Systems Administrator/Branch Operations Assistant you will provide operationial and administrative support to the Branch Management Team and the Advisor teams. **IS THIS ROLE RIGHT FOR YOU** In the role you will: - Be instrumental in management of the daily administrative operations of the branch - Manage client account activities and ensuring compliance standards are met - Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations - Act as first point of contact for clients arriving at the branch - Process cheques and documentation received by clients - Complete all non online account management and shareholder communication - Maintain branch efficiency **DO YOU HAVE THE SKILLS** We would love to work with you if you have: - Superior customer service skills - Financial Industry experience preferred - Strong organization with the ability to manage multiple priorities - Strong written and oral communication skills - Knowledge of Microsoft Systems **WHATS 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. - You will join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. - 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 Location(s): Canada : Ontario : Oakville 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.

  • Scotiamcleod Branch Operations Assistant

    5 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 211371 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...

  • Scotiamcleod Administrative Support Assistant

    6 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 170889 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 Operations Administrator

    2 days ago

    Oakville, Canada BMO Full time

    Application Deadline:01/25/2026Address:360 Oakville Place DriveJob Family Group:Wealth Sales & ServiceThis job posting is for a current vacancyThis is a Fixed Term Role.Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.Develops a rapport...

  • Branch Assistant

    5 days ago

    Oakville, Canada Town of Oakville Full time

    **Employment Status**: Permanent Full-Time (CUPE 5348) **Pay Range**: $30.73 - $36.15 per hour **Location**: White Oaks branch **Hours**: 35 hours per week with ability to work all shifts (days, evenings, and weekends) Are you an energetic worker who thrives in a busy work environment? Do you step up to support where needed? Are you highly organized and...

  • Senior Branch Operations Administrator

    5 days ago

    Oakville, Ontario, Canada BMO Financial Group Full time

    360 Oakville Place Drive Oakville Ontario,L6H 6K8This job posting is for a current vacancy This is a Fixed Term Role.Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.Develops a rapport and instills confidence with the client to develop...

  • Senior Branch Operations Administrator

    4 days ago

    Oakville, Ontario, Canada BMO Full time

    This job posting is for a current vacancyThis is a Fixed Term Role.Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional...

  • Branch Administrator, Wood Gundy

    1 week ago

    Oakville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Senior Branch Operations Administrator

    6 days ago

    Oakville, Ontario, Canada BMO Full time $42,500 - $78,900

    Application Deadline:01/25/2026Address:360 Oakville Place Drive Job Family Group:Wealth Sales & ServiceThis job posting is for a current vacancyThis is a Fixed Term Role.Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.Develops a...

  • Branch Administrator/wealth Associate

    5 days ago

    Oakville, Canada National Bank of Canada Full time

    **Primary Locations**:Oakville, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets. This...

  • Branch Operations Administrator

    6 days ago

    Oakville, Canada BMO Financial Group Full time

    360 Oakville Place Drive Oakville Ontario,L6H 6K8 Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. - Collaborates with internal and external stakeholders in order to deliver on business objectives. - Organizes and files records of...