IIA Administrative Associate

1 week ago

Toronto, Canada Scotiabank Full time

 

Requisition ID: 211603

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
  • 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
  • Fluently bilingual in English/Spanish

 
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 : Toronto 

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.

  • Scotiamcleod Iia Associate, Business Initiatives

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 201139 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...

  • Iia Administrative Associate

    7 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 211603 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...

  • Iia Scotiamcleod

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 201353 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...

  • Iia Scotiamcleod Administrative Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 186679 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...

  • IIA Administrative Associate

    4 days ago

    Toronto, Canada Scotiabank Full time

     Requisition ID: 211603As 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...

  • Iia Administrative Assistant

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 182688 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...

  • Administrative Associate

    4 months ago

    Toronto, Canada Douglas College Full time

    The Role To provide direct administrative support to the Registrar and Associate Registrars. Provides exceptional client centred service on a consistent basis to all stakeholder groups thereby contributing to the success of Douglas College. Responsibilities 1. Facilitates Student success in Enrolment Services. a. Advises students of Enrolment...

  • Administrative Associate

    2 months ago

    Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

    **Administrative Associate** **Location**:This position will be in-office, based out of our Toronto location. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

  • Iia Scotiamcleod Branch Administrator

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 199747 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...

  • Administrative Associate

    1 month ago

    Toronto, Ontario, Canada Douglas College Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at Douglas College. The successful candidate will provide administrative support to the Registrar and Associate Registrars, ensuring the smooth operation of Enrolment Services.Key ResponsibilitiesStudent SupportProvide exceptional client-centred service...

  • Communications and Administrative Associate

    7 months ago

    Toronto, Canada Church of the Redeemer Full time

    Church of the Redeemer seeks an Administrative and Communications Associate to join our ministry team. The Administrative and Communications Associate will provide communications and administrative support to the various ministries of the community. - Duties and Responsibilities: - Implement the Communications Strategy of the Church of the Redeemer - In...

  • Administrative Associate

    2 months ago

    Toronto, Canada Wellington-Altus Full time

    Administrative Associate Location: This position will be in-office, based out of our Toronto location. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

  • Administrative Support Associate

    2 weeks ago

    Toronto, Ontario, Canada Randstad Full time

    We are seeking a dynamic and friendly Administrative Support Associate to be the welcoming face of our organization in mid-Toronto. This role will play a key part in creating a positive, professional atmosphere as the first point of contact for clients and visitors.As an Administrative Support Associate, you will have excellent communication and...

  • Administrative Associate

    1 month ago

    Toronto, Ontario, Canada Wellington-Altus Full time

    Job Title: Administrative AssociateJob Summary:We are seeking an experienced Administrative Associate to join our team at Wellington-Altus Private Wealth. As a key member of our operations team, you will provide exceptional administrative and customer-service support to our Investment Advisors and their clients.Key Responsibilities:Assist in preparing...

  • Associate Director, Administration

    3 weeks ago

    Old Toronto, Canada Mufg Investorservices Full time

    h3>Associate Director, Client Operations, Fund Administration - Private EquityFull-timeOffice Location: TorontoRank: Associate DirectorEmployment Type: Permanent Full TimeAbout MUFG Investor Services:Experience something Brilliantly Different with MUFG Investor Services. We are part of the Mitsubishi UFJ Financial Group, partnering with over 480 global...

  • Associate Systems Administrator

    1 week ago

    Toronto, Canada COMPANY 3 Full time

    Company: SDFX Studios Position:  Associate Systems Administrator Location: Toronto, ON (On Site) *Pay Range : $31.00 - $40.00 CAD hourly Position Summary: We currently have an opening for a Associate Systems Administrator . This position will be located in Toronto, ON and onsite work is required. The Associate Systems Administrator reports to...

  • Business Administration Associate

    2 weeks ago

    Toronto, Ontario, Canada MausPark Antiques Full time $600 - $2,000

    Business Administration Associate Job SummaryWe are seeking a skilled Business Administration Associate to join our team at MausPark Antiques. In this role, you will provide administrative support to our business operations, including handling orders, sourcing materials, and coordinating with subcontractors and workers.The ideal candidate will have excellent...

  • Business Administration Associate

    2 weeks ago

    Toronto, Ontario, Canada MausPark Antiques Full time $600 - $2,000

    Business Administration Associate Job SummaryWe are seeking a skilled Business Administration Associate to join our team at MausPark Antiques. In this role, you will provide administrative support to our business operations, including handling orders, sourcing materials, and coordinating with subcontractors and workers.The ideal candidate will have excellent...

  • Administrative Support Associate and HR

    6 months ago

    Toronto, Canada Rona Inc. Full time

    **An administrative - HR position within a dynamic retail environment.** Are you seeking a significant challenge and have experience in human resources, payroll, and administration? Our vibrant **RONA+ York** is seeking an Administrative and HR Support Associate for a 12 months contract, to make a difference in providing internal customer service to store...

  • Administrative Associate

    3 months ago

    Toronto, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...