ScotiaMcLeod Administrative Associate - St John's, NFLD
About The Position
Scotia McLeod, 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 Scotia McLeod, 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. 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.
Requirements
- Experience in the securities industry
- Approval as 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
Responsibilities
- 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
- Consistently demonstrate high levels of client service to deepen relationships; 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
Benefits
- Competitive Compensation and Benefits package including annual incentive plans
- time off entitlements
- Pension Plan
- Employee Share Ownership Plan
- favourable employee rates for employee banking
- free access to Scotia Academy to upskill and develop your skills
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
