ScotiaMcLeod Regional Associate
About The Position
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.
Requirements
- Excellent written and verbal communication skills
- Excellent interpersonal skills
- Very strong organizational skills
- Proactive Client Service
- In-depth knowledge of Microsoft Office Suite
Nice To Haves
- Financial Services Industry experience preferred
Responsibilities
- Provide telephone support to the Regional Director and Regional Manager Administration.
- Provide administrative support to Regional Director and Regional Manager Administration (i.e. maintaining schedules, managing all travel arrangements, booking meetings and calls, interviews, etc.)
- Prepare printed and digital materials for meetings.
- Support all event coordination (i.e. Advisor conferences, branch meetings, regional calls, and regional conferences)
- Prepare and process all regional expenses.
- Responsible for all administration generated by the Branch Network and Regional Office.
- Maintain office supplies, and marketing requirements.
- Support various processes as assigned by the Regional Director and Regional Manager Administration.
- Manage various processes, projects and initiatives as assigned
- Support the branch management teams in ensuring a high level of success is achieved through effective operations and administrative efficiencies
- Act as a liaison between branches, head office, and/or helpdesk to ensure efficient resolution to all issues
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
