Title:  ScotiaMcLeod Administrative Support Assistant

Requisition ID: 248932

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.

BRIEF INTRODUCTION

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  

Purpose 

Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountability

•  Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

•  Ensure a high level of non-trade client service by managing reception duties, arranging client meetings and venues, preparing printed materials and handling scheduling changes, assisting with Advisor seminars by booking venues, scheduling guests, greeting clients and arranging for refreshments.

•  Following up on client meetings and entering notes in contact management system, processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting; responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

•  Provide administrative support by processing client account documentation, assisting in writing and processing client/prospect letters and proposals, ordering marketing materials, maintaining client files and information on the appropriate systems, opening new accounts and processing new account documentation, processing account transfer documentation and follow up to ensure receipt, following up on outstanding documentation for restricted accounts, and ensuring all client interaction is accurately documented. Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation, following up with clients on missing documentation required as per regulatory requirements. Develop an understanding of the required documentation for all client account types.

•  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 contacts, maintaining a high level of customer service, facilitating a culture of open and honest communication, actively participating and contributing to touch bases and team meetings, eencouraging the generation of new ideas and approaches, actively sharing knowledge and experience to enhance the development of all team members, and developing and executing a meaningful employee development plan

•  Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

•  Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

•  Champions a high-performance environment and contributes to an inclusive work environment.

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

• 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

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

#SWM

 « In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.”

#SWM

Location(s):  Canada : Quebec : Montreal 

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.