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Scotiabank

ScotiaMcLeod Administrative Associate - Waterloo

Waterloo, ON, N2J 5A3, Canada

Within 25 km of Guelph · About 24 km from the city centre

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Job details

Posted: Oct 23, 2026

Original job description

Requisition ID: 276839

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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 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

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

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

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

WHAT’S IN IT FOR YOU

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking

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

Location(s): Canada : Ontario : Waterloo

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.

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More about this job

Responsibilities

The Administrative Associate supports Wealth Advisors by managing client administration, executing trades, and resolving client inquiries. They also assist with marketing initiatives and maintain tracking reports to support business growth.

Requirements

Candidates must have experience in the securities industry and hold an Investment Representative (IR) approval from the CIRO. Strong communication, organizational, and client service skills are essential for this role.

Skills

Client service
Administrative processes
Trading
Portfolio review
Marketing assistance
Reporting
Securities industry knowledge
Investment Representative
Verbal communication
Written communication
Organizational skills
Time management
Attention to detail
Relationship building
Financial planning

Benefits

Annual incentive plans
Time off entitlements
Pension Plan
Employee Share Ownership Plan
Favourable employee rates for employee banking
Learning and Development

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Securities Industry
CIRO
Investment Representative
Client Administration
Trading
Portfolio Management
Financial Planning
Marketing
Reporting
Banking
Administrative Support
Relationship Management
Wealth Advisor
Client Service

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