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Wealth Advisor Administrative Associate Needed

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Scotiabank
πŸ“ new glasgow, Canada
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Location new glasgow
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Posted June 01, 2026
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Commute Local Area
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Job Description

Elevate client experiences as an Administrative Associate at ScotiaMcLeod in New Glasgow, Nova Scotia. Your role will focus on supporting Wealth Advisors with superb administration and service.

This critical role involves managing administrative tasks that ensure seamless trading and exceptional client service for Wealth Advisors. You will facilitate portfolio reviews, resolve client inquiries, and coordinate strategic marketing events to strengthen business growth and client relationships.

Key Responsibilities:
β€’ Manage client administrative processes and escalations
β€’ Perform portfolio reviews and track client trades
β€’ Handle client inquiries efficiently and effectively
β€’ Coordinate marketing seminars and materials for opportunities
β€’ Track performance reports for Wealth Advisors

Requirements:
β€’ Experience within the securities sector
β€’ CIRO Investment Representative approval required
β€’ Effective v...

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πŸ“ Location Details

πŸŒ†
City
new glasgow
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Country
Canada
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Commute
Local Area

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