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Overview

Overview

03/29/2025

Address:

730 View Street

We are looking for a long-term support centric professional who is keen on being the keystone of a highly productive book of business. This is not a stepping stone opportunity to become an Investment Advisor, we are looking for an operations specialist who excels and loves creating solutions and providing exceptional white glove service to our clients.

Supporting BMO Nesbitt Burns / BMO Private Wealth , this role supports a high performing Advisory Team with day-to-day administration, transaction processing and provides exceptional client service to support achievement of business objectives.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Assist in ensuring transactions and tasks are appropriately assigned to team members and completed where required.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy and act in their best interests.
• Comply with all regulatory, legal, and ethical requirements as outlined in the Firm's policies and training modules.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Knowledge of investment process and procedures.
• Knowledge of investment products and services is preferred.
• Knowledge of compliance practices and regulations.
• Knowledge of Financial/Retirement planning.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook will be a requirement of the position.
• Current Investment Representative registration or requirement to fulfill registration requirements to become as Investment Representative (IR).
• Excellent verbal & written communication skills.
• Strong organization skills required.
• Ability to collaborate and work well in a team environment.
• Strong analytical and problem solving skills.

$32,700.00 - $48,600.00

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As an Administrative Associate/ Branch Operations Assistant 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 by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • 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 grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors 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
• Ensuring all technology is running at maximum efficiency as required
• Act as first point of contact for clients arriving at the branch as required
• Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with 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

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.

#LI-HA1 #LI-Onsite

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

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 by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • 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 grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors 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
• Already duly registered as an Investment Representative (IR) with 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

 
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.

#LI-Onsite #LI-HA1

Overview

Overview

What you’ll do

• Develop an evolving knowledge of all supported applications, their interfaces, and technical environment

• Accountable for enabling successful business outcomes across the loyalty solution stack with a special focus on designing and helping partner groups build production capabilities and reduce technical debt/risks

• Provide hands-on support spanning across requirement analysis, solution design, build, test and implementing solutions

• Maintain strong relationships with peers and other internal and external stakeholders across IT and Business Teams

• Work with other team members to provide 2nd level incident support during business hours

• Provide guidance and SME direction as to the best course of action to restore production during major incidents

• Oversee the development and implementation of root cause fixes to prevent recurring problems

• Provide guidance to the business regarding design, testing and implementation

• Build, edit, and maintain the team backlog and board

• Works as a liaison of between Product Owner and development team

• Help Product Owner prioritizing backlog items on the basis of user value, time, and other team dependencies determined

• Help Product Owner managing the backlog to keep it up to date and ready for future iteration

• Participate in requirement gathering and create user stories with the guidance from Product Owner

• Participate in test case review and proof of testing and regression testing process

• Understand the scope of the upcoming Epics and User Stories

• Help identify functional and non-functional requirement working with different stakeholders

What you bring

Domain Expertise

• Requires Bachelor Science or Arts in a Computer Science, Engineering, Business or related discipline and 5+ years of experience in a related field.

• Strong practical experience with business analysis practices such as Data Analysis and Requirements Gathering.

• Strong knowledge and experience of Agile/Scrum and Product Ownership and DevOps practices (high level).

• Understanding of SAFe methodology.

• Strong practical experience with various development methodologies.

Individual Skills

• You are a self-motivated, agile, and innovative team member who can manage in an environment of change and ambiguity.

• Strong communication skills with ability to present complex messages and trade-offs and tell a compelling story.

• Strong problem solver with ability to resolve blockers and maintain progress on the solution.

• Strong modelling skills to depict outcomes in a variety of ways – analysis and critical thinking.

• Strong facilitation and interpersonal skills - ability to collaborate, negotiate, conflict-manage.

• Ability to multi-task and work on multiple projects at the same time under tight deadlines.

• Ability to navigate ambiguity, overcome confusion, and simplify complex scenarios.

• Ability to carry forward tasks with minimal supervision.

• Ability to organize and plan own work.

• Proficiency in written English and good documentation skills.

• Proficiency with SharePoint, Jira, Confluence, Powerpoint, Lucidcharts.

Nice to Have

• Experience with working in a Cloud environment (Azure, GCP or AWS)

• Experience with microservices architecture and event streaming

• Experience working in Retail Industry

• Specific experience in Agile methodologies such as SAFe

• Experience with Data Lake or Big Data analytics technologies

We value flexibility. We have adopted a hybrid work model whereby employees use a combination of working in office and virtually in service of outcomes. Each leader is empowered to decide what work is best achieved in person based on the unique needs of their team.

This position enters billing and address information into the UPS system and complete various administrative tasks within the data entry department.

Responsibilities:
Enters data into UPS systems within time specific guidelines.
Checks and forwards legal documentation.
Provides administrative support to Management team.

Qualifications:
Excellent communication skills
Accurate typing speed of 40+ words per minute
Availability to work flexible shift hours and work 5 days a week

Schedule:

Monday to Friday, 08:00 to 13:00 with flexibility

Part time (25 hours per week)

UPS is a diverse and equal opportunity employer.  Accommodations are available, on request, for candidates with disabilities taking part in the recruitment process.  If you are selected to participate in the recruitment process, please advise if you require accommodation for a disability.

Overview

Reporting to the Director, Program Support of the Policy, Planning, Finance & Administration Division, the Administrative Assistant 2 will support the Director and the Program Support management team.

Major Responsibilities:

Responsible for supporting the Director, and management team within Program Support. Performs varied administrative duties and program support functions for the Division.

• Provides executive level administrative support in the day-to-day Program Support operations and related support to other units within the division.
• Exercises caution and discretion with labour relations, personnel, and other sensitive information.
• Prepares and processes confidential documents related to complement management and reporting, pension and payroll, and other corporate initiatives. Processes payments, maintains accurate accounting records.
• Prepares and processes confidential documents including disciplinary action; grievance and arbitration matters; contingency planning and labour relations; restructuring initiatives; fraud and waste hotline.
• Prepares agendas, professional presentation materials, takes/transcribes minutes and follows-up taking appropriate action. May attend and take minutes at grievance hearings.
• Handles scheduling of appointments and ensures appropriate information is provided to the Director well in advance.
• Coordinates meetings (including Webex/Microsoft Teams virtual meetings), special events, schedules, workshops, grievances, labour-management meetings, registration.
• Reviews, proofreads, and corrects administrative and financial documents such as memos, letters, purchasing card reconciliation, ensuring accuracy and conformity with regulations, service area divisional policies and procedures, prior to the Director’s signature.
• Ensures that the tracking and following up of requests is maintained and deadlines are met.
• Effectively handles general inquiries, complaints, and requests from all levels of staff, other government agencies, media, elected officials, or members of the public and resolves customer service issues.
• Conducts background research, investigation, retrieves and consolidates information from various sources, prepares and processes various documents/statistical summaries/ reports requiring the assessment and analysis of data, on a scheduled or ad hoc basis.
• Assists in the coordination of service area and divisional labour disruption plans.
• Monitors all key reports required for committees and council and ensures deadlines are met. Reviews council and standing committee agendas and reports flagging items that will impact operations.
• Coordinates and maintains an efficient and effective record/retrieval system for the office in accordance with the Corporate Record Management guidelines.
• Operates various office equipment and utilizes computer applications and corporate systems. Orders and maintains an inventory of office supplies and equipment for the Director’s Office.
• Monitors, tracks, and reports attendance management.
• Provides support to the Office of the Executive Director and performs back-up duties as required.
• Provides support in handling special projects as required.

Key Qualifications:

Your application must describe your qualifications as they relate to:

1. Post-secondary education in a related field (i.e. Executive Assistant, Business Administration, Human Resources) or an equivalent combination of education and experience.
2. Considerable experience in the performance of secretarial and administrative support duties to senior management, handling a broad range of administrative matters, confidential materials/information, standard office practices and procedures, some of which must relate specifically to the actual duties of the position.
3. Considerable experience reviewing and creating documents, letters, briefing notes, preparation and drafting of standard correspondence and reports, taking meeting minutes, editing the layout and formatting complex reports, charts and tables, and other material.
4. Considerable experience in planning and organizing appointments, meetings, interviews, conferences and/or special events.
5. Considerable experience in the use of a variety of software packages including strong knowledge of Microsoft Office Suite (i.e. Word, PowerPoint, Excel and Outlook), to prepare correspondence, presentations, charts and other data representations.
6. Ability to identify and improve standard administrative practices and procedures.
7. Ability to exercise independent judgment and discretion in dealing with highly confidential operational matters and with management staff.
8. Ability to research and gather information, develop, and implement administrative work procedures and systems.
9. Highly developed customer service and interpersonal skills with the ability to communicate effectively, both orally and in writing, at all organizational levels, including at the political level, the members of the public and external contacts.
10. Excellent organizational and time management skills, including attention to detail, and ability to set priorities, meet deadlines and deal with conflicting priorities and work demands.
11. Ability to work independently and effectively with minimal supervision.
12. Must be resourceful, flexible, adaptable, and possess a high degree of common sense.
13. Strong analytical and problem-solving skills with proven ability to handle sensitive issues.