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

Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It’s important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape!

What you will be doing:

As a Senior iOS Developer, you will be joining one of our teams that's rebuilding our mobile banking application. You will be contributing to the development of world-class digital products and experiences on the iOS platform that touch millions of Tangerine customers every day. We are looking to fill our team with influencers, makers, creators, and leaders who are flexible, curious, adventurous, versatile, and responsive; and who are ready to roll up their sleeves in a collaborative and productive environment to get things done. By joining our team, you will make an impact on our customers and the banking industry.

Is this role right for you? In this role, you will:

• Application Development: Design, develop, and maintain robust, efficient, and scalable iOS applications using Swift and the iOS SDK.

• Technical Leadership: Serve as a technical expert on iOS projects, providing guidance on best practices and emerging trends in iOS development.

• Code Quality & Reviews: Participate actively in code reviews to ensure quality, performance, and reliability standards are met.

• Mentorship: Coach and mentor junior iOS developers, fostering an environment of continuous learning and improvement.

• Collaboration: Work closely with cross-functional teams (QA, Backend, Product, Design) to deliver end-to-end solutions.

• Performance Optimization: Optimize applications for speed, stability, and scalability, proactively identifying bottlenecks and proposing solution.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Experience: 5+ years of professional iOS development experience, with a proven track record of delivering high-quality apps to the App Store.

• Strong proficiency in Swift (Objective-C familiarity is a bonus).

• Deep understanding of iOS frameworks (UIKit, SwiftUI, Core Data, Core Animation, etc.).

• Experience with RESTful APIs and integration with backend services.

• Proficiency with iOS design patterns (MVC, MVP, MVVM, VIPER).

• Knowledge of Apple’s Human Interface Guidelines and best practices for iOS design.

• Familiar with Xcode, CocoaPods / Swift Package Manager, version control (Git), and continuous integration platforms (e.g., GitHub Actions, Jenkins).

• Experience with automated testing frameworks and UI testing.

• Comfortable working in Agile or Scrum environments, with experience in sprint planning, estimations, and retrospectives.

• Excellent problem-solving and analytical skills.

• Strong communication skills, both written and verbal.

• Ability to lead and work collaboratively in a team environment.

What's in it for you?

• You will be part of a diverse and inclusive team of Client-focused go-getters looking to learn from each other in an environment that celebrates and recognizes success!

• You will have access to thousands of online and in person courses so you can shape your career growth with the support from diverse industry leaders.

• You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.

• You belong here, we are equal and un-complicated. Bring your true self to work, dress codes don’t apply here.

• You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.

*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
• Processing day to day transactions
• Nurturing rich, long-standing relationships
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
• Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

• Build strong customer relationships and deliver excellent customer service
• Uncover and solve customers’ needs
• Explain complicated concepts simply
• Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
• Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

• Have proven customer service skills through work or community involvement
• Are willing to assist in a professional, friendly and efficient manner
• Are available to work a flexible schedule
• Are comfortable in simple sales situations
• Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

• The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
• A rewarding career path with diverse opportunities for professional development
• Internal training to support your career growth and enhance your skills
• An organization committed to making a difference in our communities – for you and our customers
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• A competitive compensation and benefits package

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
Processing day to day transactions
Nurturing rich, long-standing relationships
Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

Build strong customer relationships and deliver excellent customer service
Uncover and solve customers’ needs
Explain complicated concepts simply
Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

Have proven customer service skills through work or community involvement
Are willing to assist in a professional, friendly and efficient manner
Are available to work a flexible schedule
Are comfortable in simple sales situations
Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
A rewarding career path with diverse opportunities for professional development
Internal training to support your career growth and enhance your skills
An organization committed to making a difference in our communities – for you and our customers
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
A competitive compensation and benefits package
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will serve and English-speaking clientele

ScotiaMcLeod, a pillar of Scotia Wealth Management®, has earned its reputation for integrity through excellent service and sound investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protect and grow their clients' assets. 

By joining ScotiaMcLeod, you will embrace the unique Thinking with Meaning™ approach, which combines the client's perspective with our own to deliver the desired results. You will work with a team of wealth management specialists with a client-centric approach, considering all aspects of their personal, family, and professional lives. By leveraging comprehensive wealth planning and the strength of a team of specialists to help you deliver on this unique value proposition, you will help clients gain a complete view of their situation from all angles.

Primarily, the administrative associate assists the advisor with the day-to-day operations and administration of the business. They may assist more than one advisor, for several types of businesses. 
 

Is this position right for you? In this role, you will  :

1. Ensure a high level of customer service: 

• Assist the advisor in the regular review of client portfolios to define client needs for the services of the expert team
• Review the portfolio to ensure it matches the current or updated risk profile and aligns with the applicable investment program
• Gather research materials and product information from internal and external sources
• Place client orders in accordance with client or advisor instructions
• Maintain awareness of trading rules and activities as they relate to client accounts

2. Ensure efficient administration for the client:

• Follow up with clients regarding missing documents that are required in accordance with regulatory requirements applicable to the sector 
• Maintain client records and information in appropriate systems 
• Review current transactions and all entries in the system to ensure their timeliness and accuracy
• Respond promptly to customer inquiries 
• Resolve client issues and complete client transactions quickly and accurately; escalate issues to the advisor when appropriate
• Provide instructions regarding withdrawals, deposits, exchanges and transfers in accordance with the client's or advisor's instructions
• Ensure all customer interactions are accurately recorded
• Understanding Document Requirements for All Account Types

3. Provide assistance to the advisor regarding marketing:

• Identify opportunities to raise additional assets or increase revenue from existing clients (e.g., referrals, asset consolidation, insurance, and others) 
• Write, distribute and maintain marketing materials
• Organize client events, including dinner and training sessions, seminars, and client appreciation events
• Maintain and coordinate electronic marketing activities 
• Manage the approval process for all marketing-related communications and all mass communications 

4. Support the growth of the advisor's business: 

• Review and reduce all restricted accounts 
• Manage the bank recommendation process
• Help with the production of ideas 
• Review daily commission reports and follow up on unpaid commissions
• Identify and track growth bonus payments made 
• Prepare, analyze and present to the advisor, in particular, reports and recommendations, financial plans and concepts, insurance, annual summaries of operations
• Formulate recommendations aimed at improving business processes and increasing the value of the client portfolio and regarding the use of our team of experts

5. Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Provide high quality customer service 
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things 
• Actively share knowledge and experience to develop the skills of all team members
• Develop and implement a relevant employee development plan 

Do you have the skills that will make you successful in this role? - We would love to work with you if you have:

• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Knowledge of compliance regulations applicable to the industry and the company
• Willingness to receive instructions from the advisor(s) regarding client transactions
• Canadian Securities Course (CSC)
• Course on the Manual on Standards of Conduct (MSC)
• Training program for investment representatives
• Post-secondary education

Working conditions

• Work is done in a standard office.

 “In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”