Overview

Overview

Overview

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.”

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.
 

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
 

How you’ll succeed

• Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.

• Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience. Follow through on requests by answering questions and providing an exceptional experience.

• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution. 

• Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.

Who you are

• You put clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do.

• You are a certified professional (an asset) You are an Investment Representative (IR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH). It is an asset to have your Options and Derivatives (DFOL) license.

• You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.

• You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making. 

• You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way. 

• Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required.

• Values matter to you. You are your own person at work and embody our values of trust, teamwork, and accountability.

• You’re fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

Division: Corporate Financial Services 

Department: Corporate Revenue

Term: 1 Temporary Full Time position available for approximately 12 months.

Closing Date: 04/16/2025 

Labour Group: CUPE 59 

Posting:  4214 

Weekly Hours: 36.67 

Salary Range: $51,676.32 to $56,973.60 CAD per annum (2025 rates)

Weekly Hours: 36.67 

Salary Range: $54,379.68 to $59,953.20 CAD per annum (2025 rates)

Requisition ID: 16352 
Department: Community & Social Services Dept. 
Service: Long Term Care Services 
Employment Type: Multiple Casual Positions
Affiliation: CUPE 503 Inside/Outside
Salary Information: $29.742- $34.797per hour (2024 rates of pay)
Location: Champlain Ctr, Peter D Clark, Carleton Lodge, Garry J Armstong 
City: Ottawa, ON 
Job Category: Long term Care
Application Close: 12/09/2025

WHAT YOU NEED TO KNOW

• Language Requirement: Various language requirements, locations may require English only, French only OR Bilingual competencies. Some positions require English oral, reading, and writing. Some positions required French oral, reading and writing.       
• Police Record Check: The successful candidate will be required to complete a Vulnerable Sector Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.  
• Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements. 
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available. 

We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.

Requisition ID: 16474

Department: Ottawa Public Library

Service: Branch Operations

Branch: Public Services

Employment Type: 1 Permanent Part Time Position 

Work Hours: 21 hours per week

Affiliation: CUPE 503 Library

Salary Information: $32.509 - $38.035 per hour (2024 rates of pay)

Location: Greenboro Branch, 363 Lorry Greenberg Drive 

City: Ottawa, ON 

Job Category: Ottawa Public Library

Application Close: 25/04/2025 

 WHAT YOU NEED TO KNOW

• Language Requirement: Designated Day 1 Ready - immediate requirement for language proficiency: French: oral, reading, writing required. English: oral, reading, writing required. Candidates must meet language requirement for position upon hire.   
• Police Record Check: The successful candidate will be required to complete a Vulnerable Sector Check with the Police Services detachment in their jurisdiction to the Ottawa Public Library's satisfaction.; Note: Under the age of 18, requires a Criminal Record and Judicial Matters check in place of the Vulnerable Sector Check.; Police record checks completed by a third-party company will not be accepted.  
• Additional vacancies may occur during the competition process. 
• Alternative educational credentials combined with job-related experience, demonstrated performance, and ability may be considered in lieu of stated academic requirements. 
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.

We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted. 

Overview

Overview