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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
• Willingness to become 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.

#SWM

We are committed to investing in our employees and helping you continue your career at Scotiabank. 

The Administrative Associate’s primary focus is to assist an Advisor in the day to day trading and the administration of their business. The Administrative Associate may support more than one Advisor who may have different types of business.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

1. Ensure a high level of client service by:

• Supporting advisor in the regular review of clients portfolios to identify client needs for Team of Experts services
• Reviewing the portfolio to ensure it meets the current or updated risk profile and aligns with applicable investment program
• Gathering research & product information from internal and external sources
• Entering client trades as directed by client or Advisor
• Remaining up to date with all the regulatory rules and trading activities as it relates to client accounts

2. Ensure effective client administration by:

• Following up with clients on missing documentation required as per the industry regulatory requirements
• Maintaining client files and information of the appropriate systems
• Checking daily trades and all system entries in accounts for timelines and accuracy
• Responding to client inquiries in a timely, responsive manner
• Resolving issues and effecting client transactions expeditiously and accurately, escalating issues to Advisor when appropriate
• Resolving issues and effecting client transactions expeditiously and accurately, escalating issues to Advisor when appropriate
• Issuing instructions for client withdrawals, deposits, swaps and transfers according to client or Advisor instructions
• Ensuring all client interaction is accurately documented
• Understanding the required documentation for all client account types

3. Provide marketing assistance to the Advisor by:

• Identifying opportunities to gather additional assets and/or increase revenue within the existing client base (i.e. referrals, consolidation of assets, insurance, etc…)
• Developing, distributing and maintaining marketing materials
• Organizing client events, including lunch & learns, seminars, client appreciation
• Maintaining or co-ordinating electronic marketing
• Managing the approval process for all marketing and mass communication

4. Supporting the growth of the Advisor by:

• Reviewing and reducing all restricted accounts
• Managing the Bank referral process
• Assisting in idea generation
• Reviewing the daily commission reports and follow up on unpaid commissions
• Tracking the Growth Bonus payments and follow up
• Preparing, analyzing, and presenting reports and recommendations, financial plans/concepts, insurance, annual trading summary etc. to the Advisor for review
• Providing recommendations for improvement to business processes, additional value to clients, and utilization of our Team of Experts

5. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Understanding of industry and firm compliance regulations

EDUCATION AND ACCREDITATIONS

• Canadian Securities Course (CSC)
• Conduct and Practices Handbook (CPH)
• Investment Representative Training (IRT)
• Post Secondary

Working Conditions  

• The role operates within a standard office environment.
• The branch is a fast paced often high stress environment often with conflicting demands
• Seminars and client/prospect events are often held in the evening which can require a longer than usual working day.

 Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

#SWM

Are you an experienced Executive Assistant seeking a new opportunity? Do you have great energy, perform well in stressful situations, and keep a positive attitude at work? If your answers is yes to both of these questions, we have an exciting position waiting for you!

In this role, you'll be supporting two Vice Presidents within the Supply Trading and Optimization group, the Vice President of Trading and the Vice President of Supply & Optimization. In this role, you'll be responsible for offering administrative, coordination, organizational, and information management support.

Our Supply Trading and Optimization team is highly respected and plays a vital role in Suncor’s success. By collaborating with key areas of our business including oil sands, production, refineries, and corporate, the Supply Trading and Optimization team adds value at every stage of Suncor’s value chain.

Minimum Requirements: 

• 5 years of senior administrative or executive assistant experience, with familiarity handling schedules, large amounts of information and multiple, competing priorities in a fast-paced environment 
• A High School Diploma or General Education Diploma (GED)
• Business Administration Certification or relevant higher-level education
• High proficiency in Microsoft Office; with emphasis on Teams, Excel, Outlook, Word and PowerPoint
• A high regard for collaboration, internal and external relationship building and strong communication skills, to work cross-functionally to carry out accountabilities, recommend solutions and implement continuous improvement opportunities
• Proactive and excellent time management skills, with the ability to retrieve information and make decisions quickly
• Ability to carefully handle sensitive matters or other information in a confidential nature; manage conflict and anticipate challenges
• A good understanding of administrative policies and procedures and general business operations
• Flexibility, given the dynamic nature of our work environment
• Excellent communication skills – both written and verbal
• Bilingualism an asset – English and French

Responsibilities:

• Oversee outlook calendars including oversight of travel and logistical support including compilation and submission of expense reports 
• Full coordination of Microsoft Teams Channels, meetings, off-sites, town halls and other events as required (room booking, technical set-up, catering, confirming participants, pre-reads, etc.) 
• Coordinate the preparation of agendas for leadership meetings, timely review, production and distribution of supporting documents/presentation materials and complete accurate record of proceedings and meeting minutes 
• Support other emerging priorities identified by the Vice President of Trading and the Vice President of Supply & Optimization
   

Location and other Key Details: 

• You will work out of our Calgary head office, located in the Suncor Energy Centre at 150 – 6th Ave S.W. 
• This role is office based, hours of work are a regular 40-hour work week, Monday to Friday, with the potential for extended work hours based on business needs
• Our business professional roles follow internal compensation guidelines and the pay band will generally be based years of experience and scope of work

Overview

Overview

Overview

Overview

Overview

What you'll be doing

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

The salary range for this role is $47,420.00 - 59,740.00 CAD Annually.

How you'll succeed

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

Who you are

• You have a diploma in Business Administration, Accounting, Finance or a similar field of study.

• You have a minimum of one year of Administrative experience, preferably in finance.

• You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to obtaining within 6 months of hire

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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

Vancouver-1285 W.Pender,Ste400

Employment Type

Regular

Weekly Hours

37.5

Skills

Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Office Administration, Organizational Efficiency, Technical Knowledge

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 is a requirement
• 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

#SWM

Are you a highly motivated, system savvy professional with strong process, organizational and critical-thinking skills? Do you have a keen desire to learn and contribute to a high performing, fast-paced growing team, where initiative and being a team player is highly valued? As a HUB Allowance Administrator with Canadian Natural, you will make a significant contribution by bringing your experience and enthusiasm to administering the HUB Allowance program for employees. You will demonstrate your ability to adapt to the processes and functionality of Canadian Natural HR systems, allowing you to grow and gain exposure to a diverse spectrum of areas. By applying your strong organizational skills and attention to detail, you will excel at service delivery while interfacing with clients and employees. 

• Job location: Calgary, Alberta
• Shift schedule: 5 days on, 2 days off (Monday to Friday)
• Safety sensitive position: No
• Application deadline: July 9, 2025

Please note, this is full-time, 12-month temporary position. 

Key Accountabilities:

• Administer HUB Allowance program under direction of the Human Resources department (payroll area)
• Comprehensive oversight, auditing and administrative support to ensure the program remains complaint with CRA regulated auditing guidelines
• Manage HUB applications including enrollment, removal, reconciliation and investigation of enrollment discrepancies
• Timely and professional response to employee inquiries regarding the HUB Allowance program

What you Bring to the Role:

• 2+ years of related experience with High School Diploma or GED
• Strong communicator with a demonstrated ability to maintain confidentiality
• Customer service mindset
• Proficient in Microsoft Office, in particular Excel
• Proven ability to identify, troubleshoot and resolve issues and prioritize work to meet tight deadlines 

What We Offer: 

• Competitive salary 
• Paid time off during Christmas week and summer Fridays 
• Multiple volunteer opportunities within the community 
• Extensive career development opportunities
• Access to multiple learning platforms