IIA Admin. Associate, Global Wealth Management

Responsibilities

• Support Advisors in reviewing client portfolios to identify needs and ensure alignment with risk profiles
• Execute client trades as directed by the client or Advisor
• Manage client administration including documentation follow-ups, file maintenance, and resolving inquiries
• Provide marketing assistance by organizing client events and managing mass communications
• Assist in business growth by managing referrals, tracking commissions, and preparing financial reports
• Ensure all activities comply with regulatory requirements, internal policies, and AML/ATF/sanctions standards

Requirements

• Post Secondary Education
• Confirmed registration or eligibility for licensing as an Investment Representative with CIRO
• Excellent written and verbal communication skills
• Strong organizational and time management skills
• Ability to work independently and take initiative
• Proficiency in Spanish and English

About the Company

Scotiabank is a leading bank in the Americas, providing a broad range of advice, products, and services including personal and commercial banking, wealth management, and capital markets.