Job Description
Requisition ID:
Employee Referral Program – Potential Reward: $0.00
Overview
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.
Our signature Enriched Thinking ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions.
Responsibilities
- Ensure effective client administration by managing all administrative processes and escalations requiring investigation
- Consistently demonstrate high levels of client service to deepen relationships
- Support the advisor in regular reviews of portfolios, entering client trades ...