Wealth Management Portfolio Administrator

Advance your career with Scotiabank as a Portfolio Administrator specializing in wealth management in Toronto, Ontario. Your mission will be to provide stellar client service and support Relationship Managers.

In this role, you will focus on enhancing client satisfaction through efficient portfolio administration. Support responsibilities will include managing client inquiries, executing cash management tasks, and ensuring compliance with regulatory requirements. Your organizational skills will be essential in maintaining accurate and updated client information.

Key Responsibilities:
• Facilitate client communication on behalf of Relationship Managers
• Manage the complete onboarding process for new clients
• Prepare client reports and respond to inquiries promptly
• Help implement marketing strategies for business development
• Maintain compliance with internal and external guidelines

Requirements:
• Degree in ...

Ready to Apply?

Submit your application today and join our talented team at Scotia Wealth Management.

Submit Application