ScotiaMcLeod Branch Operations Assistant/Scotia Wealth Management Receptionist - Rosedale

Requisition ID: 269504 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. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. BRIEF INTRODUCTION As a Branch Operations Assistant/Scotia Wealth Management Receptionist you will provide operations and administrative support to the Branch Management Team and the Advisor teams. IS THIS ROLE RIGHT FOR YOU In the role you will: Be instrumental in management of the daily administrative operations of the branch Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM) Manage client account activities and ensuring compliance standards are met Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations DO YOU HAVE THE SKILLS We would love to work with you if you have: Superior customer service skills Financial Industry experience Strong organization with the ability to manage multiple priorities Strong written and oral communication skills WHAT’S IN IT FOR YOU Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking 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 Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

The Branch Operations Assistant will manage daily administrative operations and provide support to the branch management and advisor teams. They are also responsible for ensuring compliance with corporate policies and industry regulations while maintaining a welcoming environment for clients.

Candidates should possess superior customer service skills and previous experience within the financial industry. Strong organizational abilities and effective written and oral communication skills are also required for this position.

• Competitive compensation • Annual incentive plans • Time off entitlements • Pension plan • Employee share ownership plan • Favourable employee banking rates • Learning and development

• Customer servicePreferred
• OrganizationPreferred

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial industry knowledge
• Administrative support
• Operations management
• Compliance
• Organization
• Prioritization
• Written communication
• Oral communication
• Procedure implementation
• Administrative Support
• Private Banking
• Curiosity
• Planning
• American Sign Language (ASL)
• Commercial Banking
• Management
• Investments
• Capital Markets
• Customer Service
• Creativity
• Document Formatting
• Financial Services
• Innovation
• Investment Banking
• Operations
• Wealth Management
• Technical Assistance
• Verbal Communication Skills

• Finance & Accounting
• Administrative
• Customer Service & Support
• Branch Operations Assistant
• Banking Branch Manager (General)
• Financial and Insurance Services Branch managers
• Financial Managers

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week