Scotiamcleod Assistant Branch Administrator - Sudbury

Requisition ID: 272025

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.

The Assistant Branch Administrator contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. 

 Is this role right for you? In this role, you will:

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge
• Assists in managing branch support staff by resolving escalated issues, providing recognition, and serving as a resource for guidance and direction
• Assists the Branch Management Team by completing administrative duties, including filing, storage and report distribution, processing expenses and following up on outstanding issues, building spreadsheets and maintaining databases as necessary, running or assisting management with New Issues, compiling documentation regarding compliance issues, coordinating and tracking daily and monthly supervision requests as directed by Branch Manager, maintaining compliance spreadsheets, completing and submitting the Monthly Error Report, and maintaining the Branch Research Distribution System.
• Assists the Branch Management Team with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations, administering the branch client account (house accounts), coordinating building facilities maintenance, scheduling branch meetings, including external speakers, assisting with interviews of support staff, ensuring the quality and efficiency of branch operations, onboarding of new experienced Advisors and their teams, by acting as a resource and liaison, and working to resolve any issues on systems that have been escalated by Branch Systems Administrator (BSA)
• Contributes 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, and developing and executing a meaningful employee development plan.
• Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
• Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk
• Champions a high-performance environment and contributes to an inclusive work environment.  

Do you have the skills that will enable you to succeed in this role? - We'd 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
• Ability to multitask
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Previous industry experience
• Post secondary education
• All applicable education, examination, and training requirements for licensing and confirmed registration as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) OR willing to complete required courses to become licensed  

What's in it for you?

 The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

#SWM

Location(s):  Canada : Ontario : Sudbury 

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.