Regional Coordinator, MD Financial Management

4 weeks ago

Quebec City, Canada Scotiabank Full time

Requisition ID: 206034

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted in compliance with governing regulations, internal policies, and procedures

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

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Maintain office systems including but not limited to network administration, telephone and voice mail programs, reference and product files, branch library and Product & Procedures manual.
  • Lead management of facilities operations as well as delivery and change management of facilities related changes.
  • Liaise with Facilities to support leasehold improvements, lease renewals and planned moves.
  • Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments.
  • Complete regional reporting requests & data analysis.
  • Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI.
  • Coordinate and execute on a variety of regional initiatives including seminars, Client Forums and Professional Development Days and coordinate logistics as required.
  • Assist with branch compliance duties including maintaining the security checklist and Business Continuity Plan.
  • Participate in various regional meetings and special projects.
  • Liaise with external partners such as medical associations, accounting firms, etc. for regional projects.
  • Other administrative tasks.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Understand 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:

  • Stewardship of the client experience.
  • Strong organizational skills.
  • Excellent communication skills.
  • Initiative and resourcefulness.
  • Ability to work effectively and collaboratively within a team.
  • Attention to detail.
  • Well-organized with high energy, effective communication skills
  • Enjoys a fast-paced environment and is highly professional.
  • Team player with a desire to consistently create a positive work environment

The Must Haves:

  • Community college diploma in Business Administration or equivalent.
  • Three+ years' experience in an administrative or clerical position, preferably with a financial services company
  • Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset.
  • Excellent computer skills including MS Word, MS PowerPoint, and good understanding of current corporate applications

"Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele."

Location(s): Canada : Quebec : Quebec

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.

  • Financial Consultant, Acquisition

    2 weeks ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 207050 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work...

  • Associate Portfolio Manager, Md Financial

    1 month ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

  • Regional Head

    3 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 186836 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The Regional Head provides leadership and direction to achieve overall sales and performance objectives. This senior leader is responsible for the implementation of MD strategies, processes and disciplines to achieve...

  • Financial Consultant, Acquisition

    2 weeks ago

    Quebec, Canada MD Financial Management Full time

    Requisition ID: 207050 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work...

  • Financial Consultant Ecs

    3 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 182700 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. For more than 50 years, MD Financial Management has provided Canada’s physicians and their families with discerning and timely financial guidance. We take pride in knowing physicians best, understanding the challenges and...

  • Regional Coordinator, Md Financial Management

    4 weeks ago

    Quebec, Canada MD Financial Management Full time

    Requisition ID: 206034 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and...

  • Financial Consultant, Acquisition

    1 week ago

    Quebec, Canada MD Full time

    Requisition ID: 207050Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work flexibility,...

  • Financial Consultant, Acquisition

    1 week ago

    Quebec, Canada MD Full time

    Requisition ID: 207050Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work flexibility,...

  • Estate & Trust Lead, MD Signature Private Wealth - Quebec, QC

    1 month ago

    Quebec, Canada MD Financial Management Full time

    Requisition ID: 204884 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Director, Financial Planning, as the Estate and Trust Lead, MD Signature (MDS) - Quebec, you will be responsible for a robust and relevant estate and trust planning offering to MD’s most affluent clients, ensuring...

  • Estate & Trust Lead, MD Signature Private Wealth - Quebec, QC

    1 month ago

    Quebec, Canada MD Financial Management Full time

    Requisition ID: 204884 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Director, Financial Planning, as the Estate and Trust Lead, MD Signature (MDS) - Quebec, you will be responsible for a robust and relevant estate and trust planning offering to MD’s most affluent clients, ensuring...

  • Investment Consultant

    4 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 159433 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: Reporting to the Regional Manager, as a Investment Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will...

  • Estate & Trust Lead, MD Signature Private Wealth - Quebec, QC

    2 months ago

    Québec City, Canada MD Financial Management Full time

    Is this role right for you? In this role you will: You will steward the estate and trust offering for MDS clients, ensuring a compelling client experience, driving awareness, and developing client-facing content and tools. You will research, develop and provide estate and trust planning subject matter expertise to MDS advisors, financial planners, and...

  • Senior Financial Consultant

    3 months ago

    Québec City, Canada MD Financial Management Full time

    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.  As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary...

  • Conseiller(ère) financier(ère), Acquisition

    2 weeks ago

    Quebec, Canada MD Financial Management Full time

    Numéro de la demande: 207050 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. Vous cherchez un environnement de travail qui vous pousse à donner le meilleur de vous-même au quotidien? Une entreprise qui se soucie de votre développement personnel et de vos aspirations...

  • Associate Portfolio Manager

    3 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

  • Client Service Associate

    3 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 197374 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...

  • Senior Financial Consultant

    3 months ago

    Quebec, Canada MD Full time

    Requisition ID: 195360Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna.Reporting to the Regional Manager you...

  • Senior Financial Consultant

    3 months ago

    Quebec, Canada MD Full time

    Requisition ID: 195360Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna.Reporting to the Regional Manager you...

  • Senior Financial Consultant

    4 weeks ago

    Quebec, Canada MD Full time

    Requisition ID: 195360Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Kelowna.Reporting to the Regional Manager, you...

  • Lead Financial Advisor

    1 month ago

    Quebec, Canada MD Full time

    Lead Financial Advisor - MD Management LimitedMD Management Limited, a part of Scotia Wealth Management, is on the lookout for a Lead Financial Advisor to enhance their services. This position is centered around delivering customized financial guidance to clients, helping them realize their individual financial aspirations.Key Responsibilities:Establish and...