![Scotiabank](https://contents.bebee.com/companies/ca/scotiabank/avatar-VfKVm.png)
Scotiamcleod Administrative Associate
1 week ago
As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.
When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results.
You'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family and business.
With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.
What will you be doing?
As an Administrative Associate, you will assist an established Portfolio Manager in providing exceptional client support and day-to-day trading administration of their business.
You will be working with one of the fastest growing, and largest teams focused on discretionary asset management for high-net worth families and businesses.
You will be working in a fast-pace environment with considerable upside potential for growth.Is this role right for you?
In this role you will:
- Onboard new client relationships and collaborate with team members to assist with new account openings and transfers.
- Provide and maintain a high level of customer service and effectively build working relationships with clients. This team prides itself on providing exceptional service to their clients. As one of the first points of contact for incoming calls, you will play a critical client facing role.
- Execute client trades and remain uptodate with all regulatory rules and trading activities as it relates to client accounts.
- Investigate and resolve issues, escalating to the Portfolio Manager when appropriate.
- Be able to maintain and update a spreadsheet of the professionals our clients work with (i.e. accountant and lawyer).
- Assist with scheduling client meetings and preparing documents for either in person or phone meetings.
- Assist with completing and updating Investment Policy Statements.
Do you have the skills that will enable you to succeed in this role?
We'd love to work with you if you have:
- Experience working in the banking industry, preferably within a full-service brokerage firm.
- Completed IIROC licenses and registered as an Investment Representative.
- 15 months to complete IIROC courses (CSC, CPH and IRT) if currently unlicensed.
- Solid understanding of industry and firm's compliance regulations and requirements.
- Excellent verbal and written communication skills in English and French.
- Strong organizational skills, ability to prioritize, and a keen attention to detail.
- Ability to spearhead periodic projects.
- Proficiency in Microsoft Outlook, Excel and Word is a must.
What's in it for you?
- A rewarding career path and support towards your professional development and growth.
- Indepth training and coaching to help you succeed in the role.
- Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan.
- Be a part of and contribute to a culture of inclusion, diversity, and potential.
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.
-
Administration and Logistics Manager
1 week ago
Westmount, Quebec, Canada Centre Greene Full timeGreene Avenue Community Centre (Centre Greene)Job descriptionPosition: Administration and Logistics ManagerType: ManagementTerms: full-time 35 hours a weekReports to: Executive DirectorDirect reports: 3 employees (evening and weekend office assistants)- ______________________________________ConditionsType of position: full-time 35 hours per week, temporary...
-
Bilingual Customer Relations
1 week ago
Westmount, Quebec, Canada Candorvision (div. of Candorpharm Inc.) Full timeJOIN THE CANDORVISION TEAMAt Candorvision (division of Candorpharm Inc.) we provide cutting-edge technology portfolio to health professionals across Canada. Already a leader in preservative-free eye treatments, we're one of Canada's fastest growing healthcare companies, headquartered in Montreal near the McGill Superhospital.We are currently looking for an...
-
Scotiamcleod Administrative Associate
4 weeks ago
Westmount, Canada Scotiabank Full timeRequisition ID: 179304 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Associé, Administration, Scotiamcleod
4 weeks ago
Westmount, Canada Scotiabank Full timeNuméro de la demande: 179304 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses conseils avisés en matière de placement. Nos conseillers et nos équipes se targuent d’explorer des approches innovantes pour protéger et faire fructifier les actifs de leurs...
-
Admissions Associate
3 weeks ago
Westmount, Canada Marianopolis College Full time**EMPLOYMENT OPPORTUNITY** **Admissions Associate **ABOUT MARIANOPOLIS COLLEGE** Founded in 1908, Marianopolis is a private English-language college in Montreal specializing in pre-university education for about 2,000 students. A gateway to the world’s top universities, the College’s record of academic excellence, on-time graduation levels and...
-
Development and Donor Relations Associate
2 weeks ago
Westmount, Canada Marianopolis College Full time**EMPLOYMENT OPPORTUNITY** **Development and Donor Relations Associate** **ABOUT MARIANOPOLIS COLLEGE** Founded in 1908, Marianopolis is a private English-language college in Montreal specializing in pre-university education for about 2,000 students. A gateway to the world’s top universities, the College’s record of academic excellence, on-time...
-
Alumni Engagement Associate
4 weeks ago
Westmount, Canada Marianopolis College Full time**EMPLOYMENT OPPORTUNITY** Alumni Engagement Associate **ABOUT MARIANOPOLIS COLLEGE** Founded in 1908, Marianopolis is a private English-language college in Montreal specializing in pre-university education for about 2,000 students. A gateway to the world’s top universities, the College’s record of academic excellence, on-time graduation levels and...
-
Accounting Associate
1 week ago
Westmount, Canada Vensure Employer Solutions Full time**About Us** **Position Summary** This position provides support to our organization's operations and corporate Accounting department. The **Accounting Associate **position is responsible for coordinating the administration of accounts receivable, accounts payable, deposits of funds and other general accounting functions as directed. **Essential Duties...
-
Administration and Logistics Manager
2 weeks ago
Westmount, Canada Centre Greene Full timeGreene Avenue Community Centre (Centre Greene) **Job description** **Position**: Administration and Logistics Manager **Type**: Management **Terms**: full-time 35 hours a week **Reports to**: Executive Director **Direct reports**: 3 employees (evening and weekend office assistants) - ______________________________________ **Conditions** **Type of...
-
Bilingual Marketing Associate
3 weeks ago
Westmount, Canada Candorvision (div. of Candorpharm Inc.) Full time_[La version française suivra.]_ JOIN THE CANDORVISION TEAM At CandorVision (division of CandorPharm Inc.), we provide products with cutting edge technology to health professionals across Canada. Already a leader in preservative free dry eye treatments, we’re one of Canada’s fastest growing healthcare companies. We are currently looking for a...
-
Private Banking Associate
2 months ago
Westmount, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Private Banking Associate
3 weeks ago
Westmount, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity? As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital...
-
Private Banking Associate
1 month ago
Westmount, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity? As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital...
-
Clinical Research Associate
3 weeks ago
Westmount, Canada Erevna Innovations Inc Full timeErevna Innovations Inc., is growing quickly and we are seeking an experienced Clinical Research Associate to join our team in Montreal, QC. We are a full-service, small-sized CRO that specializes in the field of aesthetic medicine. **Duties of the CRA**: - Provides technical and administrative support to the clinical project team - Coordinates logístical...
-
Private Banking Associate
4 weeks ago
Westmount, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity? As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital...
-
Private Banking Associate
1 month ago
Westmount, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity? As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital...
-
Financial Services Associate
3 weeks ago
Westmount, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Accessability Assistant
2 months ago
Westmount, Canada Marianopolis College Full time**EMPLOYMENT OPPORTUNITY** **AccessAbility Assistant** **ABOUT MARIANOPOLIS COLLEGE** Founded in 1908, Marianopolis is a private English-language college in Montreal specializing in pre-university education for about 2,000 students. A gateway to the world’s top universities, the College’s record of academic excellence, on-time graduation levels and...
-
Human Resources Associate
2 months ago
Westmount, Canada McGill University Full time**Position Summary**: Under the direction of the immediate supervisor, responds to the community requests for information by providing detailed explanations concerning processes, policies and procedures related to academic, administrative and support staff. Performs duties related to a variety of transactions, including but not limited to benefits, payroll,...
-
Private Banking Associate
4 weeks ago
Westmount, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** **What will you do?** - You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting - Resolve client concerns at first point of contact in a highly professional, timely, and...
-
Private Banking Associate
3 days ago
Westmount, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** **What will you do?** - You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting - Resolve client concerns at first point of contact in a highly professional, timely, and...
-
Accessability Technician
2 months ago
Westmount, Canada Marianopolis College Full time**EMPLOYMENT OPPORTUNITY** **AccessAbility Technician** **ABOUT MARIANOPOLIS COLLEGE** Founded in 1908, Marianopolis is a private English-language college in Montreal specializing in pre-university education for about 2,000 students. A gateway to the world’s top universities, the College’s record of academic excellence, on-time graduation levels and...