Current jobs related to ScotiaMcLeod Senior Associate - Victoria Capital Regional District, CA - Scotiabank - Global Banking and Markets

  • ScotiaMcLeod Senior Associate

    3 months ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 204956 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...

  • Administrative Associate

    1 week ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleAs a key member of our ScotiaMcLeod team, you will play a vital role in ensuring the success of our Wealth Management business. Your primary responsibility will be to provide exceptional administrative support to our Wealth Advisors, enabling them to focus on delivering top-notch client service.Key ResponsibilitiesManage client administration,...

  • Scotiamcleod Administrative Associate

    3 weeks ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 208931 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...

  • ScotiaMcLeod Administrative Associate

    2 weeks ago

    Victoria, Canada Scotiabank Full time

    Title: ScotiaMcLeod Administrative Associate - Victoria, BCRequisition ID: 208931As 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...

  • ScotiaMcLeod Administrative Associate

    3 weeks ago

    Victoria, Canada Scotiabank Full time

    Title: ScotiaMcLeod Administrative Associate - Victoria, BCRequisition ID: 208931As 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...

  • ScotiaMcLeod Senior Associate

    3 months ago

    Victoria, Canada Scotiabank Full time

     Requisition ID: 204956As 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...

  • Administrative Associate

    1 week ago

    Victoria, British Columbia, Canada Scotiabank Full time

    Job SummaryAs a key member of the ScotiaMcLeod team, the Administrative Associate will play a vital role in ensuring the smooth operation of our Wealth Management business. This dynamic individual will be responsible for providing exceptional client service, managing administrative processes, and supporting the Wealth Management team in their daily...

  • ScotiaMcLeod Administrative Associate

    2 weeks ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 208931As 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...

  • ScotiaMcLeod Administrative Associate

    3 weeks ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 208931 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...

  • ScotiaMcLeod Administrative Associate

    3 weeks ago

    Victoria, Canada Scotiabank Full time

     Requisition ID: 208931As 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...

  • ScotiaMcLeod Administrative Associate

    3 weeks ago

    Victoria, Canada Scotiabank Full time

     Requisition ID: 208931As 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...

  • Senior Associate Wealth Management Professional

    1 month ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Associate to join our Wealth Management team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Key ResponsibilitiesPrepare and present reports and...

  • Administrative Associate

    7 days ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleAs a key member of our ScotiaMcLeod team, you will play a vital role in delivering exceptional client service and supporting the overall success of our Wealth Management team. Your primary responsibility will be to ensure effective client administration by managing all administrative processes and escalations requiring investigation.Key...

  • Administrative Associate

    5 days ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleAs a key member of our ScotiaMcLeod team, you will play a vital role in delivering exceptional client service and supporting the success of our Wealth Management team. Your primary responsibility will be to ensure effective client administration, managing all administrative processes and escalations requiring investigation.Key...

  • Senior Associate

    2 months ago

    Victoria, British Columbia, Canada Scotiabank Full time

    {"title": "Senior Associate - Wealth Management", "content": "Role OverviewAs a Senior Associate at ScotiaMcLeod, you will be working within a large Wealth Management group. In conjunction with the lead Portfolio Manager and other team members, you will work in the development and management of their book of business by providing effective client service and...

  • Administrative Associate

    3 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...

  • Administrative Associate

    3 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...

  • Senior Wealth Management Associate

    2 months ago

    Victoria, British Columbia, Canada Scotiabank Full time

    Position OverviewAs a vital member of the ScotiaMcLeod team, the Senior Associate plays a key role in our Wealth Management division. This position involves collaborating closely with the lead Portfolio Manager and fellow team members to enhance and manage a diverse portfolio of clients through exceptional service and strategic business development...

  • Senior Wealth Management Associate

    2 months ago

    Victoria, British Columbia, Canada Scotiabank Full time

    Position OverviewAs a vital part of Scotia Wealth Management, ScotiaMcLeod is renowned for its commitment to integrity and exceptional service in investment guidance. Our teams focus on innovative strategies to safeguard and enhance client assets.Your RoleIn the capacity of Senior Associate, you will collaborate within a substantial Wealth Management...

  • Administrative Associate

    3 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...

ScotiaMcLeod Senior Associate

2 months ago

Victoria Capital Regional District, CA Scotiabank - Global Banking and Markets Full time

Requisition ID: 204956

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 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.

BRIEF INTRODUCTION

As a Senior Associate you will be working within a large Wealth Management group. In conjunction with the lead Portfolio Manager and other team members, you will work in the development and management of their book of business by providing effective client service and contributing to business development and sales-related activities.

IS THIS ROLE RIGHT FOR YOU?

In The Role You Will

  • Prepare, analyze, and present reports and recommendations to clients.
  • Develop and distribute client communication and marketing pieces.
  • Review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes.
  • Understand client investment objectives and risk tolerance in relationship to Portfolio Manager’s model portfolios.
  • Build effective working relationships across the team and with various business lines within Scotiabank.
  • Identify new business opportunities to gather additional assets and/or increase revenue.
  • Utilize your in-depth knowledge of investments and services to identify new opportunities within the existing client base.
Do You Have The Skills?

We would love to work with you if you have:

  • Experience in the securities industry.
  • Completed Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), and the Wealth Management Essentials (WME) course.
  • Registered as a Registered Representative (RR) with CIRO.
  • Excellent verbal and written communication skills.
  • Meticulous attention to detail and excellent time management skills.
  • Exceptional client service skills.
  • Proficient in Microsoft Office Suite with advanced Excel skills.
What’s In It For You?

  • Opportunity for advancement within the team.
  • Participation in mentorship program to further develop client relationship and marketing skills.
  • The opportunity to join one of the fastest growing investment teams within Scotia Wealth Management.
  • Highly Competitive Compensation that includes potential for annual performance bonuses.
  • 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.

Location(s): Canada : British Columbia : Victoria

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 during the recruitment and selection process, please let our Recruitment team know. 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. #J-18808-Ljbffr