Investment Specialist Assistant
1 week ago
We are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.
Key Responsibilities- Provide timely support to Investment Specialists to execute day-to-day operational activities, including administrative tasks and client interactions.
- Contribute to the growth and servicing of the Investment Specialists' client-base, including data entry, record-keeping, and reporting.
- Support the national Administration team in executing capacity enablers (National Practice Standards) for Investment Specialists to grow their business portfolios.
- Deliver exceptional client experiences through effective communication, problem-solving, and relationship-building skills.
- Collaborate with cross-functional partners to optimize business outcomes and achieve shared objectives.
- Self-motivated and disciplined with solid organizational and effective task prioritization skills.
- Strong processing and inputting skills, with a high attention to detail and follow-through capabilities.
- Outstanding interpersonal, communication, and listening skills, with the ability to build rapport and establish trust with clients and colleagues.
- Ability to work in a fast-paced dynamic environment, with multiple partners and stakeholders to achieve shared objectives.
- Excellent team player with the ability to work independently and contribute to a high-performance environment.
- A supportive environment with coaches who are inspired to help you exceed your goals.
- A primarily work-from-home role with a mix of in-office work as required by business needs.
- The opportunity to make a lasting impact on clients and contribute to revenue generation and growth.
- A diverse and talented team of administrative assistants, leading Investment Specialists, and successful Sales Leaders.
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. 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.
-
Investment Operations Specialist
1 week ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeInvestment Operations AnalystHillsdale Investment Management Inc. is a leading investment boutique that manages investments on behalf of sophisticated institutional and private wealth investors. We are committed to producing high-quality equity investment strategies and are recognized for our investment and service excellence.Key Responsibilities:Resolve...
-
Investment Operations Specialist
1 week ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeInvestment Operations AnalystHillsdale Investment Management Inc. is a leading investment boutique that manages investments on behalf of sophisticated institutional and private wealth investors. We are committed to producing high-quality equity investment strategies and are recognized for our investment and service excellence.Key Responsibilities:Resolve...
-
Investment Operations Specialist
2 weeks ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeInvestment Operations AnalystHillsdale Investment Management Inc. is a leading investment boutique that manages investments on behalf of sophisticated institutional and private wealth investors. We are committed to producing high-quality equity investment strategies and are recognized for our investment and service excellence.Key Responsibilities:Resolve...
-
Investment Operations Specialist
2 weeks ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeInvestment Operations AnalystHillsdale Investment Management Inc. is a leading investment boutique that manages investments on behalf of institutional and private wealth investors. We are committed to producing high-quality equity investment strategies and are recognized for our investment and service excellence.Key Responsibilities:Resolve global trade...
-
Investment Operations Specialist
2 weeks ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeInvestment Operations AnalystHillsdale Investment Management Inc. is a leading investment boutique that manages investments on behalf of sophisticated institutional and private wealth investors. We are committed to producing high-quality equity investment strategies and are recognized for our investment and service excellence.Key Responsibilities:Resolve...
-
Investment Operations Specialist
2 weeks ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeInvestment Operations AnalystHillsdale Investment Management Inc. is a leading investment boutique that manages investments on behalf of institutional and private wealth investors. We are committed to producing high-quality equity investment strategies and are recognized for our investment and service excellence.Key Responsibilities:Resolve global trade...
-
Investment Operations Specialist
3 weeks ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeAbout the RoleHillsdale Investment Management Inc. is seeking a highly skilled Investment Operations Analyst to join our Operations team.Key ResponsibilitiesResolve global trade settlement issues for institutional client accounts and pooled funds across 25+ countries and 14+ currencies.Perform daily reconciliations of global investment transactions and...
-
Investment Operations Specialist
3 weeks ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeAbout the RoleHillsdale Investment Management Inc. is seeking a highly skilled Investment Operations Analyst to join our Operations team.Key ResponsibilitiesResolve global trade settlement issues for institutional client accounts and pooled funds across 25+ countries and 14+ currencies.Perform daily reconciliations of global investment transactions and...
-
Investment Operations Specialist
3 weeks ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeAbout the RoleHillsdale Investment Management Inc. is a leading investment boutique seeking a highly skilled Investment Operations Analyst to join our Operations team. As a key member of our team, you will be responsible for resolving global trade settlement issues, performing daily reconciliations, and collaborating with portfolio managers and external...
-
Investment Operations Specialist
3 weeks ago
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full timeAbout the RoleHillsdale Investment Management Inc. is a leading investment boutique seeking a highly skilled Investment Operations Analyst to join our Operations team. As a key member of our team, you will be responsible for resolving global trade settlement issues, performing daily reconciliations, and collaborating with portfolio managers and external...
-
Toronto, Ontario, Canada Scotiabank Full timeInvestment Specialist, Administrative Assistant Support the growth and servicing of wealth management business acquisitions and relationships in target markets, providing timely support and delivering exceptional client experiences. As a dynamic self-starter, you will be part of a vibrant, enthusiastic, and high-energy team, championing a...
-
Investment Onboarding Specialist
2 weeks ago
Toronto, Ontario, Canada ThreePDS Inc Full timeJob Title: Investment Onboarding SpecialistWe are seeking a highly skilled Investment Onboarding Specialist to join our team at ThreePDS Inc. As an Investment Onboarding Specialist, you will be responsible for ensuring a seamless onboarding experience for our institutional clients.Key Responsibilities:Develop and maintain a deep understanding of our clients'...
-
Investment Onboarding Specialist
2 weeks ago
Toronto, Ontario, Canada ThreePDS Inc Full timeJob Title: Investment Onboarding SpecialistWe are seeking a highly skilled Investment Onboarding Specialist to join our team at ThreePDS Inc. As an Investment Onboarding Specialist, you will be responsible for ensuring a seamless onboarding experience for our institutional clients.Key Responsibilities:Develop and maintain a deep understanding of our clients'...
-
Investment Products Specialist
3 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryThe primary objective of this role is to collaborate with the Investment Products Advisory Group team of portfolio specialists and analysts, whose primary responsibility is to support the promotion and positioning of RBC GAM investment solutions and capital markets views across Canadian retail and private client distribution channels.Key...
-
Investment Products Specialist
3 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryThe primary objective of this role is to collaborate with the Investment Products Advisory Group team of portfolio specialists and analysts, whose primary responsibility is to support the promotion and positioning of RBC GAM investment solutions and capital markets views across Canadian retail and private client distribution channels.Key...
-
Tax Director, Investment Strategy
2 weeks ago
Toronto, Ontario, Canada Canada Pension Plan Investment Board Full timeJob Description**About Us**Canada Pension Plan Investment Board (CPPIB) is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability.**Job Summary**We are seeking a highly experienced Tax Director to join our Investment Tax team. The successful candidate will be...
-
Tax Director, Investment Strategy
2 weeks ago
Toronto, Ontario, Canada Canada Pension Plan Investment Board Full timeJob Description**About Us**Canada Pension Plan Investment Board (CPPIB) is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability.**Job Summary**We are seeking a highly experienced Tax Director to join our Investment Tax team. The successful candidate will be...
-
Sustainable Energy Investment Analyst
1 month ago
Old Toronto, Ontario, Canada Canada Pension Plan Investment Board Full timeMake a significant contribution at a leading global investment organizationBy investing your career with CPP Investments, you become part of one of the most esteemed and rapidly expanding institutional investors worldwide. With assets under management exceeding $500 billion, CPP Investments is a professional investment management entity that globally...
-
Sustainable Energy Investment Analyst
1 month ago
Old Toronto, Ontario, Canada Canada Pension Plan Investment Board Full timeMake a significant contribution at a leading global investment organizationBy choosing a career with CPP Investments, you become part of one of the most esteemed and rapidly expanding institutional investors worldwide. With assets under management exceeding $500 billion, CPP Investments is a professional investment management entity that strategically...
-
Investment Finance Specialist
1 week ago
Toronto, Ontario, Canada BJRC Recruiting Full time{"Job Title": "Investment Finance Specialist", "Job Description": "Job SummaryWe are seeking an experienced Investment Finance Specialist to join our team at BJRC Recruiting. The successful candidate will be responsible for managing subscription and redemption processes, calculating net asset values, and maintaining internal accounting records.Key...