Fee Based Operations Admin Support

4 weeks ago

Old Toronto, Canada Scotiabank Full time

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Title:  Fee Based Operations Admin Support

Requisition ID: 199115

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

In the role of Fee Based Operations Admin Support, you will be responsible for contributing to the day-to-day operations of Scotia McLeod’s broad suite of Fee Based and Managed Assets Programs. You will also be responsible for developing and managing relationships with Scotia McLeod’s internal and external partners and service providers, providing value and support to the business. All responsibilities are carried out in accordance with Scotiabank Wealth Management’s values and guiding principles and in adherence to the Scotiabank Code of Conduct & Privacy principles.

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

  • Provide comprehensive support to ScotiaMcLeod Advisors and teams by delivering training and guidance on all Fee Based program features, policies, and system processes
  • Proactively enhance the onboarding process for experienced Advisor teams from a fee-based system perspective
  • Perform day-to-day activities related to Fee Based Asset Programs by ensuring that all administrative tools (applications, WealthNet, etc.) are kept current
  • Assist Advisor Teams with support when inputting Fee Schedules to ensure accuracy in PureFees prior to calendar quarter-end
  • Contribute to the effective functioning of the Fee Based Program, Products & Services team by building effective working relationships across the team and with various business lines
  • Maintain a high level of client service by facilitating a culture of open and honest communication and actively share knowledge and experience to enhance the development of all team members

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • University degree, college diploma in Business or Finance preferred
  • 2 years’ experience within retail operations, particularly in full-service advisory and/or self-directed investing
  • Completion of the Canadian Securities Course (CSC) is an asset
  • Familiarity with a variety of enterprise system technologies (e.g., web-based, mainframe, AS/400,relational databases); experience with Broadridge, PureFacts, Salesforce, PureFees, Charles River, WealthOne or other securities brokerage applications is an asset
  • A client-focused mindset, providing a superior client experience for all clients and Advisors
  • Results oriented
  • Effective time management and priority management skills
  • Individually motivated and strong relationship building skills
  • Effective communication skills with an ability to clearly communicate, simplify complex issues, creatively problem solve, resourcefully overcome obstacles, and nimbly manage priorities across several initiatives
  • An ability to work under pressure and produce deliverables at high standards
Location(s): Canada : Ontario : Toronto 

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. #J-18808-Ljbffr

  • Fee Based Operations Admin Support

    1 week ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 199115 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. In the role of Fee Based Operations Admin Support, you will be responsible for contributing to the day-to-day operations of Scotia McLeod’s broad suite of Fee Based and Managed Assets Programs. You will also be responsible for...

  • Fee Based Operations Admin Support

    1 month ago

    Toronto, Canada Scotiabank Full time

    In the role of Fee Based Operations Admin Support, you will be responsible for contributing to the day-to-day operations of Scotia McLeod’s broad suite of Fee Based and Managed Assets Programs. You will also be responsible for developing and managing relationships with Scotia McLeod’s internal and external partners and service providers, providing value...

  • Fee Based Operations, Administrative Support

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175824 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The incumbent contributes to the successful day-to-day operations of ScotiaMcLeod’s broad suite of Fee Based and Managed Assets Programs. The incumbent is also responsible for developing and managing relationships with...

  • Fee Based Operations, Administrative Support

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 175824Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The incumbent contributes to the successful day-to-day operations of ScotiaMcLeod's broad suite of Fee Based and Managed Assets Programs. The incumbent is also responsible for developing and managing relationships with ScotiaMcLeod's...

  • Avp, Fee Based Solutions

    2 days ago

    Toronto, Canada Raymond James Financial, Inc. Full time

    **AVP, Fee Based Solutions** - 2400426 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Fee Based Trader

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 159028 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Position: Fee Based Trader, Centralized Investment Management, Investment & Advisory Solutions **_Purpose_** Contributes to the overall success of the _Centralized Investment Management_ / Scotia Wealth Management in Canada...

  • Fee Based Trader

    5 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 159028 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Position: Fee Based Trader, Centralized Investment Management, Investment & Advisory Solutions **_ Purpose_** Contributes to the overall success of the _Centralized Investment Management_ / Scotia Wealth Management in Canada...

  • Associate, Fee Based Solutions

    1 week ago

    Toronto, Canada CIBC Full time

    We’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...

  • Fee Based Trader

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175424 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Centralized Investment Management / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...

  • Fee Officer

    1 week ago

    Old Toronto, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 198972Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Officer is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM). The...

  • Fee Officer

    1 week ago

    Old Toronto, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 198972Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Officer is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM). The...

  • Fee Officer

    1 week ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 179741 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Operations** **Job Purpose** As a member of Scotia Wealth Management Operations’ centralized Managed Account Operations - Fee Processing, the position is responsible for delivering a high level of service to...

  • Program Manager, Fee Based and Managed Solutions

    2 weeks ago

    Toronto, 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...

  • Admin Support Associate

    2 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    Admin Support Associate **Description: - Temporary Full Time- We currently have a Junior Medical Underwriter opening for our Group Customer department. This role will effectively deliver a tailored customer experience to those seeking group insurance or individual health plan(s) with Canada Life.**What you will do** - Responsible for assessing,...

  • Vice President, Fee Based and Managed Accounts

    2 months ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Products and Services **Reporting To**: Director, Products & Services **Job Id**: PS - 010 **Job Level**: L6 **Seniority Level**: Mid - Senior level **Position Overview**: The VP, Fee Based and Managed Accounts will act as a coach to facilitate and prepare Investment...

  • Fee Officer

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 198972 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Officer is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM). The incumbent is responsible for supporting internal clients through frequent contact and the efficient...

  • Fee Officer

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 198972Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Fee Officer is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM). The incumbent is responsible for supporting internal clients through frequent contact and the efficient...

  • Fee Officer

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 198972Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Officer is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM). The incumbent is responsible for supporting internal clients through frequent contact and the efficient...

  • Fee Officer

    2 weeks ago

    Toronto, Canada Scotiabank Full time

       Requisition ID: 198972Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Officer is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM). The incumbent is responsible for supporting internal clients through frequent contact and the efficient...

  • Fee Officer

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Is this role right for you? In this role you will: Effectively complete set up and maintenance of automated fee diaries based on approved client agreements/instructions for Scotia Asset Management (SAM) accounts and Estate and Trust accounts by printing and identifying discounts, fee schedules frequencies and anticipated market values Identify...