Digital Wealth Associate

2 weeks ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 178939

We are committed to investing in our employees and helping you continue your career at Scotiabank.

As a Digital Wealth Associate, you will be responsible for providing a high standard of client service for both internal and external clients. You will play a key role in prioritizing and responding to written and verbal customer account and system inquiries, trouble shooting, and ensuring issue resolution within established timeframes. You will also play a key role in onboarding and developing the client base.

This role is fully remote within Canada.

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

- Actively respond to client requests, regarding MD products and services, with an eye to ensuring an optimal client experience
- Recommend appropriate solutions to transaction and other administrative issues, ensuring accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company
- Ensure compliance with all industry regulations and MD Financial program and process requirements
- Play a key role in achieving established team targets and referral programs

**The Must Haves**:

- IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90- day training; Wealth Management Essentials (post-licensing requirement)
- Client service experience within the financial services industry
- An understanding of financial services rules and regulations
- Bilingual (English/French) is an asset

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

- The ability to model a positive and professional attitude and work ethic, successfully navigate change, and foster an appreciation for compliance with industry regulations
- A commitment to an exceptional client experience; regularly delivering an exemplary level of service
- The ability to work independently and as part of a broader team
- The ability to work in a high-paced environment with multiple and competing priorities
- A desire to learn and further your knowledge
- Proficiency with technology and digital communication platforms

**What’s in it for you?**
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We offer generous paid time off programs
- We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

Location(s): Canada : Ontario : Ottawa || Canada : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : Nova Scotia : Halifax || 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.

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