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Digital Wealth Associate

4 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 180532

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

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Digital Wealth Associate to join our team.

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.

The way we work is changing. This role is fully remote within Canada, where you’ll be working exclusively from the comfort of your own home.

**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

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.