Scotia Wealth Management Receptionist

7 months ago


Waterloo, Canada Scotiabank Full time

Requisition ID: 182833

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 Receptionist, you will be in a highly visible role and the first point of contact for clients. You will contribute to the overall success of Scotia Wealth management’s multiple business lines and other Bank Partners, by greeting and directing clients; taking and relaying messages and responding to and actioning client requests.

**IS THIS ROLE RIGHT FOR YOU**
**In the role you will**:

- Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM)
- Coordinate internal communication to staff
- Organize and maintain various filing systems and office supplies
- Manage and maintain meeting rooms schedule, incoming and outgoing correspondence, and communal kitchen
- Ensure work is controlled throughout the day to contribute to the efficient operations of the Office
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

**We would love to work with you if you have**:

- Superior customer service skills
- Financial Industry experience
- Strong organization with the ability to manage multiple priorities
- Strong written and oral communication skills

**WHATS IN IT FOR YOU**
- At ScotiaMcleod we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At ScotiaMcleod
- you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to 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.
- Learning and Development - free access to Scotia Academy to upskill and develop your skills

Location(s): Canada : Ontario : Waterloo

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.


  • Receptionist

    5 days ago


    Waterloo, Canada TerraCorp Management Full time

    For over 60 years, **TerraCorp Management**, a family-owned and operated business based out of London, Ontario, has been developing and managing multi-residential apartment buildings across Southwestern Ontario. As we continue to find success in building and managing quality apartment homes, creating lasting relationships with our residents and community...


  • Waterloo, Canada Frost Wealth Management Inc. Full time

    **Job Title**: Administrative Assistant **Location**: Waterloo, ON. **Job Type**: Full-time **About Us**: We are a growing wealth management firm committed to delivering personalized financial solutions and exceptional client service. Our team of professionals works closely with clients to help them achieve their financial goals through strategic planning...

  • Receptionist

    2 weeks ago


    Waterloo, Canada Ontario Mutual Full time

    With over 145 years of property & casualty insurance experience, Heartland Farm Mutual strives to be the Best Farm Mutual. Heartland offers automobile, property, and farm insurance to more than 50,000 people in Ontario and Nova Scotia. We are courageous. Our team is talented and dedicated, challenging the norm, and striving to be better every day. People...


  • Waterloo, Canada BMO Financial Group Full time

    20 Erb Street West Waterloo Ontario,N2L 1T2 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented...


  • Waterloo, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Administration team as a Receptionist. This diverse team of professionals directly contributes to the success of the firm by supporting internal and...


  • Waterloo, Ontario, Canada Banque Nationale du Canada Full time

    We are seeking an experienced Wealth Management Assistant Professional to join our dynamic Wealth Management team at Banque Nationale du Canada.About the RoleThis is a career-defining opportunity to work closely with investment advisors and clients, providing exceptional customer service that drives long-term results. As a key member of our team, you will be...

  • Receptionist

    2 weeks ago


    Waterloo, Canada Heartland Farm Mutual Inc. Full time

    With over 145 years of property & casualty insurance experience, Heartland Farm Mutual strives to be the Best Farm Mutual. Heartland offers automobile, property and farm insurance to more than 50,000 people in Ontario and Nova Scotia. We are courageous. Our team is talented and dedicated, challenging the norm and striving to be better every day. People come...


  • Waterloo, Canada HRS Property Management Full time

    **Job Overview** **Responsibilities** - Greet and welcome visitors in a friendly and professional manner. - Answer phone calls, directing inquiries to the appropriate personnel. - Perform data entry tasks accurately and efficiently. - Maintain an organized front desk area, ensuring all materials are stocked and accessible. - Handle incoming and outgoing...


  • Waterloo, Canada National Bank of Canada Full time

    A career as an Assistant in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job:Ensure effective...


  • Waterloo, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Administration team as a Receptionist. This position is considered a temporary placement for 4-5 months, starting as soon as possible. This diverse...


  • Waterloo, Canada BMO Financial Group Full time

    Address: 20 Erb Street West Job Family Group: Commercial Sales & Service Provides professional, knowledgeable cash management advice, sales and service support to Private Wealth Clients. Acts as a key member of the Private Wealth Banking client strategy team and is responsible to drive the achievement of cash management sales and service objectives by...


  • Waterloo, Canada TD Bank Full time

    **Professional Assistant Branch Manager Wealth**: - 424347BR **Job Category - Primary** - Wealth Management **Work Location** - 412 Albert Street **Employment Type** - Regular **City** - Waterloo **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - This role...


  • Waterloo, Canada Manulife Full time

    Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...


  • Waterloo, Canada TD Bank Full time

    **Work Location**: Waterloo, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **CUSTOMER**: - **Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively**: - **Negotiate and execute an annual branch business plan and review individual business plan from each...


  • Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Waterloo, Canada University Dental Full time

    We are seeking a Front Desk Manager (Receptionist) to join our dental office team and provide exceptional dental services to our patients. If you are an experienced Frontdesk Manager (receptionist) with excellent communication skills and a passion for customer service, we would love for you to join us. Job Responsibilities: 1. Greet and check-in patients,...


  • Waterloo, Canada Scotiabank Full time

    Requisition ID: 192629 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...


  • Waterloo, Canada Scotiabank Full time

    Requisition ID: 167811 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Market Lead oversees and leads a team of investment professionals in the South West Ontario market who are responsible for the achievement of defined revenue production goals. This is a producing role so the...

  • Office Receptionist

    4 months ago


    Waterloo, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    Job SummaryWe are seeking a highly organized and detail-oriented Receptionist to join our team at beBee Professionals in Waterloo, Canada.Key ResponsibilitiesProvide exceptional customer service to clients and visitors, ensuring a positive and welcoming experience.Manage incoming calls, schedule appointments, and maintain office calendars with...

  • Receptionist

    1 day ago


    Waterloo, Canada Activa Holdings Inc. Full time

    Role Summary **Company**:Activa **Job Title**:Receptionist **Job Type**:Full-Time, Permanent **Reports To**:Corporate Services Manager **Location**:Waterloo, Ontario As the first point of contact, this highly professional individual will represent and reflect the company image and values to all visitors and guests. The individual will be punctual,...