Scotia Wealth Management Receptionist

3 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

    3 months 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 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...

  • Associate

    3 months ago


    Waterloo Regional Municipality, Canada IG Wealth Management Full time

    As an Associate with the Shari Foster & Associates Wealth Management practice at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment and participate in a full practice succession plan within 2-3 years. In 2023, our practice was ranked in the top 100 across Canada and was named to the firm’s illustrious...


  • 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...

  • Wealth Advisor

    1 month ago


    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Wealth Advisor

    1 month ago


    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Receptionist

    3 months ago


    Waterloo, Canada Activa Holdings Inc. Full time

    Role Summary **Company**:Activa **Job Title**:Receptionist **Job Type**:Full-Time, Permanent **Reports To**:Corporate Services Lead **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,...


  • 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, 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...

  • Office Receptionist

    2 days 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

    4 months ago


    Waterloo, Canada Miller Thomson LLP Full time

    As a recognized national business law firm, we support, grow, and impact our communities through our work. We help entrepreneurs, companies, and professionals shape and build the Canadian economy. When you start a career with Miller Thomson, you join a firm that puts its people first. We provide the opportunity to influence the course of your career,...


  • 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...

  • Receptionist

    4 months ago


    Waterloo, Canada Miller Thomson LLP Full time

    As a recognized national business law firm, we support, grow, and impact our communities through our work. We help entrepreneurs, companies, and professionals shape and build the Canadian economy. When you start a career with Miller Thomson, you join a firm that puts its people first. We provide the opportunity to influence the course of your career,...


  • Waterloo, Canada HR770] Full time

    We are a busy and growing dental practice looking for a friendly, organized, and professional Dental Office Receptionist to join our team. The ideal candidate will be the first point of contact for our patients and play a vital role in ensuring a smooth and efficient office operation. Responsibilities:Greet and welcome patients with a warm and friendly...


  • Waterloo, Canada TriCert Investment Counsel Inc. Full time

    TriCert Investment Counsel, formerly Independent Accountants’ Investment Counsel Inc. (IAIC) is a registered portfolio management firm founded in 1999, managing over $2.5 billion in assets under management (AUM) for thousands of households across all ten Canadian provinces and the Yukon Territory. At TriCert Investment Counsel, we are investors, not...

  • Dental Receptionist

    4 months ago


    Waterloo, Canada Dr. W. Shuit Dentistry Full time

    '''Duties''' - Greet and welcome patients as they arrive at the dental office - Answer phone calls and schedule appointments for patients - Verify patient insurance coverage and collect necessary information - Maintain patient records and update electronic medical records (EMR) system - Assist with billing and processing insurance claims - Manage patient...

  • Dental Receptionist

    3 months ago


    Waterloo, Canada Parkside Drive Dental Full time

    We are Looking to hire a full time dental receptionist to join our team! hours will be: Monday 9am till 5pm, Tuesday 730am till 4pm, Wednesday 930am till 630pm, Thursday 930am till 630pm Fridays 730am till 3:30pm and one Saturday a month from 9am till 3pm with the Friday off. - Greet and welcome patients as they arrive at the dental office - Answer phone...

  • Medical Receptionist

    3 months ago


    Waterloo, Canada Women's Health Clinic Full time

    **Medical Receptionist** **Duties and Responsibilities**: - Greet patients, check in on patients, verify patient’s insurance, scheduling, etc. - Answering phones, taking messages, scheduling patients, checking patients in and out, etc. - Filing medical records and insurance claims. - Triage referrals and booking new patients within a timely manner. -...

  • Medical Receptionist

    4 months ago


    Waterloo, Canada Women's Health Clinic Full time

    **Medical Receptionist** **Duties and Responsibilities**: - Greet patients, check in on patients, verify patient’s insurance, scheduling, etc. - Answering phones, taking messages, scheduling patients, checking patients in and out, etc. - Filing medical records and insurance claims. - Triage referrals and booking new patients within a timely manner. -...

  • Medical Receptionist

    2 weeks ago


    Waterloo, Canada Diagnostic Imaging Full time

    **NEW* Diagnostic Imaging** is actively recruiting a **Full-Time Medical Receptionist** for our location in **Waterloo, Ontario.** **Medical Receptionist Job Responsibilities**: - Serves patients by greeting and helping them, scheduling appointments, and maintaining records and accounts. - Welcomes patients and visitors in person or on the telephone, and...