Investment Specialist Administrative Assistant
3 weeks ago
Requisition ID: 161305
Join the Global Community of Scotiabankers to help customers become better off.
**#LI-Remote, #LI-Hybrid**
As a Scotiabank **Investment Specialist Administrative Assistant,** you will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets.
In support of investment sales and client acquisition, the Assistant, Investment Specialist will be responsible for the required documentation and communication processes, ensuring timely support to the assigned Investment Specialist(s) and their respective customers.
The Assistant, Investment Specialist will be a critical resource in supporting the growth and servicing of the Investment Specialist’s client base.
**Is this role right for you? In this role, you will oversee**:
1. Documentation
Preparing and maintaining new and existing customer files
Preparing and sending transfer documents to Investment Support team, and following up as needed/appropriate
Record Keeping for new accounts and account activities
Completing ‘on behalf of’ transactions, trades and account opening
Following up with clients for missing documentation or information
Expense administration
2. Compliance/Regulatory
Sending all required documentation and communication to SSI Compliance, including documentation on:
Account openings & account maintenance
Fund purchases/switches/redemptions
Following up on any compliance deficiencies
3. Communication
Preparing mailing lists and sending customer correspondence
Answering basic customer inquiries
Scheduling and rescheduling appointments in support of the Investment Specialist as required
4. Prospecting / Marketing
Use tools (Salesforce, PMT) to identify off-us investment opportunities
Work with in-house marketing team to develop adverts and new material aimed at acquiring new to bank customers
Grow Centres of Influence (COI) to drive new sources of customer acquisition
Other duties as required.
**Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have or are**:
Detail oriented
Strong communication - both written and verbal
Motivated to grow within the industry
Entrepreneurial mindset
Creative
Experience working in an investment sales/financial planning environment would be considered an asset
Second language an asset but not required
**Education and Other Requirements**
Post-secondary education in Business or related field would be an asset
Mutual Fund License
Valid Drivers License
Location(s): Canada : British Columbia : North Vancouver || Canada : British Columbia : Burnaby || Canada : British Columbia : Duncan || Canada : British Columbia : Nanaimo || Canada : British Columbia : Sechelt || Canada : British Columbia : Vancouver || Canada : British Columbia : Victoria || Canada : British Columbia : West Vancouver
As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.
-
Investment Specialist Administrative Assistant
4 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 161305 Join the Global Community of Scotiabankers to help customers become better off. **#LI-Remote, #LI-Hybrid** **Purpose of Job** The Assistant, Investment Specialist will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets. In...
-
Investment Specialist
1 week ago
Vancouver, Canada CIBC Full timeWe’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...
-
Investment Specialist
4 weeks ago
Vancouver, Canada CIBC Full timeWe’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...
-
Investment Specialist
1 week ago
Vancouver, Canada CIBC Full timeWe’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...
-
Investment Specialist
1 week ago
West Vancouver, Canada CIBC Full timeWe’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...
-
Financial Planner/Investment Specialist
1 week ago
Vancouver, BC, Canada Scotiabank Full timeJoin the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term...
-
Investment Assistant
5 days ago
Vancouver, Canada Odlum Brown Full time**WHO WE ARE** Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...
-
Scotiamcleod Investment Associate
4 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 179894 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...
-
Investment Assistant
4 days ago
Vancouver, Canada Odlum Brown Limited Full timeInvestment Assistant – Vancouver WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the finan
-
Temporary Investment Property Administrator
4 weeks ago
Vancouver, Canada FirstService Residential Full time**About FirstService Residential**: - FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification,...
-
Administrative Assistant
1 week ago
Vancouver, Canada Canaccord Genuity Corp. Full time**Administrative Assistant, Wealth Management** **Vancouver - Job #7090** *** **Who we are**: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client...
-
Administrative Assistant
7 days ago
Vancouver, Canada CIBC Full timeWe’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...
-
Administrative Assistant
4 weeks ago
Vancouver, Canada CIBC Full timeWe’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...
-
Administrative Assistant
4 weeks ago
Vancouver, Canada Enoch Wealth Inc. Full timeEnoch Wealth is an Exempt Market Dealer registered with the BC, AB, and ON Securities Commission. Founded in 2015, our team has extensive knowledge and experience in identifying and accessing a diverse range of investment opportunities across North America. With extensive experience and knowledge covering various fields of alternative investments, including...
-
Administrative Assistant
4 weeks ago
Vancouver, Canada CIBC Full timeWe’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...
-
Marketing Specialist
2 weeks ago
Vancouver, Canada Vancity Community Investment Bank Full timeVancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. We’re looking for a **Marketing Specialist for Vancity Community...
-
Accounts Payable Specialist
5 days ago
Vancouver, Canada Gilic Investment Full timeExperience being part of a high-performing team with a fulfilling career in property management with Gilic. Job Overview: Reporting to the Accounting Manager and Property Manager, the Accounts Payable Specialist is responsible for supporting site staff with the accounts payable process in accordance with organizational policies and...
-
Investment Associate
7 days ago
Vancouver, Canada Lyra Growth Partners Inc. Full time**Role: Investment Associate** **Location**:Vancouver, Canada preferred Lyra Growth Partners is a family office and growth investor partnering with founders and management teams developing consumer brands of the future. We believe in stories, authenticity, and transparency. As a family office led by an entrepreneur, we strive to be pragmatic and...
-
Scotiamcleod Administrative Associate
2 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 170783 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...
-
Database Specialist
4 days ago
Vancouver, Canada BCSC Inquiries Group Full timeEmployment Duration Permanent - Full Time Centrally located in downtown Vancouver, the British Columbia Securities Commission (BCSC) strives to make the investment markets benefit the public – enabling people to achieve their financial goals, enterprises to grow, and British Columbia to thrive.Through smart rules, diligent oversight, strong enforcement...