Scotia Wealth Management Receptionist/branch

2 weeks ago

London, Canada Scotiabank Full time

Requisition ID: 197048

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 the Scotia Wealth Receptionist & Branch Operations Assistant you will provide operations and administrative support to the Branch Management Team and the Advisor teams along with being the first point of contact for clients within our multiple business lines.

**IS THIS ROLE RIGHT FOR YOU**

In the role you will:

- Be instrumental in management of the daily administrative operations of the branch
- Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM)
- Manage client account activities and ensuring compliance standards are met
- Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations
- Act as first point of contact for clients arriving at the branch
- Process cheques and documentation received by clients
- Manage and maintain meeting rooms schedule, incoming and outgoing correspondence, and communal kitchen
- Complete all non online account management and shareholder communication
- Maintain branch efficiency

**DO YOU HAVE THE SKILLS?**

We would love to work with you if you have:

- Superior customer service skills
- Financial Industry experience preferred
- Strong organization with the ability to manage multiple priorities
- Strong written and oral communication skills
- Knowledge of Microsoft Systems including Excel is required

**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 : London

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.

  • Total Wealth Receptionist/branch Operations

    3 weeks ago

    London, Canada Scotiabank Full time

    Requisition ID: 169861 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...

  • PIC Wealth Associate

    3 weeks ago

    London, Canada Scotiabank Full time

    Requisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario. The Wealth Associate role has been created as a means to develop client-focused talent in Private...

  • PIC Wealth Associate

    2 weeks ago

    London, Canada Scotiabank Full time

    Requisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario. The Wealth Associate role has been created as a means to develop client-focused talent in Private...

  • Total Wealth Planning Associate

    3 weeks ago

    London, Canada Scotiabank Full time

    Requisition ID: 180560 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members...

  • PIC Wealth Associate

    3 weeks ago

    London, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  PIC Wealth Associate - London, ON Requisition ID: 198070Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: We are looking for a mobile Wealth Associate to our Private...

  • PIC Wealth Associate

    3 weeks ago

    London, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  PIC Wealth Associate - London, ON Requisition ID: 198070Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: We are looking for a mobile Wealth Associate to our Private...

  • PIC Wealth Associate

    3 weeks ago

    London, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  PIC Wealth Associate - London, ON Requisition ID: 198070Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: We are looking for a mobile Wealth Associate to our Private...

  • PIC Wealth Associate

    3 weeks ago

    London, Canada Scotiabank Full time

       Requisition ID: 198070Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario. The Wealth Associate role has been created as a means to develop client-focused talent in Private...

  • PIC Wealth Associate

    2 weeks ago

    London, Canada Scotiabank Full time

       Requisition ID: 198070Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario. The Wealth Associate role has been created as a means to develop client-focused talent in Private...

  • Receptionist

    2 months ago

    London, Canada Bayshore HealthCare Full time

    **Receptionist** The Receptionist, under the direction of the immediate Supervisor or Area Director, completes day-to-day receptionist and office tasks for both the London and Sarnia ON branches. This position is primarily held at the London branch but may require travel to the Sarnia branch as needed. **DUTIES AND RESPONSIBILITIES** - Answer the telephone...

  • Wealth Management Assistant

    4 weeks ago

    London, Canada National Bank of Canada Full time

    **Primary Locations**:London, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

  • Wealth Management Associate

    6 days ago

    London, Canada National Bank of Canada Full time

    **Primary Locations**:London, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer...

  • Branch Operations Manager

    2 weeks ago

    London, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** The RBC Dominion Securities Management team located in London is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor teams. In addition to...

  • Wealth Management Associate

    4 weeks ago

    London, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Assistant Branch Operations Manager

    2 months ago

    London, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** The RBC Dominion Securities Management team located in London, ON is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor...

  • Wealth Management Associate

    2 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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 communication between all...

  • Wealth Management Associate

    2 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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 communication between all...

  • Wealth Management Associate

    2 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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 communication between all...

  • Associate Branch Manager Cibc Wood Gundy

    1 month ago

    London, Canada CIBC Full time

    We’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...

  • Wealth Management Associate

    4 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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 communication between all...