Investment Specialist Administrative Assistant

7 months ago


Vancouver, Canada Scotiabank Full time

Requisition ID: 182302

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

**Purpose of Job**

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 of Cantonese an asset

**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 : Vancouver

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.



  • Vancouver, Canada Scotiabank Full time

    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...


  • Vancouver, Canada Scotiabank Full time

    Requisition 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...


  • Vancouver, Canada Scotiabank Full time

    Requisition ID: 208938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...


  • Vancouver, Canada Scotiabank Full time

    Requisition ID: 200328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...

  • Investment Analyst

    4 months ago


    Vancouver, Canada InBC Investment Corp Full time

    **Investment Analyst** **About InBC** InBC Investment Corp. (InBC) is a strategic investment fund created by the Government of British Columbia with $500 million to invest in growing companies and venture funds to benefit the people of British Columbia. With a triple bottom line mandate to value people, planet and profit, we are investing to generate...

  • Investment Specialist

    2 months ago


    Vancouver, Canada HUB International Full time

    **HUB Financial**: - Investment Specialist, Western Canada _ HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our...

  • Investment Associate

    7 months ago


    Vancouver, Canada InBC Investment Corp Full time

    **About InBC** InBC Investment Corp. (InBC) is a strategic investment fund created by the Government of British Columbia with $500 million to invest in growing companies and venture funds to benefit the people of British Columbia. With a triple bottom line mandate to value people, planet and profit, we are investing to generate financial returns alongside...

  • Investment Specialist

    7 months ago


    Vancouver, Canada HUB International Full time

    Investment Specialist (12-Month Contract) - Hybrid Work Schedule Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening for you! We have built a culture at HUB that is focused on helping our clients grow their business, and...


  • Vancouver, Canada iA Groupe financier iA Financial Group Full time

    **PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...


  • vancouver, Canada Transportation Investment Corporation Full time

    About us:Transportation Investment Corporation (TI Corp) is a public crown corporation dedicated to delivering major infrastructure projects in British Columbia on behalf of the Ministry of Transportation and Infrastructure. With approximately $15 billion in major infrastructure developments, we are committed to upholding the highest standards of...

  • Leasing Administrator

    2 weeks ago


    Vancouver, Canada Gilic Investment Full time

    Gilic Investment is an innovative real estate firm based in Vancouver. This diverse company is vertically integrated with in-house departments responsible for execution of the company’s activities including real estate investment, property development, as well as leasing, sales, and marketing. **Specific Duties & Responsibilities (not limited to)**: -...

  • Investment Assistant

    2 weeks ago


    Vancouver, Canada Odlum Brown Full time

    **ODLUMBROWN.COM** **Investment Assistant - Vancouver** *** This year, Odlum Brown is proud to celebrate 100 years as an independent, employee‐owned, full‐service investment firm. We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement...

  • Investment Assistant

    7 months 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...

  • Investment Assistant

    2 weeks ago


    Vancouver, Canada Odlum Brown Full time

    This year, Odlum Brown celebrates its 99th anniversary as an independent, employee-owned, full-service investment firm. We are honoured to be recognized as one of Canada’s Best Managed Companies for 23 consecutive years and as one of Canada’s Most AdmiredTM Corporate Cultures. **CULTURE AND VALUES** We are very proud of the vibrant culture that we have...


  • Vancouver, Canada Pathfinder Asset Management Limited Full time

    Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.Since the beginning, our focus has been the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results.Pathfinder holds true to its Equally Invested culture,...


  • Vancouver, 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...


  • Vancouver, 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...


  • Vancouver, Canada Epic Investment Services Full time

    **Accounts Payable Administrator** Reporting to the Director, Real Estate Management (BC) the **Accounts Payable Administrator (1 year-contract)** will assist the property management group on a daily, weekly & monthly basis as required. Responsibilities will include but are not limited to the following: **Your Responsibilities**: - Managing A/P mailbox and...


  • Vancouver, Canada Epic Investment Services Full time

    **Property Administrator - Vancouver** Epic Investment Services (Epic), which includes its wholly owned subsidiary MDC Realty Advisors in the United States, is a fully integrated North American real estate platform. Headquartered in Toronto, Canada and operating from offices in Canada and the United States, Epic has over $17.5 billion in assets under...


  • Vancouver, British Columbia, Canada Disability Solutions Full time

    Job SummaryThe Investment Industry Support Specialist is an integral part of our team, responsible for assisting the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James. This includes maintaining an ongoing dialogue with transitioning Financial Advisors/Agents, educating them on policies and procedures, and arranging...