Receptionist, Scotia Wealth Management
6 months ago
Requisition ID: 200392
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 in English and French
**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 : Quebec : Quebec
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.
-
Bilingual Coordinator, Wealth Operations
6 months ago
Québec City, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two...
-
Receptionist
7 months ago
Quebec City, 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...
-
Associate Portfolio Manager, Md Financial
4 months ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...
-
Associate Portfolio Manager
6 months ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...
-
Associate in Wealth Management
1 month ago
Quebec City, Canada National Bank of Canada Full timeA career as an Associate 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure...
-
Associate in Wealth Management
3 weeks ago
Quebec City, Canada National Bank Full timeA career as an Associate 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...
-
Customer Service Representative, Scotia iTRADE
6 months ago
Quebec City, Canada EightSix Network Full timeJob Description Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely...
-
Associate Wealth Management
6 months ago
Quebec City, Canada National Bank of Canada Full timeA 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, most notably with Diane Auger Wealth Management. **Your...
-
Coordinator - RESP
6 months ago
Québec City, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more...
-
Senior Analyst in Wealth Management
2 months ago
Quebec City, Quebec, Québec, Canada National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...
-
Senior Analyst in Wealth Management
2 months ago
Quebec City, Canada National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...
-
Wealth Management Associate
6 months ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Management Associate at National Bank is a job where you can showcase 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, more specifically, within the Boulanger Brunet...
-
Scotia iTRADE Customer Service Representative
6 months ago
Quebec City, Canada EightSix Network Full timeJob Description Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and...
-
Wealth Management Associate
6 months ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase 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, more precisely within Khalil Consulting Group **Your...
-
Wealth Management Associate
7 months ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase 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, more precisely within Lachance Group. **Your job**: -...
-
Bilingual Manager Compliance
6 months ago
Québec City, Canada IG Wealth Management Full timeResponsibilities include: Conducting tier 1 supervision activities including; conducting reviews of daily and monthly trading, account opening and KYC updates, outside activities, social media supervision, and service-related complaint resolution on either the investment dealer or mutual fund dealer platform, and or both. Supporting IG Wealth...
-
Virtual Receptionist
6 months ago
Quebec City, Canada 24H Virtual Full time24H Virtual Receptionist offers an incredible staff of loyal Receptionists ready to help businesses streamline growth. Our team strives because they are as much of a priority as our clients and their customers. All positions are remote so constant check-ins and communication are key. On top of a supportive work environment, we offer a lot of incentives!...
-
Client Service Associate
6 months ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 197374 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...
-
Wealth Associate
6 months ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase 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. More specifically, as part of the Gagné Grenier Wealth...
-
Regional Head
6 months ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 186836 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The Regional Head provides leadership and direction to achieve overall sales and performance objectives. This senior leader is responsible for the implementation of MD strategies, processes and disciplines to achieve...