Digital Wealth Associate

3 weeks ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 177388

**Cost Centre**: MD Management Limited

We are committed to investing in our employees and helping you continue your career at Scotiabank.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Digital Wealth Associate to join our team.

As a Digital Wealth Associate, you will be responsible for providing a high standard of client service for both internal and external clients. You will play a key role in prioritizing and responding to written and verbal customer account and system inquiries, trouble shooting, and ensuring issue resolution within established timeframes. You will also play a key role in onboarding and developing the client base.

**Is this role right for you? In this role you will**:

- Actively respond to client requests, regarding MD products and services, with an eye to ensuring an optimal client experience
- Recommend appropriate solutions to transaction and other administrative issues, ensuring accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company
- Ensure compliance with all industry regulations and MD Financial program and process requirements
- Play a key role in achieving established team targets and referral programs

**The Must Haves**:

- IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90- day training; Wealth Management Essentials (post-licensing requirement)
- Client service experience within the financial services industry
- An understanding of financial services rules and regulations
- Bilingualism (English/French) is an asset

**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:

- The ability to model a positive and professional attitude and work ethic, successfully navigate change, and foster an appreciation for compliance with industry regulations
- A commitment to an exceptional client experience; regularly delivering an exemplary level of service
- The ability to work independently and as part of a broader team
- The ability to work in a high-paced environment with multiple and competing priorities
- A desire to learn and further your knowledge
- Proficiency with technology and digital communication platforms

**What’s in it for you?**
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we’re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
- We understand that cost-effective banking solutions mean more money in your pocket - through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.

Location(s): Canada : Ontario : Ottawa || Canada : Ontario : Toronto

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.

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