Administrative Assistant, Md Financial Management

1 month ago

Quebec City, Canada MD Financial Management Full time

Requisition ID: 206811

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

Contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted in compliance with governing regulations, internal policies, and procedures

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

- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Maintain office systems including but not limited to network administration, telephone and voice mail programs, reference and product files, branch library and Product & Procedures manual.
- Lead management of facilities operations as well as delivery and change management of facilities related changes.
- Liaise with Facilities to support leasehold improvements, lease renewals and planned moves.
- Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments.
- Complete regional reporting requests & data analysis.
- Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI.
- Coordinate and execute on a variety of regional initiatives including seminars, Client Forums and Professional Development Days and coordinate logistics as required.
- Assist with branch compliance duties including maintaining the security checklist and Business Continuity Plan.
- Participate in various regional meetings and special projects.
- Liaise with external partners such as medical associations, accounting firms, etc. for regional projects.
- Other administrative tasks.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
- Champions a high-performance environment and contributes to an inclusive work environment.

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

- Stewardship of the client experience.
- Strong organizational skills.
- Excellent communication skills.
- Initiative and resourcefulness.
- Ability to work effectively and collaboratively within a team.
- Attention to detail.
- Well-organized with high energy, effective communication skills
- Enjoys a fast-paced environment and is highly professional.
- Team player with a desire to consistently create a positive work environment

**The Must Haves**:

- Community college diploma in Business Administration or equivalent.
- Three+ years’ experience in an administrative or clerical position, preferably with a financial services company
- Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset.

LI-AD1

Location(s): Canada : Quebec : Sherbrooke

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.

  • Financial Consultant, Acquisition

    2 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 207050 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work...

  • Associate Portfolio Manager, Md Financial

    3 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition 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...

  • Financial Consultant Ecs

    5 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 182700 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. For more than 50 years, MD Financial Management has provided Canada’s physicians and their families with discerning and timely financial guidance. We take pride in knowing physicians best, understanding the challenges and...

  • Investment Consultant

    6 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 159433 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: Reporting to the Regional Manager, as a Investment Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will...

  • Estate & Trust Lead, MD Signature Private Wealth - Quebec, QC

    3 months ago

    Québec City, Canada MD Financial Management Full time

    Is this role right for you? In this role you will: You will steward the estate and trust offering for MDS clients, ensuring a compelling client experience, driving awareness, and developing client-facing content and tools. You will research, develop and provide estate and trust planning subject matter expertise to MDS advisors, financial planners, and...

  • Senior Financial Consultant

    5 months ago

    Québec City, Canada MD Financial Management Full time

    Is this role right for you? In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.  As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary...

  • Client Service Associate

    5 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition 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...

  • Regional Head

    5 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition 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...

  • Associate Portfolio Manager

    5 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition 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...

  • Planificateur Financier, Consultant Financier

    5 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 195359 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. **Votre contribution** Sous la direction de la directrice régionale ou du directeur régional, vous serez responsable d’aider les clients de MD et leur famille à atteindre leurs objectifs financiers. En...

  • Planificateur Financier, Conseiller Financier

    6 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 195360 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. **Votre contribution** Relevant de la directrice régionale ou du directeur régional, vous serez responsable de créer des plans financiers personnalisés et complets et de proposer des stratégies de placement...

  • Associate Portfolio Manager

    5 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Gestion MD limitée, une division de Gestion de patrimoine Scotia, est à la recherche d’une personne talentueuse, enthousiaste et soucieuse de l’expérience client à titre de gestionnaire de portefeuille adjoint. La ou le...

  • Planificateur Financier

    5 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 195360 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. **Votre contribution** Relevant de la directrice régionale ou du directeur régional, vous serez responsable de créer des plans financiers personnalisés et complets et de proposer des stratégies de placement...

  • Planificateur Financier

    5 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 195360 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. **Votre contribution** Relevant de la directrice régionale ou du directeur régional, vous serez responsable de créer des plans financiers personnalisés et complets et de proposer des stratégies de placement...

  • Conseiller(E) Financier(E) Principal(E)

    6 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 195359 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. La pandémie a entraîné des pressions imprévues sur notre système de santé et sur son personnel. Les médecins du Canada n’ont jamais eu à faire face à une telle situation. Leur rôle est essentiel pour nous...

  • Planificateur(Trice) Financier(ère)

    5 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 159433 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. Nous sommes à la recherche d'un **Planificateur(trice) financier(ère) **, dynamique_ _et soucieux du service à la clientèle afin de compléter notre équipe. **Tâches** À titre de **Planificateur(trice)...

  • Conseiller(ère) Financier(ère), Acquisition

    2 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 207050 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. Vous cherchez un environnement de travail qui vous pousse à donner le meilleur de vous-même au quotidien? Une entreprise qui se soucie de votre développement personnel et de vos aspirations professionnelles? Un...

  • Conseiller(E) Financier(E) Principal(E)

    6 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 195360 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. À titre de **_conseiller financier principal_**, vous fournirez des conseils et des services de qualité aux médecins canadiens et à leur famille afin de les aider à atteindre leurs objectifs financiers...

  • Assistant(E) Chirurgical(E)

    3 months ago

    Quebec City, Canada LASIK MD Full time

    Voyez si vous êtes notre prochain(e): **ASSISTANT(E) CHIRURGICAL(E) / MÉDICAL(E)** Être assistant chirurgical, c’est aider le chirurgien dans la salle d’opération. C’est devancer ses gestes et préparer ses outils de travail. C’est faire équipe avec lui et les autres intervenants pour accompagner le patient du début à la fin de son...

  • Assistant(E) Chirurgical(E)

    5 months ago

    Quebec City, Canada LASIK MD Full time

    Voyez si vous êtes notre prochain(e): **ASSISTANT(E) CHIRURGICAL(E)** Être assistant chirurgical, c’est aider le chirurgien dans la salle d’opération. C’est devancer ses gestes et préparer ses outils de travail. C’est faire équipe avec lui et les autres intervenants pour accompagner le patient du début à la fin de son expérience. Tout cela...