Investment Specialist Assistant
3 weeks ago
We are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.
Key Responsibilities- Provide timely support to Investment Specialists to execute day-to-day operational activities, including providing exceptional client experiences.
- Support the growth and servicing of the Investment Specialists client-base, as well as contribute to a national Administration team.
- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Execute on capacity enablers (National Practice Standards) for Investment Specialists to grow their business portfolios.
- Support operational excellence through the execution of day-to-day administrative tasks and activities.
- Influence a service excellence culture through the delivery of exceptional client experiences.
- Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
- Understand how the Bank's risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
- Self-motivated and disciplined with solid organizational and effective task prioritization skills.
- Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
- Outstanding interpersonal, communication, and listening skills (empathetic skills).
- Ability to build rapport, establish trust, and communicate effectively.
- Ability to work in a fast-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
- Excellent team player with the ability to work independently.
- Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge, and experiences through active learning and curiosity.
- Solid understanding of the investment sales process, gained through experience in financial planning/sales role, and familiarity with the interrelationships among people, products, processes, and technology.
- Post-secondary degree in business or a related field, or equivalent working experience.
- Mutual Fund License is required.
- Bilingual in English and French is an asset.
- You'll be part of an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
- You'll have the ability to make a lasting impact on clients.
- You'll have the opportunity to make a significant impact, as you will contribute to revenue generation and growth.
- You'll work with and learn from a diverse and talented team of administrative assistants, leading Investment Specialists, and successful Sales Leaders.
- Supportive environment with coaches that are inspired to help you exceed your goals.
- Primarily work from home role with a mix of in-office work as required by business needs.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.
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