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Regional Associate

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time

About ScotiaMcLeod

Scotiabank's ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its integrity and service excellence. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.

Our Approach

We empower our team members to deliver Enriched Thinking, a unique approach that incorporates clients' thinking and our thinking to drive results. We work with a team of specialists to deliver a client-centric approach to wealth management, enabling us to consider all facets of our clients' lives, families, and businesses.

Job Summary

The Regional Associate provides proactive support in the management of the Western Region within ScotiaMcLeod. The primary support relationship is with the Western Regional Director, Manager of Administration, and the branch network.

Key Responsibilities

  • Provide administrative support to the Regional Team, including maintaining schedules, booking meetings, and preparing printed materials.
  • Support event coordination, including sales conferences, branch meetings, regional workshops, and other events.
  • Responsible for supporting various processes as assigned by the Regional Director and Manager of Administration.
  • Responsible for preparation and processing of all regional expenses.
  • Responsible for all administration and follow-up on administration generated by the Branch Network and all members of the Regional Team.
  • Act as needed as back-up administrative support, Service Officer, or Receptionist in support of the branches.
  • General office management, including maintaining supplies, marketing materials, and office equipment.

Requirements

  • Excellent written and verbal communication skills.
  • Excellent interpersonal skills.
  • Very strong organizational skills.
  • Ability to take initiative and work independently.
  • Computer literate (in-depth knowledge of Microsoft Office Suite).
  • Financial Services Industry experience preferred.

What We Offer

  • A commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development.
  • 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.