Investment Specialist Assistant

11 hours ago

Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and organized Investment Specialist Assistant to join our team at Scotiabank. 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, building 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.
  • Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
  • Champion a high-performance environment and contribute to an inclusive work environment.
Requirements
  • 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.
What's In It for You?
  • 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.

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