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Investment Specialist Assistant

2 months ago

Toronto, Ontario, Canada Scotiabank Full time
About the Role

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 administrative tasks and client interactions.
  • Contribute to the growth and servicing of the Investment Specialists' client-base, including data entry, record-keeping, and reporting.
  • Support the national Administration team in executing capacity enablers (National Practice Standards) for Investment Specialists to grow their business portfolios.
  • Deliver exceptional client experiences through effective communication, problem-solving, and relationship-building skills.
  • Collaborate with cross-functional partners to optimize business outcomes and achieve shared objectives.
Requirements
  • Self-motivated and disciplined with solid organizational and effective task prioritization skills.
  • Strong processing and inputting skills, with a high attention to detail and follow-through capabilities.
  • Outstanding interpersonal, communication, and listening skills, with the ability to build rapport and establish trust with clients and colleagues.
  • Ability to work in a fast-paced dynamic environment, with multiple partners and stakeholders to achieve shared objectives.
  • Excellent team player with the ability to work independently and contribute to a high-performance environment.
What We Offer
  • A supportive environment with coaches who are inspired to help you exceed your goals.
  • A primarily work-from-home role with a mix of in-office work as required by business needs.
  • The opportunity to make a lasting impact on clients and contribute to revenue generation and growth.
  • A diverse and talented team of administrative assistants, leading Investment Specialists, and successful Sales Leaders.

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. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.