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Wealth Management Support Specialist
3 months ago
About the Role
As a Wealth Management Support Specialist, you will play a pivotal role in assisting Investment Specialists in fostering new business opportunities and nurturing client relationships within targeted markets. Your contributions are vital to the seamless execution of daily operational tasks, ensuring that clients receive exceptional service and support.
Key Responsibilities- Promote a customer-centric culture to enhance client relationships and leverage the broader organizational resources.
- Implement national practice standards to enable Investment Specialists in expanding their business portfolios.
- Ensure operational excellence by managing daily administrative tasks effectively.
- Foster a culture of service excellence through the delivery of outstanding client experiences.
- Act as a trusted partner by building cross-functional relationships to optimize business outcomes.
- Maintain awareness of the organization’s risk appetite and culture in daily operations and decision-making.
- Strive for efficiency in operations while ensuring compliance with regulatory standards and internal controls.
- Contribute to a high-performance environment and support an inclusive workplace culture.
- Self-driven with strong organizational skills and the ability to prioritize tasks effectively.
- Detail-oriented with excellent processing and data entry capabilities.
- Exceptional interpersonal and communication skills, with a focus on empathy.
- Ability to establish rapport and trust with clients and colleagues.
- Experience working in a fast-paced environment with multiple stakeholders to achieve common goals.
- Team-oriented with the capability to work independently when necessary.
- A growth mindset, demonstrating a commitment to continuous learning and skill development.
- Familiarity with the investment sales process, preferably gained through experience in financial services.
- A post-secondary degree in business or a related field, or equivalent experience.
- Mutual Fund License is mandatory.
- Bilingual proficiency in English and French is an asset.
- Be part of a collaborative and inclusive work environment that values creativity and celebrates achievements.
- Make a meaningful impact on clients and contribute to their financial success.
- Engage with a diverse team of professionals, including administrative assistants and leading Investment Specialists.
- Receive support from mentors dedicated to helping you achieve your professional goals.
- Enjoy a flexible work arrangement, primarily working from home with occasional in-office requirements.
Company Overview
Scotiabank is a prominent financial institution in the Americas, dedicated to helping customers and communities succeed through a comprehensive range of banking and investment services.
We value the unique contributions of each individual and are committed to fostering an inclusive and accessible workplace. If you require accommodations during the recruitment process, please inform our team.
Job LevelEntry Level
Employment TypeFull-Time
FunctionAdministrative
IndustryBanking
