Wealth Management Professional

20 hours ago

St Catharines, Ontario, Canada Scotiabank Full time

At Scotiabank, we're committed to helping our customers build their futures and make a lasting impact in our communities. As an Administrative Associate within our ScotiaMcLeod Wealth Management team, you'll play a crucial role in delivering exceptional client service and supporting the overall success of our Wealth Advisors.

About the Role

You will be responsible for ensuring effective administration and day-to-day trading of business, providing high levels of client service through timely and responsive support, managing administrative processes and escalations requiring investigation, and consistently demonstrating exceptional client care.

Key Responsibilities:

  • Client Administration: Ensure efficient management of all administrative processes and escalations, while maintaining accurate records and adhering to regulatory requirements.
  • Client Service: Deliver outstanding client service by responding promptly to inquiries, resolving issues, and effecting transactions in a timely manner.
  • Marketing Assistance: Collaborate with the Wealth Advisor team to develop marketing strategies, coordinate materials and events, and identify opportunities to grow assets and revenue.
  • Business Growth: Support the growth of the business by managing tracking reports, reviewing targets, recommendations, and financial plans.
  • Cross-Functional Collaboration: Foster strong relationships with various departments and business line contacts by actively collaborating, sharing knowledge, and experience.

What You'll Need

To succeed in this role, you'll need:

  • A proven track record in the securities industry.
  • Duly registered as an Investment Representative (IR) with CIRO or willing to become so.
  • Excellent verbal and written communication skills.
  • Strong organizational and time management skills.
  • The ability to take initiative, work independently, and meet deadlines.
  • Meticulous attention to detail.
  • Exceptional client service skills.

Salary and Benefits

We offer a competitive salary range of $60,000 - $80,000 per year, depending on your qualifications and experience. Additionally, you'll enjoy a comprehensive benefits package, including health, dental, and vision insurance, retirement savings plan, and paid time off.

About Us

Scotiabank is one of North America's premier financial institutions, dedicated to making a positive impact in the lives of our customers and communities. We're committed to diversity, equity, and inclusion, and strive to create an inclusive and accessible work environment that fosters collaboration and creativity.

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