Executive Support Professional

3 weeks ago


Vancouver, British Columbia, Canada Scotiabank Full time
About ScotiaMcLeod

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.

Overview of the Role

As an Executive Support Professional, you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales-related activities.

Key Responsibilities
  • IDentify new business opportunities to gather additional assets and/or increase revenue
  • Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Build effective working relationships across the team and with various business lines and corporate function contacts
  • Prepare, analyze, and present reports and recommendations to clients
  • Develop and distribute client communication and marketing pieces
  • Review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
  • Understand client profiles and the Advisor's investment strategy being used to implement client objectives.
Your Skills and Qualifications

We would love to work with you if you have:

  • Experience in the securities industry
  • Already duly registered as a Registered Representative (RR) with CIRO
  • Successfully completed the Wealth Management Essentials (WME)
  • Excellent verbal and written communication skills
  • Meticulous attention to detail and excellent time management skills
  • Exceptional client service skills
What's In It For You
  • A competitive salary of $80,000 - $110,000 per annum
  • 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 – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device
Location

Canada : British Columbia



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