Administrative Leadership Position in Wealth Management

7 days ago

West Vancouver, British Columbia, Canada Scotiabank Full time

Company Overview

Scotiabank, a leading bank in the Americas, is committed to helping customers achieve success through a range of advice, products and services. Our purpose is 'for every future.'

About ScotiaMcLeod

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

Salary Information

We estimate the salary for this role to be approximately $65,000 - $90,000 per year, based on industry standards and location.

Job Description

As a Senior Administrative Associate, you will work closely with a Wealth Advisor in developing and managing 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 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 are completed and logged for tracking purposes
  • Understand client profiles and the Advisor's investment strategy being used to implement client objectives

Required Skills and Qualifications

To succeed in this role, you should have:

  • Experience in the securities industry
  • 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

Benefits

  • A collaborative team environment that encourages creativity and innovation
  • An organization committed to making a difference in our communities
  • An inclusive working environment that celebrates diversity and inclusion
  • Ongoing learning and development opportunities through Scotia Academy

Location

This role is located in West Vancouver, British Columbia, Canada.

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