Portfolio Operations Specialist

1 month ago

Kelowna, British Columbia, Canada Scotiabank Full time

As a Portfolio Administrator with Scotiabank, you will play a critical role in supporting the Relationship Managers in the management of the overall book of business. This includes providing effective and efficient client service, executing business development related activities, and ensuring compliance with governing regulations, internal policies, and procedures.

Key Responsibilities:

  • Provide exceptional client service by responding to client inquiries in a timely, responsive, and professional manner.
  • Coordinate prospecting and business development activities on behalf of the Relationship Managers.
  • Support the execution of marketing strategies to attract and retain valuable clients.
  • Liaise with internal referral sources to ensure timely communication, response, and resolution to inquiries and relationship management needs.
  • Participate in all aspects of compliance and the identification of actions or changes in policy and/or procedures to remediate non-compliance in the business.
  • Escalate, document, and report any unusual occurrences, suspicious or fraudulent activities, as per established procedures.

Requirements:

  • University degree (Business, Economics, Accounting, Finance), College Diploma, or equivalent.
  • CSC, industry experience, and/or Investment management knowledge is an asset.
  • Two years' industry experience.
  • Strong relationship management skills.
  • Proficient in providing support to sales and business development activities.
  • Strong interpersonal, communication, and listening skills.
  • Results/Goal achievement oriented.
  • Self-motivated and disciplined.
  • Executes with Integrity.
  • Proficient in the completion of a Financial Plan.
  • Thorough knowledge of each Scotia Wealth & PIC Business Line's value proposition and product and service offering in order to identify opportunities across the Scotia Wealth partners.
  • Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate.

About Scotiabank:

Scotiabank is a leading financial institution with a commitment to providing exceptional client service and supporting the economic growth and development of our communities. Our team is dedicated to making a positive impact and creating a culture of open and honest communication. We are committed to innovation, diversity, and inclusion, and we strive to create a work environment that is engaging, supportive, and rewarding.

If you are a motivated and results-driven individual with a passion for client service and business development, we encourage you to apply for this exciting opportunity to join our team as a Portfolio Administrator. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Apply now and take the first step in your career with Scotiabank

Why Join Us?

At Scotiabank, we offer a wide range of benefits and perks to our employees, including a competitive salary, comprehensive health and dental benefits, a generous pension plan, and opportunities for professional growth and development. We also offer flexible work arrangements, including remote work options, to support work-life balance. Additionally, we provide access to exclusive discounts and rewards through our Employee Discounts program. Join our team and take advantage of these benefits and more

  • Strata Portfolio Manager

    2 weeks ago

    Kelowna, British Columbia, Canada Associa Full time

    At Associa British Columbia, serving others is our calling. We are passionate about our services, and we live for our customers. We have high expectations and a career at Associa means challenging yourself to always be better.As a licensed Strata Property Management professional, you will be responsible for managing the relationship with our strata council...

  • Strata Portfolio Manager

    1 week ago

    Kelowna, British Columbia, Canada Associa Full time

    About Associa British ColumbiaWe're passionate about delivering exceptional client service and live for our customers. As a Strata Portfolio Manager, you'll be responsible for the relationship management with our strata council clients, handling day-to-day operational, maintenance, administrative, and financial management for the properties within your...

  • Clinical Expertise Specialist

    2 weeks ago

    Kelowna, British Columbia, Canada Interior Health Full time

    Interior Health is seeking a highly skilled Clinical Expertise Specialist to join their team on a full-time permanent basis. This role offers flexibility in work location from within British Columbia.The successful candidate will have extensive experience in developing clinical practice documents and implementing large-scale multi-portfolio projects. A...

  • Medical Leadership Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada Interior Health Full time

    At Interior Health, we are seeking an exceptional Medical Leadership Specialist to join our Senior Executive Team.The successful candidate will provide strategic medical administration leadership and be accountable for medicine-related processes governing the delivery of optimum, consistent, and competent medical care. This role works closely with the...

  • Healthcare Leadership Specialist

    2 weeks ago

    Kelowna, British Columbia, Canada Interior Health Authority Full time

    Job DescriptionIn the role of Clinical Specialist at Interior Health Authority, you will provide clinical expertise and leadership to programs and services within your area of responsibility, supporting the success of the portfolio. As a content expert for clinical best practice, you will develop and recommend program plans, standards, and guidance documents...

  • Financial Operations Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada Canada Ltd. Full time

    About Canada Ltd.Canada Ltd. is a dynamic organization seeking a skilled Financial Operations Specialist to join our team. This role will be responsible for maintaining accurate financial records and performing various accounting tasks.

  • Facilities Operations Specialist

    1 week ago

    Kelowna, British Columbia, Canada HCLTech Full time

    **Overview:**HCLTech is a leading technology company that requires an experienced Facilities Operations Specialist to manage its day-to-day operations. This role is responsible for ensuring the smooth functioning of our facilities, including maintenance, inventory management, and space allocation.**Job Summary:**We are seeking a highly organized and...

  • Supply Chain Operations Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada Artistic Awning Co Ltd Full time

    The Artistic Awning Co Ltd is seeking a highly skilled Supply Chain Operations Specialist to join our team. This permanent position offers a competitive salary of $40,000 per year and 40 hours of work per week.About the JobAs a Supply Chain Operations Specialist, you will be responsible for ensuring the smooth operation of our warehouse. This includes...

  • Portfolio Manager, Kelowna Residential

    6 days ago

    Kelowna, British Columbia, Canada TalentSphere Staffing Solutions Full time

    We are seeking a highly skilled Portfolio Manager to oversee the management of our residential and commercial properties in Kelowna. This is a key leadership role that requires a strong background in property management, excellent communication skills, and the ability to work effectively with internal stakeholders.About the Role:Oversee daily operational...

  • Warehouse Operations Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada Randstad Full time

    Job Title: Warehouse Operations SpecialistWe are seeking a skilled Forklift Operator to join our team in Kelowna. The ideal candidate will have reliable transportation as this location is not bus route accessible.About the RoleThis is a temporary full-time position that requires operating a sit-down forklift in a fast-paced environment with tight corners....

  • Career Opportunity as a Wealth Management Specialist

    5 days ago

    Kelowna, British Columbia, Canada Royal Bank of Canada Full time

    Job Summary:Royal Bank of Canada is seeking an ambitious Investment Advisor to join its team. As a Wealth Management Specialist, you will play a crucial role in helping clients achieve their financial goals.About the Role:We offer a comprehensive Total Rewards Program that includes competitive compensation and flexible benefits. Our leaders are committed to...

  • Fleet Financial Operations Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada FortisBC Full time

    Company OverviewFortisBC is a leading energy provider in British Columbia, committed to delivering reliable and sustainable energy solutions to its customers.We are actively seeking a skilled Fleet Financial Operations Specialist to join our team and contribute to our mission of transforming the energy landscape in BC.

  • Financial Operations Specialist

    1 day ago

    Kelowna, British Columbia, Canada FortisBC Full time

    As a leading energy provider in British Columbia, we are seeking an experienced Financial Operations Specialist to join our team. This role is responsible for performing various cost accounting and budgeting activities for assigned operational groups.About the RolePerform general cost accounting and budgeting tasks, including handling and scheduling...

  • Leading Property Manager

    2 weeks ago

    Kelowna, British Columbia, Canada TalentSphere Staffing Solutions Full time

    About the OpportunityWe are seeking an experienced Property Manager to oversee the management of a mixed portfolio of residential and commercial properties in Kelowna, BC. Reporting to the Vice President of Property Management, this individual will be responsible for optimizing systems and processes, providing leadership and fostering a positive work...

  • Scheduling Operations Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada FortisBC Full time

    At FortisBC, we're committed to transforming B.C.'s energy landscape. Our mission is to deliver renewable energy, natural gas, electricity and propane to 1.3 million customers.We're actively seeking a skilled Scheduling Operations Specialist to join our team. As one of BC's Top Employers with a diverse workforce of over 2,700 employees, we offer a safe and...

  • Senior Clinical Operations Manager

    5 days ago

    Kelowna, British Columbia, Canada Interior Health Authority Full time

    About the PositionWe are seeking an experienced Senior Clinical Operations Manager to lead our clinical student experience portfolio for Interior Health Authority.

  • Dock Operations Specialist

    1 week ago

    Kelowna, British Columbia, Canada Overland West Full time

    Company Overview:Overland West Freight Lines Ltd. is a leading expedited over-the-road carrier in Western Canada, providing a premier transportation network for its customers. With a vision of delivering exceptional service experience through innovation, people, technology, and cost efficiency, the company prides itself on creating value for its customers...

  • Strategic Operations Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada InfinityEdge Solutions Full time

    About InfinityEdge SolutionsWe are a dynamic organization driven by innovation and excellence. Our team thrives on collaboration and creativity, aiming to deliver exceptional results in our services.Job SummaryWe are seeking a highly skilled Strategic Operations Specialist to join our team at InfinityEdge Solutions. As a key member of our operations...

  • Senior Compliance and Operations Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada CWB Full time

    CWB is seeking a highly motivated Senior Compliance and Operations Specialist to join our Finance/Insurance team. This exceptional opportunity allows you to manage compliance and operational services, ensuring adherence to established procedures while supporting sales, management, and regulatory compliance functions.As the designated Banking Centre Champion...

  • Visual Communications Specialist

    1 month ago

    Kelowna, British Columbia, Canada Vibhi Consulting Services Inc Full time

    Are you a skilled graphic designer looking for a new challenge? We are seeking a talented Visual Communications Specialist to join our team at Vibhi Consulting Services Inc. This is a permanent position that offers a competitive salary and opportunities for growth and development.The successful candidate will have a bachelor's degree or equivalent experience...