Portfolio Operations Specialist

4 hours 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

  • Security Portfolio Manager

    2 weeks ago

    Kelowna, British Columbia, Canada Paladin Security Full time

    Job Title: Security Portfolio ManagerPaladin Security is seeking a highly skilled Security Portfolio Manager to join our team. As a Security Portfolio Manager, you will be responsible for managing a portfolio of clients and all aspects of Paladin business within that portfolio.Key Responsibilities:Develop and maintain excellent relationships with clients in...

  • Portfolio Administrator, Investment Services Specialist

    2 months ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    About the Role:We are seeking a highly skilled Portfolio Administrator to join our team at Scotiabank. As a key member of our Private Investment Counsel team, you will play a critical role in providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and...

  • Portfolio Administrator, Investment Services Specialist

    2 months ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    About the Role:We are seeking a highly skilled Portfolio Administrator to join our team at Scotiabank. As a key member of our Private Investment Counsel team, you will play a critical role in providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and...

  • Business Development Specialist

    2 months ago

    Kelowna, British Columbia, Canada Interior Health Full time

    About the RoleWe are seeking a highly skilled Business Development Specialist to join our team at Interior Health. As a key member of our organization, you will play a critical role in driving business growth and development.Key ResponsibilitiesFinancial Analysis and Reporting: Compile, analyze, and interpret financial data to inform business decisions and...

  • Business Development Specialist

    2 months ago

    Kelowna, British Columbia, Canada Interior Health Full time

    About the RoleWe are seeking a highly skilled Business Development Specialist to join our team at Interior Health. As a key member of our organization, you will play a critical role in driving business growth and development.Key ResponsibilitiesFinancial Analysis and Reporting: Compile, analyze, and interpret financial data to inform business decisions and...

  • Logistics Operations Specialist

    7 days ago

    Kelowna, British Columbia, Canada Grewal Logistics Ltd Full time

    Grewal Logistics Ltd seeks a skilled Logistics Operations Specialist to join our team. As a Logistics Operations Specialist, you will be responsible for operating trucks to transport goods and materials, ensuring the condition of the vehicle and its equipment. You will also be required to perform emergency roadside repairs, inspect tires, lights, brakes, and...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    **About the Role**We are seeking a highly skilled Business Banking Specialist to join our Envision Financial team in Kelowna, BC. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking clients and their associated retail banking and wealth management needs.**Key Responsibilities**Develop...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    **About the Role**We are seeking a highly skilled Business Banking Specialist to join our Envision Financial team in Kelowna, BC. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking clients and their associated retail banking and wealth management needs.**Key Responsibilities**Develop...

  • Operations Management Specialist

    2 weeks ago

    Kelowna, British Columbia, Canada Alpine Full time

    Job Title: Operations Management SpecialistJob Overview: As an Operations Management Specialist at Alpine, you will be responsible for overseeing a group of sites within a territory, managing subcontractors to ensure the scope of work is completed. Your duties will include providing training, liaising with clients, resolving issues, and conducting...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business;...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business;...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing community contacts and networks to generate new business...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing community contacts and networks to generate new business...

  • Warehouse Operations Specialist

    3 weeks ago

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

    Job SummaryWe are seeking a skilled Warehouse Operations Specialist to join our team at Artistic Awning Co Ltd. The successful candidate will be responsible for building pallets, loading and unloading products, and operating various equipment to move materials and products. The ideal candidate will have no degree, certificate, or diploma, but will be willing...

  • Business Banking Specialist

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team at Envision Financial in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing and establishing community contacts...

  • Business Banking Specialist

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team at Envision Financial in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing and establishing community contacts...

  • Business Banking Specialist

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking AdvisorWe are seeking a skilled Business Banking Advisor to join our team in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing and establishing community contacts and networks to generate new...

  • Business Operations Specialist

    1 month ago

    Kelowna, British Columbia, Canada InfinityEdge Solutions Full time

    Job DescriptionWe are seeking a highly skilled Business Operations Specialist to join our team at InfinityEdge Solutions.Key ResponsibilitiesAnalyze and provide expert advice on managerial methods and organization of an establishmentConduct research to determine efficiency and effectiveness of managerial policies and programsPropose improvements to methods,...

  • Business Operations Specialist

    1 month ago

    Kelowna, British Columbia, Canada InfinityEdge Solutions Full time

    Job DescriptionWe are seeking a highly skilled Business Operations Specialist to join our team at InfinityEdge Solutions.Key ResponsibilitiesAnalyze and provide expert advice on managerial methods and organization of an establishmentConduct research to determine efficiency and effectiveness of managerial policies and programsPropose improvements to methods,...

  • Operations Controller

    3 weeks ago

    Kelowna, British Columbia, Canada Argus Properties Full time

    Job Title: Operations ControllerJob Summary:We are seeking an experienced Operations Controller to join our team at Argus Properties. The successful candidate will be responsible for providing oversight and management of the accounting cycle, including the completion of the accounting cycle checklist and deadlines. They will also be responsible for managing...