Administrative Leadership and Business Development Specialist

3 weeks ago


West Vancouver, British Columbia, Canada Scotiabank Full time

At ScotiaMcLeod, we are dedicated to helping our clients achieve their financial goals. As a cornerstone business within Scotia Wealth Management, our team prides itself on providing exceptional service and trusted investment advice.

Job Summary

We are seeking an experienced Senior Administrative Associate to join our team in West Vancouver. This role will provide administrative support to our Wealth Advisors, focusing on business development and client service activities.

Key Responsibilities
  1. New Business Opportunities: Identify potential new business opportunities to acquire additional assets and increase revenue.
  2. Product Knowledge: Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base.
  3. Team Collaboration: Build effective working relationships across the team and with various business lines and corporate function contacts.
  4. Client Communication: Prepare, analyze, and present reports and recommendations to clients, as well as develop and distribute marketing materials.
  5. Process Improvement: Review practices to ensure administrative processes are streamlined and tasks are completed efficiently.
  6. Client Understanding: Develop a deep understanding of client profiles and the Advisor's investment strategy.
Requirements
  • Experience: Proven experience in the securities industry, preferably in a related administrative role.
  • Registration: Duly registered as a Registered Representative (RR) with CIRO.
  • Certifications: Successfully completed the Wealth Management Essentials (WME).
  • Skills: Excellent verbal and written communication skills, attention to detail, time management, and client service skills.
What We Offer
  1. Competitive Salary: $80,000 - $110,000 per annum, depending on experience.
  2. Learning and Development: Access to Scotia Academy for professional growth and development.
  3. Inclusive Environment: A collaborative team culture that encourages creativity, diversity, and inclusion.
  4. Benefits: Comprehensive benefits package, including health insurance, retirement plans, and more.

This is an exciting opportunity to join a forward-thinking organization and contribute to the success of our clients and employees. If you are a motivated and results-driven individual, please submit your application today



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