Regional Administrative Specialist, MD Financial Management

3 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

As a Regional Administrative Specialist at Scotiabank, you will play a key role in providing administrative and operational support to the Financial Consultants and Portfolio Managers.



The successful candidate will be responsible for preparing and processing client documentation, inputting transaction requests, and maintaining the currency and accuracy of the client contact database.



You will also be accountable for booking and preparing files for client meetings, responding to time-sensitive requests, and ensuring a quick and efficient response to all inquiries from current and prospective clients.



Additionally, you will maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.



The ideal candidate will have a college diploma in business, commerce, or an equivalent, with demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues.



Proficiency with Microsoft Office Suite and working knowledge of CRM2 are also required.



At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.



We are a leading bank in the Americas, guided by our purpose: "for every future", we help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.



We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.



We offer a competitive salary and incentive programs, a defined contribution pension plan, and an employee share option purchase program.



We also provide a generous paid time off program and access to thousands of discounts with various vendors across Canada.



Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French.



This role requires working closely with other groups from head office who operate primarily in English, and serving English-speaking clientele.



  • Montreal, Quebec, Canada MD Financial Management Full time

    About the RoleMD Financial Management is seeking a highly skilled and dedicated Client Service Associate to join our team. In this role, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Champion a customer-focused culture to deepen client relationships...


  • Montreal, Quebec, Canada Scotiabank Full time

    {"The Opportunity": "We are seeking a highly organized and detail-oriented Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.","Responsibilities": "Prepare and process client documentation and transaction requests as directed by Advisors and Portfolio Managers.Work with a...


  • Montreal, Quebec, Canada MD Financial Management Full time

    Job DescriptionRole OverviewAs a Senior Client Service Associate at MD Financial Management, you will play a vital role in delivering exceptional client experiences, driving client satisfaction, and fostering long-term relationships. This dynamic position requires a client-focused individual with a passion for delivering personalized service, navigating...


  • Montreal, Quebec, Canada MD Financial Management Full time

    Job SummaryWe are seeking a highly skilled and experienced High-Performance Client Relationship Manager to join our team at MD Financial Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences, deepening relationships, and driving business growth.


  • Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryScotiabank is seeking a highly skilled Regional Manager to join our MD Wealth team. As a key member of our leadership team, you will be responsible for supervising and managing a team of advisors to ensure the adoption and effective use of contact and sales planning tools.Key ResponsibilitiesLead and drive a customer-focused culture throughout the...


  • Montreal, Quebec, Canada Scotiabank Full time

    OverviewScotiabank is a leading financial institution committed to delivering excellent service and driving growth. As Regional Manager, you will play a key role in shaping the future of our organization.Job SummaryWe are seeking an experienced and results-driven individual to lead our team as Regional Manager. This position requires a strong background in...


  • Montreal, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Regional Administrative Specialist to join our team at Scotiabank. As a key member of our team, you will provide administrative and operational support to assist Financial Consultants and Portfolio Managers.


  • Montreal, Quebec, Canada Definity Financial Full time

    Key Responsibilities:Assess new business submissions and negotiate risk acceptance terms with brokers in writing, by phone, or electronically.Re-underwrite and negotiate renewals, as well as policy endorsements, to ensure optimal coverage for clients.What to Expect:As a Regional Risk Specialist, Property Insurance at Definity Financial, you will be...


  • Montreal, Quebec, Canada Scotiabank Full time

    At Scotiabank, we're committed to fostering an inclusive and high-performing culture that enables our employees to achieve their professional and personal goals.We're seeking a highly skilled Regional Administrative Specialist to join our team. In this role, you'll provide administrative and operational support to assist Financial Consultants and Portfolio...


  • Montreal, Quebec, Canada Gestion financière MD Full time

    Embaquez une carrière enrichissante chez Gestion financière MD, un chef de file du secteur bancaire au Canada et des fournisseurs de services financiers dans les Amériques.Découvrez notre offreNous recherchons un Gestionnaire financier expérimenté pour rejoindre notre équipe dynamique. Vous serez responsable de la gestion des finances, de l'analyse...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    Job DescriptionWe are seeking a highly skilled Financial Analyst Reinsurance Specialist to join our team at Intact Financial Corporation.About the RoleThe Financial Analyst Reinsurance Specialist will play a key role in supporting Group Reinsurance activities, providing recommendations to ensure consistency and application of best reinsurance practices...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Senior Financial Planner Centralized Planning GroupAbout the Role:Scotiabank is seeking a Senior Financial Planner to join our Centralized Planning Group. As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, leveraging your expertise in financial planning strategies and...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Data Analyst - Renewal Specialist, you'll play a key role in maximizing renewal outcomes for our clients.About the Role:The Renewal Specialist will support a regional team of Corporate Account Executives with clients over...


  • Montreal, Quebec, Canada Gestion financière MD Full time

    Présentation de l'entrepriseGestion financière MD est une entreprise leader dans le secteur bancaire au Canada et un fournisseur de services financiers aux Amériques. Nous sommes là pour l'avenir de tous, contribuant à la réussite de nos clients, de leur famille et de leur collectivité en offrant des conseils et une vaste gamme de produits et de...


  • Montreal, Quebec, Canada Scotiabank Full time

    Join a Winning Team at ScotiabankImagine an inclusive and high-performing culture where you can bring your best self to work every day.We are seeking a talented Regional Manager, MD Wealth to lead our Wealth Management team. As a key member of our organization, you will have the opportunity to contribute to our purpose-driven approach and drive business...


  • Montreal, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking an experienced Estate Trust Support Specialist to join our team in a regional capacity. This role is designed to provide administrative support to Estate Trust Consultants (ETCs) and help them succeed in their roles.Key ResponsibilitiesSupport ETCs in Prospecting and Pipeline Management: Ensure new opportunities are properly...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    About Sun Life FinancialSun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individuals and corporate clients. Our purpose is to help clients achieve lifetime financial security and live healthier lives.Compensation PackageWe offer a competitive compensation package that...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryThe Regional Director, Total Wealth Planning plays a critical role in executing Canadian Wealth Management's strategy by leading the delivery of Total Wealth Planning and Canadian Wealth Insurance Services across Quebec and Atlantic Canada.Key ResponsibilitiesLead a team of specialists to exceed nationally-defined goals and business plans,...


  • Montreal, Quebec, Canada State Street Full time

    We are a team of dedicated accounting professionals who deliver financial reporting and day-to-day fund administration support to our clients. Join us in building innovative solutions to revolutionize how we service our customers.The team you will be joining is part of International Fund Services (IFS), acquired by State Street, a recognized industry-leading...


  • Montreal, Quebec, Canada Crédit Agricole CIB Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Crédit Agricole CIB. The ideal candidate will possess strong project management skills, excellent communication abilities, and in-depth knowledge of financial systems and processes.About the RoleThe Financial Operations Specialist will provide critical support to...