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Investment Specialist Assistant
1 month ago
We are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.
Key Responsibilities- Provide timely support to Investment Specialists to execute day-to-day operational activities.
- Deliver exceptional client experiences and champion a customer-focused culture.
- Execute on capacity enablers for Investment Specialists to grow their business portfolios.
- Support operational excellence through the execution of day-to-day administrative tasks and activities.
- Influence a service excellence culture through the delivery of exceptional client experiences.
- Build cross-functional partnerships to optimize business outcomes.
- Understand how Scotiabank's risk appetite and risk culture should be considered in day-to-day tasks and activities.
- Self-motivated and disciplined with solid organizational and effective task prioritization skills.
- Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
- Outstanding interpersonal, communication, and listening skills.
- Ability to build rapport, establish trust, and communicate effectively.
- Ability to work in a fast-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
- Excellent team player with the ability to work independently.
- Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge, and experiences through active learning and curiosity.
- Solid understanding of the investment sales process, gained through experience in financial planning/sales role, and familiarity with the interrelationships among people, products, processes, and technology.
- Post-secondary degree in business or a related field, or equivalent working experience.
- Mutual Fund License is required.
- Bilingual in English and French is an asset.
- You'll be part of an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
- You'll have the ability to make a lasting impact on clients.
- You'll have the opportunity to make a significant impact, as you will contribute to revenue generation and growth.
- You'll work with and learn from a diverse and talented team of administrative assistants, leading Investment Specialists, and successful Sales Leaders.
- Supportive environment with coaches that are inspired to help you exceed your goals.
- Primarily work from home role with a mix of in-office work as required by business needs.
