Scotiamcleod Service Officer, Montreal
5 days ago
Requisition ID: 219964 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. As the Service Officer your primary focus is to provide centralized administrative support for select Advisor teams. The Service Officer will act as liaison between head office and Advisor teams. **Is this role for you? In this role you will**: **Provide effective administrative support in a centralized environment by**: - Processing new account documentation and monitoring all outstanding documentation - Processing incoming client account transfer requests, adhering to regulatory deadlines - Scanning/transmitting documentation to Head Office - Updating client information - Updating corporate account information **Ensure a high level of client service by**: - Maintaining and communicating status of all work in progress to multiple Advisor teams - Identifying and escalating incidents of concern **Provide support to Branch Management by**: - Effective communication of status updates and follow-up of account opening, documentation and transfers - Helping complete various tasks from the New Recruit Onboarding checklist - Providing consistent and accurate timelines for various tasks/activities **Contribute to the effective functioning of the branch team by**: - Building effective working relationships across the team and with various business line and corporate function contacts - Maintaining a high level of customer service - Facilitating a culture of open and honest communication - Actively participating and contributing to touch bases and team meetings - Encouraging the generation of new ideas and approaches - Actively sharing knowledge and experience to enhance the development of all team members - Developing and executing a meaningful employee development plan **Education & Work Experience** - Excellent written and verbal communication skills in French and English - Strong organizational skills - Ability to take initiative and work independently - Ability to meet deadlines - Knowledge of Microsoft systems: Word, Excel and PowerPoint - Previous industry experience - Secondary education - Bilingual in French and English Working Conditions: Travel within the province and country will be required occasionally Flexible working with evening hours and weekends when required. Driver’s license is an asset. Location(s): Canada : Quebec : Montreal Scotiabank is 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Scotiamcleod Administrative Associate, Montreal
2 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 222988 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Montréal, Canada Scotiabank Full timeRequisition ID: 222988 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Montréal, Canada Scotiabank Full timeRequisition ID: 222987 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Scotiamcleod Branch Administrator
6 days ago
Montréal, Canada Scotiabank Full timeRequisition ID: 157488 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Agent de Services Scotiamcleod, Montreal
5 days ago
Montréal, Canada Banque Scotia Full timeNuméro de la demande: 219964 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses conseils avisés en matière de placement. Nos conseillers et nos équipes se targuent d’explorer des approches innovantes pour protéger et faire fructifier les actifs de leurs...
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Scotiamcleod Investment Associate
2 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 214828 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Swm Receptionist, Scotiamcleod, Montreal, Qc
2 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 222985 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Wealth Management Associate Program
5 hours ago
Montréal, Canada Scotiabank Full timeRequisition ID: 231754 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Wealth Management Associate Program - ScotiaMcLeod** Start date: June 2026 Work hours/week: 37.5 Application deadline: 08/10/2025 Location : Montreal Scotiabank is among the largest banks in the world and is Canada’s most...
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Scotiamcleod Administrative Assistant
2 weeks ago
Montréal, Canada Scotiabank Full time**Requisition ID**: 225976 We are committed to investing in our employees and helping you continue your career at Scotiabank. As an Administrative Assistant you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of...
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Assistant Branch Manager, Scotiamcleod, Montreal
3 hours ago
Montréal, Canada Scotiabank Full timeRequisition ID: 182941 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
