Administrative Assistant, Scotia Financial Planning - Eastern Canada

Scotiabank Global Site; Ottawa; Hybrid; CAD 50,000 - 65,000; Full time

Job summary

A leading financial institution is seeking an Administrative Assistant in Ottawa to support Financial Planners in developing client relationships and executing operational tasks. The ideal candidate is self-motivated, detail-oriented, and has a background in financial planning or sales. This role offers a collaborative work environment with opportunities for professional growth. Remote work is primarily available with some in-office requirements.

Benefits

Inclusive and collaborative environment

Opportunity for impactful client interactions

Coaching and support for career development

Qualifications

• Strong organizational and task prioritization skills.
• High attention to detail and follow-through.
• Excellent interpersonal, communication, and listening skills.

Responsibilities

• Support Financial Planners in business acquisitions.
• Execute operational activities and provide client service.
• Build cross-functional partnerships within the bank.

Skills

Self-motivated

Organizational skills

Attention to detail

Interpersonal skills

Communication skills

Ability to work under pressure

Team player

Growth mindset

Experience in financial planning

Bilingual in English and French

Education

Post-secondary degree in business or related field

Job description

Requisition ID : 229162

Join a purpose-driven, high-performing team committed to results within an inclusive culture.

Introduction

As an Administrative Assistant, you will support Financial Planners in developing new wealth management business acquisitions and client relationships in target markets. You will play a key role in executing daily operational activities, providing timely support, and delivering exceptional client service to help grow and service the client base. You will also contribute to a national Administrative team.

Is This Role Right for You?

The Scotia Financial Planning Team (SFP) seeks a dynamic self-starter who values teamwork and is passionate about helping clients achieve their financial goals. This role offers an opportunity to be part of a vibrant, energetic team.

• Champion a customer-focused culture to deepen client relationships and leverage broader bank resources.
• Support the execution of capacity enablers (National Practice Standards) for Financial Planners to grow their portfolios.
• Assist in operational excellence through daily administrative tasks.
• Deliver service excellence by providing exceptional client experiences.
• Build cross-functional partnerships as a Trusted Business Partner to optimize outcomes.
• Consider the bank's risk appetite and culture in daily activities and decisions.
• Ensure effective operations and compliance with risk management, AML/ATF regulations, and conduct standards.
• Promote a high-performance, inclusive work environment.

Required Skills

• Self-motivated with strong organizational and task prioritization skills.
• High attention to detail and follow-through in processing and inputting data.
• Excellent interpersonal, communication, and listening skills.
• Ability to build rapport and communicate effectively.
• Capable of working in a fast-paced environment with multiple stakeholders.
• Team player who can also work independently.
• Growth mindset with a desire for continuous learning.
• Experience in financial planning or sales, understanding of the investment sales process.
• Post-secondary degree in business or related field, or equivalent experience.
• Mutual Fund License is required.
• Bilingual in English and French is an asset.

What’s In It for You?

• Inclusive, collaborative environment that encourages creativity and celebrates success.
• Opportunity to make a lasting impact on clients and contribute to growth.
• Work with a diverse, talented team of professionals.
• Supportive coaching environment to help you exceed your goals.
• Primarily work from home with some in-office requirements.

Location: Ottawa, Ontario, Canada

Scotiabank is a leading bank in the Americas, dedicated to helping clients and communities succeed through a broad range of financial services. We value diversity and are committed to an inclusive environment. Accommodation requests during recruitment are welcome.

Key Skills: Internal Audit, Financial Services, Variance Analysis, Account Management, Customer Accounts, Financial Statements, etc.

Employment Type: Full Time

Experience: [Specify years]

Vacancy: 1