Administrative Assistant, Scotia Financial Planning - Eastern Canada

Scotiabank; Ottawa; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

A leading financial institution in Ottawa is seeking an Administrative Assistant to support Financial Planners in wealth management activities. The role involves executing daily operational tasks and enhancing client experiences in a collaborative and inclusive team. Ideal candidates are self-motivated with strong organizational skills, attention to detail, and proficient in communication. This position offers a hybrid work model with opportunities for professional growth.

Benefits

Inclusive and collaborative environment

Supportive coaching

Opportunity for impact and growth

Qualifications

• Self-motivated with strong organizational and task prioritization skills.
• High attention to detail with effective processing/inputting skills.
• Bilingual in English and French is an asset.

Responsibilities

• Support Financial Planners in acquiring new wealth management business.
• Execute daily operational activities and support business growth.
• Deliver exceptional client experiences fostering service excellence.

Skills

Organizational skills

Attention to detail

Communication skills

Interpersonal skills

Team collaboration

Customer focus

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 relationships in target markets. You will play a key role in executing daily operational activities, providing timely support, and delivering exceptional client experiences. Additionally, you will contribute to a national Administration team, supporting business growth and client servicing.

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 growth of Financial Planners' business portfolios by executing capacity enablers (National Practice Standards).
• Assist operational excellence through daily administrative tasks.
• Deliver exceptional client experiences, fostering a service excellence culture.
• Build cross-functional partnerships as a Trusted Business Partner to optimize outcomes.
• Consider the Bank’s risk appetite and culture in daily tasks and decisions.
• Ensure effective operations and adherence to controls related to operational risk, regulatory compliance, AML/ATF, and conduct risk, following relevant frameworks and guidelines.
• Contribute to a high-performance, inclusive work environment.

Do You Have the Skills?

• Self-motivated with strong organizational and task prioritization skills.
• High attention to detail and effective processing/inputting skills.
• Excellent interpersonal, communication, and listening skills.
• Ability to build rapport, establish trust, and communicate effectively.
• Capable of working in a fast-paced, dynamic environment with multiple stakeholders.
• Team player with the ability to work independently.
• Growth mindset, eager to develop skills and knowledge continuously.
• Understanding of the investment sales process through experience in financial planning or sales roles.
• Post-secondary degree in business or related field, or equivalent experience.
• Mutual Fund License 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 revenue growth.
• Learn from a diverse, talented team of professionals.
• Supportive coaching environment to help you exceed your goals.
• Primarily work from home with some in-office days as needed.