Administrative Assistant, Scotia Financial Planning - Ontario

Scotiabank; Toronto; On-site; CAD 40,000 - 60,000; Full time

Job summary

Scotiabank is seeking an Administrative Assistant to support Financial Planners and grow wealth-management business in Canadian markets. This hybrid role involves coordinating day-to-day operations, delivering excellent client experiences, and collaborating with a national Administration team.

You’ll need a post-secondary degree in business or related field, a Mutual Fund License, and strong organizational and communication skills. Bilingual English/French is an asset.

Qualifications

• Post-secondary degree in business or related field, or equivalent working experience.
• Mutual Fund License is required.
• Hybrid work arrangement with in-person client meetings.
• Bilingual English and French is an asset.
• Experience in financial planning/sales is helpful.

Responsibilities

• Support development of wealth management business acquisitions and client relationships.
• Execute day-to-day administrative tasks and deliver exceptional client experiences.
• Collaborate with Financial Planners and national Administration team.
• Act as a trusted business partner across cross-functional teams.

Skills

Organizational skills

Communication skills

Interpersonal skills

Bilingual English/French

Team player

Attention to detail

Risk awareness

Education

Post-secondary degree in business or related field

Mutual Fund License

Job description

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Requisition ID: 274311
Employee Referral Program – Potential Reward:$1,000.00
We are committed to investing in our employees and helping you continue your career at Scotiabank.

As an Administrative Assistant, you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets. Within this partnership model, you are an essential resource in the successful execution of day-to-day operational activities including, providing timely support, and delivering exceptional client experiences. In addition to enabling the growth and servicing of the Financial Planners client-base, you will be responsible to support and contribute to a national Administration team.

Is This Role Right for You?

The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams! The Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team.

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Responsible to execute on capacity enablers (National Practice Standards) for Financial Planner 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.
• Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Do You Have the Skills?

• 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 (empathetic skills).
• Ability to build rapport, establish trust and communicate effectively.
• Ability to work in a faced-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.
• Hybrid position with the ability to meet in person with clients.
• Bilingual in English and French is an asset.

What’s In It for You?

• 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 Financial Planners, 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.

Location(s): Canada : Ontario : Toronto || Canada : Ontario : Brampton || Canada : Ontario : Mississauga

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.

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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.