First Nations/Metis/Inuit, Administrative Assistant, Scotia Financial Planning - Toronto

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto is seeking an Administrative Assistant to support Financial Planners in wealth management. The role involves daily operations, client interactions, and supporting a national team. Ideal candidates are self-starters who excel in teamwork and communication. This position offers flexibility with primarily remote work options. Join a team that values diversity and inclusion while helping clients achieve their financial goals.

Benefits

Inclusive environment

Opportunity to impact clients

Diverse talented team

Supportive coaching environment

Qualifications

• Mutual Fund License required.
• Ability to build rapport and trust.
• Strong communication and listening skills.

Responsibilities

• Support Financial Planners in business acquisitions.
• Execute daily operational activities.
• Deliver exceptional client experiences.

Skills

Effective task prioritization

Excellent interpersonal skills

Strong team player

Growth mindset

Mutual Fund License

Job description

Requisition ID: 233098

Join a purpose-driven, high-performing team committed to results in an inclusive environment.

This position is posted under Scotiabank’s Special Measure Program, aligned with the Employment Equity Act and Canadian Human Rights Act. Self-identification as Indigenous is voluntary; please ensure eligibility based on the following definition:

Indigenous Peoples include First Nations, Inuit, and Métis Peoples from North America.

Introduction

As an Administrative Assistant, you will support Financial Planners in developing new wealth management business acquisitions and relationships within target markets. Your role involves executing daily operational activities, providing timely support, and delivering exceptional client experiences. Additionally, you will support and contribute to a national Administration team.

Is This Role Right for You?

The Scotia Financial Planning Team 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, enthusiastic, high-energy team.

• Champion a customer-focused culture to deepen client relationships and leverage broader bank resources.
• Execute capacity enablers (National Practice Standards) to help Financial Planners grow their portfolios.
• Support operational excellence through administrative tasks.
• Deliver service excellence and build cross-functional partnerships.
• Consider the bank’s risk appetite and culture in daily activities.
• Ensure compliance with operational, regulatory, AML/ATF, and conduct risk frameworks.

Skills Needed

• Effective task prioritization
• Excellent interpersonal, communication, and listening skills
• Ability to build rapport and trust
• Strong team player with independence
• Growth mindset with a desire for continuous learning
• Mutual Fund License required

What’s In It for You?

• Inclusive, collaborative environment fostering creativity and success
• Opportunity to make a lasting impact on clients and contribute to growth
• Learn from a diverse, talented team of professionals
• Supportive coaching environment
• Primarily work from home with in-office flexibility as needed

Location: Toronto, Ontario, Canada

Scotiabank is committed to diversity and inclusion. If accommodations are needed during the recruitment process, please inform our Recruitment team. Candidates must apply online. Only shortlisted candidates will be contacted.