Systemized Solutions Representative

Scotiabank; Toronto; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Systemized Solutions Representative to enhance their Investment Management Workshop. This role involves preparing essential support materials, providing administrative assistance, and ensuring smooth communication with participants. The ideal candidate will have a strong background in customer service and administration, along with proficiency in Salesforce and MS Office. If you thrive in a collaborative team environment and are passionate about financial services, this is an exciting opportunity to contribute to a leading wealth management firm. Join a dynamic team and make a meaningful impact in the financial industry!

Qualifications

• 3+ years in an administrative or customer service role with a record of progression.
• Strong proficiency in MS Office, especially Excel, is essential.

Responsibilities

• Prepare support materials and provide administrative support for the Investment Management Workshop.
• Ensure accurate recording of IMW information in Salesforce and prepare month-end reporting.

Skills

Customer Service

Team Collaboration

Administrative Support

Feedback Solicitation

Education

Undergraduate degree in Business Administration, Commerce, or Finance

CSC or IFIC certification

CFA or CIM certification

Tools

Salesforce

MS Office (Excel, Word, PowerPoint, Outlook)

Job description

Title: Systemized Solutions Representative

Requisition ID: 219718

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline.

Is this role right for you? In this role you will:

• Prepare all support materials for Investment Management Workshop (IMW)
• Provide daily administrative and IMW support to the Vice President’s, Systemized Solutions
• Ensure all IMW information is accurately recorded in Salesforce
• Prepare all month end reporting
• Provide miscellaneous administrative support to all members of the SST on an as needed basis
• Participate in special projects when required
• Follow up with IMW participants during the facilitation and transition phases of the IMW
• Solicit feedback and offer support throughout the process
• Keep current on trends, initiatives and regulatory changes that could impact the Advisor and their system
• Keep the Dynamic ISR’s up to date on IMW progress with their advisors
• Work with Advisor’s and their Staff on IMW implementation, including but not limited to, Morningstar Training when necessary
• The SSR will approach their role from a team perspective ensuring their actions are ecological with both the VPSS and the Advisor’s that are participating in the Workshop
• They will proactively engage with other SST members during conference calls and team meetings by offering feedback, suggestions and solutions designed to enhance our team and the Investment Management Workshop we facilitate
• They will establish and maintain strong working relationships with all members of the Systemized Solutions Team and the broader based Dynamic Sales Teams with a strong emphasis on the SSR /ISR relationship

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• CSC or IFIC is required
• CFA or CIM would be an asset
• Minimum 3 years experience in an administrative or customer service role
• Experience in a team environment
• Record of progression into roles with increasing responsibility within the financial services industry;
• Strong working knowledge of MS Office (Excel, Word, Powerpoint & Outlook) with an intermediate to advanced proficiency with Excel
• Undergraduate degree in a related field such as business administration, commerce or finance, or equivalent work experience

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.