Wealth Advisor Admin & Client Services Associate

Scotiabank; Toronto; In loco; CAD 42.000 - 62.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pension Plan

Employee Share Ownership Plan

Favourable employee banking rates

Scotia Academy learning and upskill

Descrizione del lavoro

Scotiabank in Toronto is seeking an IIA Administrative Associate for ScotiaMcLeod to support Wealth Advisors with client service and day-to-day trading administration.

You will handle client inquiries, process trades as directed, coordinate materials and events, and manage reporting to help meet targets and financial plans. Strong communication and organization are essential in a collaborative, inclusive team striving for exceptional service.

Competenze

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).
• Excellent verbal and written communication.
• Strong organizational skills.
• Ability to take initiative, work independently and meet deadlines.
• Meticulous attention to detail and excellent time management skills.
• Exceptional client service skills, providing a professional and respectful experience.

Mansioni

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships; by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs.
• Respond to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner.
• Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue.
• Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts.
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience.

Conoscenze

Experience in securities industry

IR CIRO approval

Verbal communication

Written communication

Organizational skills

Initiative & independence

Attention to detail

Client service

Descrizione del lavoro

Scotiabank in Toronto is seeking an IIA Administrative Associate for ScotiaMcLeod to support Wealth Advisors with client service and day-to-day trading administration.

You will handle client inquiries, process trades as directed, coordinate materials and events, and manage reporting to help meet targets and financial plans. Strong communication and organization are essential in a collaborative, inclusive team striving for exceptional service.