Hybrid Wealth Planning Admin Assistant

Scotiabank; United States; Hybrid; USD 30,000 - 44,000; Full time

Job summary

Scotiabank hires an Administrative Assistant to partner with Financial Planners in developing wealth management business in target markets. You support day-to-day operations, provide timely assistance, and help deliver exceptional client experiences, while contributing to a national Administration team.

The role is hybrid with in-person client meetings as needed, and experience in financial planning/sales is valued. Ontario locations in Toronto, Brampton, and Mississauga are indicated.

Qualifications

• Self-motivated with strong organizational and task prioritization skills.
• Outstanding interpersonal and communication skills; able to listen effectively.
• Ability to build rapport and communicate with clients and partners.
• Experience working in a fast-paced environment with multiple stakeholders.
• Growth mindset with willingness to develop skills through learning.
• Solid understanding of the investment sales process and financial planning context.
• Post-secondary degree in business or related field; equivalent experience.
• Mutual Fund License is required.
• Hybrid work model with occasional in-person client meetings.
• Bilingual in English and French is an asset.

Responsibilities

• Support Financial Planners in developing wealth management acquisitions.
• Assist with day-to-day administrative tasks and client service.
• Collaborate with national Administration team to ensure operational excellence.

Skills

Self-motivation

Organizational skills

Attention to detail

Interpersonal communication

Rapport building

Team player

Growth mindset

Investment sales knowledge

Mutual Fund License

Bilingual English/French

Education

Post-secondary degree in business or related field

Mutual Fund License

Job description

Scotiabank hires an Administrative Assistant to partner with Financial Planners in developing wealth management business in target markets. You support day-to-day operations, provide timely assistance, and help deliver exceptional client experiences, while contributing to a national Administration team.

The role is hybrid with in-person client meetings as needed, and experience in financial planning/sales is valued. Ontario locations in Toronto, Brampton, and Mississauga are indicated.