Wealth Planner Support Specialist (Hybrid)

Scotiabank; United States; Hybrid; USD 30,000 - 40,000; Full time

Benefits offered by this job

Hybrid work arrangement

Work from home flexibility

Job summary

Scotiabank is seeking an Administrative Assistant to support Financial Planners in developing wealth management business and servicing clients in targeted markets. This role collaborates with a national Administration team and partners across lines of business to ensure smooth day-to-day operations and exceptional client experiences.

Hybrid role based in Edmonton, Alberta with flexibility for remote work. A post-secondary degree is preferred, plus a Mutual Fund License, bilingual English-French

Qualifications

• Post-secondary degree in business or related field or equivalent experience.
• Mutual Fund License is required.
• Bilingual in English and French is an asset.
• Hybrid role with in-person client meetings as needed.

Responsibilities

• Support Financial Planners in developing wealth management business and client relationships.
• Execute day-to-day administrative tasks to enable operational excellence.
• Provide timely support and deliver exceptional client experiences.
• Collaborate with a national Administration team and cross-functional partners.
• Ensure compliance with risk, regulatory, and conduct requirements.

Skills

Organizational skills

Task prioritization

Interpersonal communication

Client service

Adaptability

Team collaboration

Growth mindset

Education

Post-secondary degree

Mutual Fund License

Job description

Scotiabank is seeking an Administrative Assistant to support Financial Planners in developing wealth management business and servicing clients in targeted markets. This role collaborates with a national Administration team and partners across lines of business to ensure smooth day-to-day operations and exceptional client experiences.

Hybrid role based in Edmonton, Alberta with flexibility for remote work. A post-secondary degree is preferred, plus a Mutual Fund License, bilingual English-French