Administrative Assistant, Scotia Financial Planning - Montreal, QC
Administrative Assistant, Scotia Financial Planning - Montreal, QC
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Job Description
Requisition ID: 233018
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
As an Administrative Assistant you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets. Within this partnership model you are an essential resource in the successful execution of day-to-day operational activities including providing timely support and delivering exceptional client addition to enabling the growth and servicing of the Financial Planners client-base you will be responsible to support and contribute to a national Administration team.
Is this role right for you In this role you will:
The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams! The Administrative Assistant is an excellent opportunity to be part of a vibrant enthusiastic and high-energy team.
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
- Responsible to execute on capacity enablers (National Practice Standards) for Financial Planner to grow their business portfolios.
- Support operational excellence through the execution of day-to-day administrative tasks and activities.
- Influence a service excellence culture through the delivery of exceptional client experiences.
- Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
- Understand how the Banks risk appetite and risk culture should be considered in day-to-day tasks activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas while ensuring the adequacy adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk regulatory compliance risk AML/ATF risk and conduct risk including but not limited to responsibilities under the Operational Risk Management Framework Regulatory Compliance Risk Management Framework AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high-performance environment and contributes to an inclusive work environment.
Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:
- Self-motivated and disciplined with solid organizational and effective task prioritization skills.
- Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
- Outstanding interpersonal communication and listening skills (empathetic skills).
- Ability to build rapport establish trust and communicate effectively.
- Ability to work in a faced-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
- Excellent team player with the ability to work independently.
- Possess a growth mindset which involves having the desire to continuously develop skills knowledge and experiences through active learning and curiosity.
- Solid understanding of the investment sales process gained through experience in financial planning/sales role and familiarity with the interrelationships among people products processes and technology.
- Post-secondary degree in business or a related field or equivalent working experience.
- Mutual Fund License is required.
Whats In It for You
- Youll be part of an inclusive and collaborative working environment that encourages creativity curiosity and celebrates success.
- Youll have the ability to make a lasting impact on clients.
- Youll have the opportunity to make a significant impact as you will contribute to revenue generation and growth.
- Youll work with and learn from a diverse and talented team of administrative assistants leading Financial Planners and successful Sales Leaders.
- Supportive environment with coaches that are inspired to help you exceed your goals.
- Primarily work from home role with a mix of in-office work as required by business needs.
In addition to French the successful candidate must also have sufficient knowledge of English as the work involves interacting and collaborating regularly with groups and individuals based in Toronto as well as constantly interacting with other people including clients who speak English locally and elsewhere.
Location(s): Canada : Quebec : Montreal
Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.
At Scotiabank 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. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.
Employment Type
Full Time
