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About the Role

As an Administrative Assistant, you will primarily support Financial Planners in developing new wealth management business acquisitions and relationships. You will be an essential resource for daily operational activities, providing timely support and delivering exceptional client experiences, while also contributing to the national Administration team.

Responsibilities

• Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Execute capacity enablers (National Practice Standards) for Financial Planners 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.
• Act as a Trusted Business Partner, building cross-functional partnerships to optimize business outcomes.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
• Actively pursue effective and efficient operations, ensuring adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations regarding operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
• Champion a high-performance environment and contribute to an inclusive work environment.

Requirements

• 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 fast-paced dynamic environment with multiple partners and stakeholders to achieve shared objectives.
• Excellent team player with the ability to work independently.
• Possess a growth mindset, with 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 a 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.
• Bilingual in English and French is an asset.

Skills

• Organizational skills
• Task prioritization
• Processing and inputting skills
• Attention to detail
• Follow-through capabilities
• Interpersonal skills
• Communication skills
• Listening skills
• Empathy
• Rapport building
• Trust establishment
• Teamwork
• Independent work
• Growth mindset
• Active learning
• Curiosity
• Investment sales process understanding
• Financial planning/sales experience

Location

• Canada : British Columbia : Vancouver
• Canada : Manitoba : Winnipeg

Work Type

• Hybrid
• Primarily work from home with a mix of in-office work as required

Education Level

• Post-secondary degree in business or a related field, or equivalent working experience

Benefits

• Inclusive and collaborative working environment
• Opportunity for creativity and curiosity
• Celebration of success
• Ability to make a lasting impact on clients
• Opportunity to contribute to revenue generation and growth
• Work with and learn from a diverse and talented team
• Supportive environment with coaches

About the Company

• 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.

Equal Opportunity

• 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.