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The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational banking and financial services company headquartered in Toronto, Ontario. One of Canada's Big Five banks, it is the third-largest Canadian bank by deposits and market capitalization. In 2023, the companys seat in Forbes Global 2000 was 88.

18 Jobs Found

Administrator Full-time Job

Scotiabank

Administrative Jobs   Greater Sudbury
Job Details

Purpose of Job: 

This is a unique opportunity to join the dynamic and continually growing world of Scotia Wealth Management. The SWM receptionist/Branch Systems Administrator welcomes and interacts with our high net worth clients.
 


WHAT YOU'LL BE DOING

In this role you will:

  • Receives all visitors, including phone calls and responding or forwarding to the appropriate individual 
  • Performs daily mailroom duties and deliveries
  • Ensures all technology is running at maximum efficiency and reports issues
  • Accepts and arranges courier of parcels to ensure timely distribution of packages and documents
  • Coordinates meetings rooms and conference calls ensuring action items and deliverables are handled
  • Coordinates any internal communication to staff
  • Organizes and maintains various filing systems
  • Maintains office supplies inventory at proper levels and ensures timely ordering
  • Assists with security related activities and key holder responsibilities
  • Acts as back-up to the Branch Operations Assistant
  • Coordinates any special events as required

 

DO YOU HAVE THE SKILLS

We'd Love to work with you if you have:

 

  • Superior customer service skills
  • High level of problem solving abilities
  • Outstanding written and oral communication skills
  • Highly organized with the proven ability to manage multiple priorities and deadlines
  • Effectively interface and develop working relationships with all levels of the organization and external clients
  • Ability to work independently 

 

WHAT’S IN IT FOR YOU

 

  • At ScotiaMcleod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcleod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
  • You will join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
  • An organization committed to making a difference in our communities– for you and our clients.
  • An inclusive working environment that encourages creativity, and curiosity and celebrates success. 
  • Learning and Development – free access to Scotia Academy to upskill and develop your skills

Administrator

Scotiabank
Greater Sudbury
  Administrative Jobs Full-time
Purpose of Job:  This is a unique opportunity to join the dynamic and continually growing world of Scotia Wealth Management. The SWM receptionist/Branch Systems Administrator welco...
Learn More
May 9th, 2024 at 14:01

Customer Service Representative Full-time Job

Scotiabank

Customer Service   Sainte-Julie
Job Details

As a Customer Experience Associate/ Sainte-Julie/ Permanent/ Part-time 26.25h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

 

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

 

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

 

Is this role right for you?  In this role you will:

 

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

 

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

 

What’s in it for you?

 

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

 

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in French because they will serve and French-speaking clientele.

Customer Service Representative

Scotiabank
Sainte-Julie
  Customer Service Full-time
As a Customer Experience Associate/ Sainte-Julie/ Permanent/ Part-time 26.25h, you are the face, character and heart of our branches. Scotiabank is a place where we put our custome...
Learn More
May 9th, 2024 at 09:06

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   North Battleford
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Experience Associate

Scotiabank
North Battleford
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
May 8th, 2024 at 14:48

Software Developer in Test Full-time Job

Scotiabank

IT & Telecoms   Toronto
Job Details

The Team

The Software Developer in Test contributes to the overall success of Commerce Engineering in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

 

Is this role right for you?

  • Be an advocate for quality in the project lifecycle.
  • Write moderate to complex code/ scripts to test systems.  
  • Design, develop and maintain a modular, extensible, and reusable test automation framework to enable continuous testing in an agile environment. 
  • Collaborate closely with other team members to develop test approach that effectively covers the functional performance characteristics of features in the applications.
  • Collaborate with Delivery Lead to plan milestones, successfully execute software delivery, and escalate issues as needed.
  • Report defects and work closely with the team so that solutions can be determined, prioritized, and scheduled.
  • Prioritize testing of projects effectively across various businesses, to drive efficient work.
  • Conduct root cause analysis of post-production issues and plan to prevent them in future.
  • Have in-depth and up-to-date understanding of the organization’s products, applications, systems, environments, processes and tools.
  • Introduce and influence overall process improvements and act as an agent for change to the organization.
  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 
  • Champion a high-performance environment and contribute to an inclusive work environment. 

 

Do you have the skills that will enable you to succeed in this role?

  • Bachelor's degree in a technical field such as computer science, computer engineering or related field preferred 
  • 5+ years of test automation experience and in-depth knowledge of programming languages (Must have: Java/ Javascript; Nice to have: Python), frameworks, and utilities
  • Experience with API testing (preferably using Postman)
  • Excellent communication skills with ability to influence decision making across stakeholders
  • Effective organization, planning, and time management skills
  • Strong analytical and problem-solving skills
  • Able to work as part of a team and encourage both individual and collaborative innovation
  • Positive and resilient personality - Able to embrace feedback and have a desire for continuous iteration and improvement
     

What's in it for you? 

  • Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employee to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans. 
  • Accessibility and Workplace Accommodations - 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. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements. 
  • Upskilling through online courses, cross-functional development opportunities, and tuition assistance.  
  • Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one. 
  • Community Engagement - no matter where you choose to work from; we offer opportunities for community engagement & belonging with our various programs such as hackathons, contests, cooking with friends, Humans of Digital and much more!

 

Work conditions: Hybrid

 #LI-Hybrid

Software Developer in Test

Scotiabank
Toronto
  IT & Telecoms Full-time
The Team The Software Developer in Test contributes to the overall success of Commerce Engineering in Canada ensuring specific individual goals, plans, initiatives are executed / d...
Learn More
May 7th, 2024 at 13:18

Financial Advisor Full-time Job

Scotiabank

Financial Services   Port Alberni
Job Details

What your role will be…
Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
  • Educating our customers, providing relevant insights and expert advice
  • Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
  • Nurturing strong, long-standing relationships
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

  • The appetite and drive to build strong customer relationships and deliver excellence customer service
  • The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
  • To uncover and solve for customers’ needs
  • Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities– for you and our customers.
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • You’ll receive clear, transparent criteria to progress in your career.
  • You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Financial Advisor

Scotiabank
Port Alberni
  Financial Services Full-time
What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and i...
Learn More
May 7th, 2024 at 13:12

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Morinville
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Experience Associate

Scotiabank
Morinville
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
May 7th, 2024 at 13:11

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Huntsville
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Experience Associate

Scotiabank
Huntsville
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
May 6th, 2024 at 15:31

Fullstack Developer Full-time Job

Scotiabank

IT & Telecoms   Toronto
Job Details

As part of the Global Finance & Risk Data, Modeling and Analytics team, you will work with our business partners and senior management to solve complex enterprise problems in data management, financial modeling, regulatory risk, analytics and technology integration.  You will have the opportunity to explore and leverage leading technologies to transforms data into actionable insights to drive business decisions.

The work pace is very dynamics, one week you will be leading performance management modeling workshops, the next week you might be coding applications in Java and SQL.  The following you might a key team member supporting our numerous large implementation projects.  This role will provide you the opportunity to learn and network with business partners across all the business lines and countries and may involve travel to all our global locations.

 

The Role

The ideal candidate will be working in an agile environment and will need a passion for continuous improvement. Firsthand experience in business intelligence, analytics, data science and data products will be beneficial. The incumbent will influence the technological solution in relationship to the architecture, design and development and leverage common components as part of delivering the design/solution. Provides an enterprise-wide perspective and input into IT decisions.

 

Do you have the skills that will enable you to succeed in this role?

  • A recognized degree in engineering, computer science, math or related discipline
  • Proven track record of managing large-scale software full stack and data engineering development projects.
  • 5+ years of experience with at least one programming languages: Java/ Python/C++/JavaScript
  • Experience with other database technology: MS SQL, Oracle
  • Knowledge of ERP systems (e.g., Oracle EBS, PeopleSoft, SAP) an asset
  • Passionate about adapting new technologies to accelerate business value delivery.
  • Excellent verbal and written communication skills

 

What's in it for you?

  • We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
  • We provide you with the tools and technology needed to create beautiful customer experiences.
  • You'll get to work with and learn from diverse industry leaders, who have hailed from top technology companies around the world.
  • We offer a competitive total rewards package that includes a base salary, a performance bonus, company matching programs (on pension & profit sharing), generous vacation, personal & sick days, personal development funding, maternity leave top-up, parental leave and much more.

Fullstack Developer

Scotiabank
Toronto
  IT & Telecoms Full-time
As part of the Global Finance & Risk Data, Modeling and Analytics team, you will work with our business partners and senior management to solve complex enterprise problems in d...
Learn More
May 6th, 2024 at 15:29

Data Engineer Full-time Job

Scotiabank

IT & Telecoms   Toronto
Job Details

The Role: 

The successful candidate will have a strong foundation in Data warehousing, ETL processes, and scheduling. 

 

Key accountabilities: 

  • Provide technical expertise in designing, coding, and documenting ETL processes for new initiatives. 
  • Independently support existing applications and resolve issues. 
  • Estimate and deliver on individual tasks within project. 
  • Perform code review of code developed by technical consultants and oversee their work. 
  • Highlight technical issues and challenges and propose creative solutions. 

 

Key responsibilities: 

  • 5-7 years of  Java development experience 
  • 2 years of Python experience 
  • 5-7 years of Unix Shell Scripting 
  • Database skills with experience with Oracle, Postgres, SQL Server
    • Containerization Technology, Docker, Kubernetes, Rancher,  minio (s3 storage)
    • UNIX/Windows scripting.

 

Nice to have: 

  • Experience with SAS or Talend applications

 

What's in it for you?

  • Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank.
  • We embrace diversity and provide opportunities for all employee to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans. 
  • Accessibility and Workplace Accommodations - We value the unique skills and experiences everyone brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove, and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements. 
  • Remote-friendly work environment will provide you with the flexibility to perform at your best. 
  • Upskilling through online courses, cross-functional development opportunities, and tuition assistance.  
  • Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one.
  • Community Engagement - no matter where you choose to work from; we offer opportunities for community engagement & belonging with our various programs such as hackathons, contests, cooking with friends, Humans of Digital and much more! 

Data Engineer

Scotiabank
Toronto
  IT & Telecoms Full-time
The Role:  The successful candidate will have a strong foundation in Data warehousing, ETL processes, and scheduling.    Key accountabilities:  Provide technical expertise in desig...
Learn More
May 3rd, 2024 at 15:37

Customer Service Representative Full-time Job

Scotiabank

Customer Service   Nepean
Job Details

As a Customer Experience Associate/ Barrhaven/ Permanent/ Part-time 18.75h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

 

 

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

 

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

 

Is this role right for you?  In this role you will:

 

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

 

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

 

What’s in it for you?

 

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Service Representative

Scotiabank
Nepean
  Customer Service Full-time
As a Customer Experience Associate/ Barrhaven/ Permanent/ Part-time 18.75h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers...
Learn More
May 3rd, 2024 at 15:35

Administrative Associate Full-time Job

Scotiabank

Administrative Jobs   Toronto
Job Details

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  

 

IS THIS ROLE RIGHT FOR YOU

In the role you will:

  • Ensure effective client administration by managing all administrative processes and escalations requiring investigation
  • Consistently demonstrate high levels of client service by:
    • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
    • responding 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 grow assets and/or revenue
  • Support the growth of the business by managing tracking reports for Wealth Advisors 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

 
DO YOU HAVE THE SKILLS
 
 
We would love to work with you if you have:
 

  • Experience in the securities industry
  • Already duly registered as an Investment Representative (IR) with 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

 
WHATS IN IT FOR YOU
 

  • At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
  • An organization committed to making a difference in our communities– for you and our clients.
  • An inclusive working environment that encourages creativity, curiosity and celebrates success. 

Administrative Associate

Scotiabank
Toronto
  Administrative Jobs Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by...
Learn More
May 3rd, 2024 at 15:34

Estate and Trust Consultant Full-time Job

Scotiabank

Real Estate   Calgary
Job Details

As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work to deepen and strengthen client relationships by providing clients with customized, needs-driven solutions, leveraging the full suite of "Total Wealth" products and services. You will proactively leverage business development strategies, working in partnership, generating new opportunities to support a holistic approach to exceeding our client expectations and earning the business will be the key to your success in this role.

 

Is this role right for you? In this role, you will:

  • Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by:
    • Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor, adding value by providing estate and trust solutions by preparing high level estate plans and highlighting appropriate, needs-based estate planning strategies and solutions as well as other Wealth opportunities
    • Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities.
  • Play key risk management role by being responsible and accountable for always doing the right thing for clients and ensuring that actions and behaviours drive a positive client experience while operating within the relevant policies and guidelines established for the role
  • Contribute to the effective functioning of the team by: Building effective working relationships with various business lines and corporate function contacts, Coaching and mentoring Associate Estate & Trust Consultants, and Facilitating a culture of open and honest communication
  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Create an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, which ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/AFT/sanctions and conduct risk.
  • Champion 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? We’d love to work with you if you have:

  • Background and experience in estate, trust or financial planning, 3 years wealth planning experience
  • In-depth experience dealing with HNW clients and their advisors
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies such as insurance, tax, family and charity law ,and business succession
  • University degree in law, an asset
  • Lawyer or notary with experience in wills and estate planning, an asset
    Membership of the Society of Trust and Estate Practitioners (STEP), Trust and Estate Practitioner (TEP) designation, an asset

Estate and Trust Consultant

Scotiabank
Calgary
  Real Estate Full-time
As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovativ...
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May 2nd, 2024 at 14:41