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Scotiabank Career Laval | For Personal Banking Specialist, Investment & Retirement Planning Jobs In Laval, QC
Scotiabank Career – Personal Banking Specialist, Investment & Retirement Planning Jobs in Quebec. Scotiabank Careers Jobs in Quebec . Latest Quebec Government Jobs. Get City of Quebec Jobs in Canada. Upcoming Canada Govt Jobs.
Quebec Jobs Seekers who are looking for Personal Banking Specialist, Investment & Retirement Planning Jobs in Quebec , can check here Quebec Government Jobs in Scotiabank. Scotiabank Careers opportunity available for Personal Banking Specialist, Investment & Retirement Planning jobs in Quebec.
Candidates who have required eligibility Personal Banking Specialist, Investment & Retirement Planning position can apply through the Scotiabank careers page link provides in the below section. You can check on this page all upcoming Personal Banking Specialist, Investment & Retirement Planning jobs in Scotiabank and other jobs in Quebec.
Scotiabank Career – Job Opportunities for Personal Banking Specialist, Investment & Retirement Planning Jobs In Laval,QC
Scotiabank Jobs in Quebec :– Hurrey ! great news for job seekers. Scotiabank Jobs site publish notice for various jobs vacancy in their offices. Currently Scotiabank Personal Banking Specialist, Investment & Retirement Planning Jobs available now. Candidates who are looking for Personal Banking Specialist, Investment & Retirement Planning Jobs in Quebec with relevant required experience can apply for Scotiabank careers Employment. Candidate will get after selection great Salary $ 67,557.00 per year.
Scotiabank Jobs in Quebec Employment
Name of the Recruitment Agencies/Department
Royal Bank of Canada
Name of the Vacant Position
Personal Banking Specialist, Investment & Retirement Planning
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients’ assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
Job Purpose
The Administrative Assistant role is to provide administrative support to one or more Advisors, and their teams.
Key Accountabilities
1. Ensure a high level of non-trade client service by:
• Acting as receptionist by answering phones and greeting clients
• Arranging client meetings including venues, preparing printed materials and handling schedule changes
• Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
• Following up on client meetings and entering notes in contact management system
• Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate
2. Provide administrative support by:
• Processing client account documentation
• Assisting in writing and processing clients’/prospects letters and proposals
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Processing account transfer documentation and follow up to ensure receipt
• Following up on outstanding documentation for restricted accounts
• Ensuring all client interaction is accurately documented
• Gathering deferred sales charge (DSC) information
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements
Functional Competencies
• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems; Word, Excel, Powerpoint
• Secondary Education
Scotiabank Career – Job Opportunities for Administrative Assistant Jobs In Laval,QC
Scotiabank Jobs in Quebec :– Hurrey ! great news for job seekers. Scotiabank Jobs site publish notice for various jobs vacancy in their offices. Currently Scotiabank Administrative Assistant Jobs available now. Candidates who are looking for Administrative Assistant Jobs in Quebec with relevant required experience can apply for Scotiabank careers Employment. Candidate will get after selection great Salary $ 45,216.00 per year.
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients’ assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
Job Purpose
The Administrative Assistant role is to provide administrative support to one or more Advisors, and their teams.
Key Accountabilities
1. Ensure a high level of non-trade client service by:
• Acting as receptionist by answering phones and greeting clients
• Arranging client meetings including venues, preparing printed materials and handling schedule changes
• Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
• Following up on client meetings and entering notes in contact management system
• Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate
2. Provide administrative support by:
• Processing client account documentation
• Assisting in writing and processing clients’/prospects letters and proposals
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Processing account transfer documentation and follow up to ensure receipt
• Following up on outstanding documentation for restricted accounts
• Ensuring all client interaction is accurately documented
• Gathering deferred sales charge (DSC) information
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements
Functional Competencies
• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems; Word, Excel, Powerpoint
• Secondary Education
