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.

BRIEF INTRODUCTION: The Foundation Associate role withinScotiaMcLeod provides proactive administrative support to the ScotiaMcLeod Charitable Foundation and day-to-day management of a donor portfolio with charitable beneficiary relationships. The role also contributes to the growth of its Share-the-Wealth strategy by delivery of various events and administrative support for projects across Canada including the bi-annual ScotiaMcLeod Advisor Conference.

WHAT YOU’LL BE DOING In this role you will: 1. Administration and Relationship Management support

• Cultivate relationships with donors, sponsors, and stakeholders.
• Work closely with leadership to execute strategic programs for successful fundraising initiatives, events and campaigns to increase donor engagement including promoting the Foundation through social media outlets and communication platforms (LinkedIn, scotiamcleodcharitablefoundation.org, CanadaHelps, SM Weekly)
• Plan and execute the annual Share the Wealth Awards Campaign by handling any inquiries regarding the nomination process, investigating discrepancies pertaining to applications and verifying charitable status of recipient charities
• Oversee budgeting, document control and compliance for donor records
• Ensure compliance with nonprofit regulations and best practices.

2. Meeting and Event Planning

• Build close relationships with internal and external partners, acting as a liaison, ensuring alignment of event goals with organizational standards

• Support the oversight and management of the budget with key stakeholders/organizers including data collection, reporting, and compliance for event-related financial transactions

• Provide operational oversight for participant registration, communication workflows, and event documentation

DO YOU HAVE THE SKILLS

We’d love to work with you if you have:

• Relevant training and experience, preferably through a diploma or degree program in nonprofit management
• Three to five years of administrative and event management experience
• Excellent interpersonal and communications skills, ability to think proactively with strong problem-solving skills
• Strong organizational and customer service skills, with the ability to work with short/long timelines and deadlines
• Experience with calendar management and prioritizing activities
• Knowledge of MS Office (Outlook, Word, Excel, MS Teams, MS Forms) and basic understanding of Quickbooks
• Experience working with events, charities, and/or in the financial industry would be a great asset.

WHATS IN IT FOR YOU

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
• 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.
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

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