Enriched Thinking® means seeing not only the big picture but all the little ones too.
Toronto, Ontario
Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it as your needs evolve. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®. http://bit.ly/socialdisclaim
On-site · Victoria
Act as the first point of contact by greeting and directing clients and managing messages. Support the effective operation of the Scotia Wealth Management office while championing a customer-focused culture.
On-site · Ottawa
Participants will support high net worth clients by providing personalized wealth solutions and strategic financial advice. They will also focus on expanding their client base and contributing to the efficient operations of their team.
Hybrid · Halifax
Provide administrative and operational support to Financial Consultants and Portfolio Managers to maintain high service standards for MD clients. Manage client documentation, process transaction requests, and ensure adherence to regulatory requirements and internal policies.
On-site · Vancouver
The Investment Associate supports a Wealth Advisor in managing their book of business and identifying new business opportunities to increase assets and revenue. They are responsible for preparing client reports, deepening relationships through total wealth planning, and providing leadership to other team associates.
Hybrid · Halifax
Provide administrative and operational support to Financial Consultants and Portfolio Managers to maintain high service standards for MD clients. Manage client documentation, process transaction requests, and coordinate client meetings while ensuring adherence to regulatory requirements.
On-site · Toronto
Provide operational and administrative support to the Branch Management and Advisor teams. Manage daily branch operations, client account activities, and ensure adherence to corporate policies and industry regulations.
On-site · Toronto
The Investment Associate supports a Wealth Advisor in managing a book of business through client service and business development activities. Key duties include identifying new asset opportunities, preparing client reports, and streamlining administrative processes.
Remote · Montreal, Quebec, Canada
Translate, adapt, and revise high-visibility financial and marketing content for French-speaking audiences to ensure brand alignment. Provide quality assurance through rigorous revision of internal and external translations while managing translation memories and AI tools.
On-site · Halifax
The Wealth Advisor assists clients and their families in achieving financial goals by preparing comprehensive financial plans and investment strategies. They are responsible for growing the client base through prospecting and maintaining relationships while ensuring compliance with industry regulations.
On-site · Ottawa
The role involves helping clients achieve financial goals by recommending tailored MD products and providing exemplary service. Responsibilities include managing a book of business, documenting client interactions in CRM, and ensuring KYC compliance.
On-site · Montréal
The Branch Administrator manages all administrative areas of branch operations and oversees the hiring, training, and performance management of support staff. They are also responsible for overseeing transactional banking functions and ensuring adherence to compliance and audit requirements.
On-site · Victoria
The Administrative Associate supports Wealth Advisors by managing client administration, executing trades, and resolving client inquiries. They also provide marketing assistance and track business growth reports to help achieve financial targets.
On-site · Hamilton
The Branch Administrator manages all administrative areas of branch operations and oversees the hiring, training, and performance of support staff. They are also responsible for transactional banking functions and ensuring adherence to compliance and audit requirements.
On-site · Montréal
The Regional Director is responsible for the profitability of the Wealth Management Partnerships in the Eastern Region by leading a team of consultants and executing strategic business plans. They ensure robust bank partner coverage, manage regional profit plans, and foster collaborative relationships to deepen client relationships.
On-site · Toronto
The Administrative Associate supports Wealth Advisors by managing client administration, executing trades, and resolving client inquiries. They also provide marketing assistance and manage tracking reports to help grow the business and increase assets.
On-site · London
Provide administrative support to Advisors and their teams, focusing on onboarding new client relationships through digital account opening. Process client requests including account transfers, deposits, withdrawals, and reporting while responding to inquiries in a timely manner.
On-site · Saskatoon
Support the Branch Management Team with administrative activities, operational efficiencies, and staff coordination. Provide hands-on technical support for workstations and communication devices while acting as a liaison with the Helpdesk.
On-site · Waterloo
The Administrative Associate supports Wealth Advisors by managing client administration, executing trades, and resolving client inquiries. They also provide marketing assistance and track business growth reports to help achieve financial targets.
On-site · Ottawa
Provide operational and administrative support to the Branch Management and Advisor teams. Manage daily branch operations, client account activities, and ensure adherence to corporate policies and industry regulations.
Hybrid · London
The role provides administrative and operational support to Financial Consultants and Portfolio Managers to maintain high service standards for clients. Key duties include processing client documentation, managing meeting schedules, and ensuring adherence to regulatory and internal compliance policies.
