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 · Kanata
The Investment Associate supports a Wealth Advisor in managing their book of business through client service and business development activities. Key duties include identifying new asset opportunities, preparing client reports, and streamlining administrative processes.
On-site · Québec
The role involves assisting clients and their families in achieving financial goals through comprehensive financial plans and investment strategies. It also requires prospecting for new clients and conducting financial planning seminars to increase product visibility.
On-site · Ottawa
The Financial Consultant assists clients and their families in achieving personal financial goals through 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 · Montréal
Leads and oversees a portion of the Private Banking business to ensure strategies and initiatives are executed in compliance with regulations and internal policies. Manages team leads to achieve profit plan goals while fostering a client-centric sales culture and maintaining high-profile regional relationships.
On-site · Montréal
Lead and supervise Private Banking activities in Quebec and Ottawa to ensure business strategies are executed according to regulations and internal policies. Manage sales execution, client portfolio growth, and the development of a high-performance team through coaching and inclusive leadership.
Hybrid · Montréal
The Portfolio Administrator supports Relationship Managers by managing client books, processing service-related activities, and handling account documentation. They are also responsible for monitoring compliance reports and remediating items related to audit and regulatory requirements.
On-site · Montréal
Collaborate with business relationship managers to provide exceptional service and technical support for client portfolios. Manage account documentation, ensure regulatory compliance, and handle operational tasks such as account openings and reporting.
On-site · London
Support growth by prospecting and developing new client relationships through campaigns, referrals, and cold calling. Facilitate account openings and collaborate with specialists to provide total wealth planning for clients.
On-site · London
Support advisors by preparing and delivering comprehensive Total Wealth Plans to clients through deep discovery and strategy implementation. Champion a client-focused culture and assist in creating and delivering financial planning seminars.
On-site · Toronto
Provide comprehensive client service and administrative support to Relationship Managers to enhance the client experience and operational excellence. Manage account onboarding, portfolio administration, and business development activities while ensuring strict adherence to risk and compliance guidelines.
On-site · Saskatoon
Provide administrative support to Advisors and their teams, including onboarding new clients through digital account opening. Process client requests such as account transfers, deposits, withdrawals, and reporting while responding to inquiries in a timely manner.
On-site · Toronto
The role focuses on managing workstations, voice communications, and multi-functioning devices to ensure maximum operational efficiency within the branch. It involves acting as a liaison between branch staff and technical helpdesks to resolve issues and manage technology rollouts.
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 track business growth reports to help achieve financial targets.
Remote · Montreal, Quebec, Canada
Translate, adapt, and transcreate financial, investment, and marketing documents for French-speaking clients while ensuring brand consistency. Review internal and external translations to maintain high quality, accuracy, and linguistic uniformity.
On-site · Calgary
Provide administrative support to Advisors and their teams, including onboarding new client relationships through digital documentation. Process client requests such as account transfers, deposits, withdrawals, and reporting while responding to client inquiries.
On-site · Calgary
Provide administrative support to Advisors and their teams, including onboarding new client relationships through digital documentation. Process client requests such as account transfers, deposits, withdrawals, and tax reporting while responding to inquiries in a timely manner.
On-site · Calgary
Provide administrative support to Advisors and their teams, including onboarding new clients through digital account opening. Process client requests such as account transfers, deposits, withdrawals, and reporting while responding to inquiries in a timely manner.
On-site · Montréal
Focuses on generating and deepening high-value Wealth Management client relationships through strategic acquisition and portfolio management. Responsible for structuring customized credit solutions and collaborating with internal partners to meet client financial goals.
On-site · Montréal
Manage a portfolio of high-net-worth clients by providing personalized banking solutions and mitigating credit risks. Drive business growth through client acquisition, cross-selling financial products, and collaborating with internal partners to support wealth diversification strategies.
On-site · Calgary
The Administrative Associate supports Wealth Advisors by managing client administration, executing trades, and resolving client inquiries. They also provide marketing assistance and track reports to help grow the business and meet financial targets.
