SWM Receptionist

Job summary

Greet and direct clients as the first point of contact, creating a welcoming impression and supporting the effective operation of the Scotia Wealth Management office. Take and relay messages, respond to and action client requests, and contribute to a customer-focused culture across the firm and its bank partners.

Job details

Requisition ID: 275980 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. BRIEF INTRODUCTION As the first point of contact, the Receptionist is a highly visible role, responsible for contributing to the overall success of Scotia Wealth Management’s multiple business lines and other Bank Partners, by greeting and directing clients; taking and relaying messages and responding to and actioning client requests. IS THIS ROLE RIGHT FOR YOU In The Role You Will Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM) Contribute to the effective operation of the Scotia Wealth Management office Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. We would love to work with you if you have: Superior customer service skills Financial Industry experience Strong organization with the ability to manage multiple priorities Strong written and oral communication skills What’s 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 #SWM Location(s): Canada : Alberta : Edmonton Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

What you’ll do

Greet and direct clients as the first point of contact, creating a welcoming impression and supporting the effective operation of the Scotia Wealth Management office. Take and relay messages, respond to and action client requests, and contribute to a customer-focused culture across the firm and its bank partners.

Requirements

Candidates should have superior customer service skills and experience in the financial industry. Strong organization, the ability to manage multiple priorities, and effective written and oral communication skills are also required.

Benefits

• Annual Incentive Plans
• Paid Time Off
• Pension Plan
• Employee Share Ownership Plan
• Favourable Employee Banking Rates
• Learning and Development

Listed skills

• Customer service · Preferred
• Organization · Preferred
• Multitasking · Preferred
• written communication · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Financial Industry Experience
• Organization
• Multitasking
• Written Communication
• Oral Communication
• Client Relationship Management
• Message Handling
• Client Request Management

Job areas

• Administrative
• Customer Service & Support
• Finance & Accounting

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