Requisition ID: 229354

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Scotia Financial Planning (SFP) team is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams!  The Financial Planner, Senior Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team. 

Is this role right for you?  In this role, you are:

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Support operational excellence through the execution of day-to-day activities such as: Create, prepare, and maintain new and existing client records within the Customer Relationship Management tool (Salesforce), including the consistent application of the ‘Salesforce 8’ framework.
• Influence a service excellence culture through the delivery of exceptional client experiences
• Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes
• Provide support in the development and execution of an effective sales enablement strategy and recommend opportunities to enable business vision/goals
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Do you have the Skills? We would love to work with you if you have:

• Self-motivated and disciplined with solid organizational and effective task prioritization skills.
• Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
• Outstanding interpersonal, communication and listening skills (empathetic skills).
• Ability to build rapport, establish trust and communicate effectively.
• Ability to work in a faced-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
• Excellent team player with the ability to work independently. 
• Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.
• Ability to effectively guide and motivate others towards achieving their goals, while fostering positive relationships.
• Working knowledge of the various sales tools and technology platforms (e.g., Salesforce, IntraLink, IP, Blueprint, Morningstar, etc.) is an asset.
• Previous experience working as an administrative assistant, supporting advisor-facing roles is an asset.
• Bilingual in English and French is an asset.

Working Conditions: Working Conditions:

• Work in a standard office-based environment including heavy computer usage; non-standard hours are a common occurrence.  Limited to moderate travel domestically across Canada can be anticipated.

Location(s):  Canada : British Columbia : Vancouver || Canada : Alberta : Calgary || Canada : Ontario : Toronto 

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.