At a Glance
- Tasks: Support Financial Planners and manage day-to-day administrative activities.
- Company: Join Scotiabank's Scotia Financial Planning Team in Edmonton.
- Benefits: Work-from-home flexibility with required in-office client meetings.
- Other info: Opportunity to build cross-functional partnerships and enhance your financial planning knowledge.
- Why this job: Make a difference in client experiences while growing your career.
- Qualifications: Strong organizational skills and a post-secondary business degree.
The predicted salary is between 42750 - 52250 $ per year.
Support Financial Planners with client relationships and operational excellence as an Administrative Assistant at Scotiabank in Edmonton.
This is primarily a work-from-home role with required in-office client meetings.
Scotiabank's Scotia Financial Planning Team seeks a self-motivated Administrative Assistant to support wealth management business acquisitions and target-market relationships.
You will coordinate day-to-day administrative activities, enable Financial Planner portfolio growth, and contribute to the national Administration team.
The position emphasizes client experiences, business controls, and cross-functional partnerships.
Key Responsibilities
- Support Financial Planners developing wealth management business acquisitions
- Execute National Practice Standards capacity enablers
- Complete day-to-day administrative tasks and activities
- Deliver exceptional client experiences and service excellence
- Build cross-functional partnerships supporting business outcomes
Requirements
- Strong organization, prioritization, processing, and inputting skills
- Excellent interpersonal, communication, listening, and rapport-building abilities
- Investment sales process understanding and financial planning experience
- Post-secondary business degree or equivalent working experience
- Required Mutual Fund License and hybrid availability
Bring administrative discipline, client focus, and investment sales knowledge to support Financial Planners and Scotiabank clients in Edmonton.
Wealth Management Administrative Assistant in Edmonton employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
