Financial Planning Administrative Support Role (Vancouver)

Financial Planning Administrative Support Role (Vancouver)

03 Oct
|
Scotiabank
|
Vancouver

03 Oct

Scotiabank

Vancouver

Step into a rewarding role as an Administrative Assistant with Scotiabank, supporting Financial Planners in British Columbia. Play a vital part in enhancing client relationships and driving operational excellence in a hybrid setup.In this position with the Scotia Financial Planning Team, you will enable Financial Planners to grow their business and sharpen client experiences. Your daily activities will involve managing administrative responsibilities and fostering a client-focused approach to service delivery.



This role suits organized individuals eager to collaborate in a vibrant team environment to achieve success.Key Responsibilities:Facilitate superior client relationships to enhance service qualityAssist with operational tasks to improve business outcomesSupport the execution of business growth initiativesDevelop cross-functional partnerships to optimize effectivenessAdhere to operational risk protocols and compliance standardsRequirements:Solid organizational and detail-oriented skillsExperience in a financial planning or sales roleRequired mutual fund licensingBilingual English and French is preferredPost-secondary degree in business or equivalent experienceBring your expertise in client interaction and operational management to Scotiabank and influence our wealth management success.

📌 Financial Planning Administrative Support Role (Vancouver)
🏢 Scotiabank
📍 Vancouver

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