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:
Robust 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.