Requisition ID: 209620
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results. You'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.

Purpose:

Contributes to the overall success of ScotiaMcLeod Sales Management in Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

WHAT YOU'LL BE DOING:

Accountabilities:

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Provide knowledgeable support to management and staff and ensure all HR and ScotiaMcLeod policies are administered in a manner consistent with Scotiabank Standards and procedures:
• Ensure the Service Level Agreements are consistently met
• Provide expert service by accurately communicating HR and SM policy and procedural changes.
• Maintain confidentiality of employee information.
• Ensure the timely escalation and upwards referral of unresolved/unusual inquiries/outstanding issues.
• Develop a detailed understanding of SM Compensation Policies & Procedures
• Promptly investigate and respond to inquiries, resolving exceptions and performing timely corrections
• Provide support on Sales Management policy support, projects and initiatives
• Contribute to projects and execution of projects
• Champions a high performance environment and contributes to an inclusive work environment.
  

DO YOU HAVE THE SKILLS?:

• Post Secondary preferred; Accounting/Payroll experience preferred
• Brokerage experience an asset
• Good knowledge of wealth management concepts; financial instruments
• Strong Excel skills
• Strong interpersonal and communication (written and verbal) skills to effectively work with stakeholders, partners and management.
• Highly professional, able to exercise discretion when working with sensitive and confidential information.
• Proactive, self-starting, results-oriented and highly motivated

WHAT'S IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• 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.

#LI-Onsite #LI-HA1

Location(s): 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.