Senior Administrative Assistant, Scotia Financial Planning

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