Senior Administrative Assistant, Scotia Financial Planning
Vancouver, British Columbia 8 days ago
Job Description
Requisition ID:
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:
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Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
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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.
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Influence a service excellence culture through the delivery of exceptional client experiences
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Be a Trusted Business Partner; build cross:functional partnerships to optimize business outcomes
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Provide support in the development and execution of an effective sales enablement strategy and recommend opportunities to enable business vision/goals
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Understand how the Bank's risk appetite and risk culture should be considered in day:to:day activities and decisions.
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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.
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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:
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Self:motivated and disciplined with solid organizational and effective task prioritization skills.
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Strong processing and inputting skills coupled with a high attention to detail and follow:through capabilities.
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Outstanding interpersonal, communication and listening skills (empathetic skills).
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Ability to build rapport, establish trust and communicate effectively.
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Ability to work in a faced:paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
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Excellent team player with the ability to work independently.
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Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.
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Ability to effectively guide and motivate others towards achieving their goals, while fostering positive relationships.
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Working knowledge of the various sales tools and technology platforms (e.g., Salesforce, IntraLink, IP, Blueprint, Morningstar, etc.) is an asset.
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Previous experience working as an administrative assistant, supporting advisor:facing roles is an asset.
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Bilingual in English and French is an asset.
Working Conditions: Working Conditions:
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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 Canada : Alberta : Calgary 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 inve
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