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Job Overview
Employment Type
Full-time
Compensation
Hourly
Work Schedule
Standard Hours
Benefits
competitive compensation
Annual incentive plans
Pension Plan
Employee share ownership plan
Favorable employee banking rates
Learning and development opportunities
inclusive work environment
Job Description
ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a distinguished full-service wealth management firm with a history dating back to 1921. Renowned for its commitment to service excellence and trusted financial advice, ScotiaMcLeod helps clients grow and protect their wealth by offering personalized solutions tailored to their unique financial pictures that encompass life, family, business, and future aspirations. As part of Scotia Wealth Management, the firm operates with a collaborative culture and a client-centric approach, ensuring that clients receive comprehensive support through investment, wealth planning, and advisory expertise.
ScotiaMcLeod's signature Enriched Thinking philosophy brings together specialists in investments, wealth ... Show More
ScotiaMcLeod's signature Enriched Thinking philosophy brings together specialists in investments, wealth ... Show More
Job Requirements
- High school diploma or equivalent
- Experience in financial or customer service environment
- Strong communication skills
- Ability to multitask effectively
- Proficient in basic computer applications
- Professional and approachable demeanor
Job Qualifications
- Experience in the financial industry
- Superior customer service skills
- Strong organizational skills
- Effective written and oral communication skills
- Ability to manage multiple priorities
Job Duties
- Greet and direct clients professionally
- Take and relay messages accurately
- Respond to and action client requests efficiently
- Create a positive and welcoming first impression
- Support effective office operations
- Champion a customer-focused culture
- Collaborate with multiple business lines
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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