Title:  ScotiaMcLeod Assistant Branch Administrator - Montreal, QC

Requisition ID: 210184

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.

The Assistant BA is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies. This position may also be required to act as back up to the Branch Systems Administrator.

Is this role right for you? In this role, you will:

1. Assist in the management of branch support staff by:

• Resolving escalated issues
• Providing ongoing employee recognition
• Acting as a resource to provide information, contacts and direction for questions and escalation

1. Assist the Branch Management Team by:

• Completing all administrative duties, including filing, storage and report distribution
• Processing all expenses and following up on outstanding issues
• Building spreadsheets and maintaining databases as necessary
• Running or assisting management with New Issues
• Compiling documentation regarding compliance issues
• Co-ordinating and tracking daily and monthly supervision requests as directed by Branch Manager
• Maintaining compliance spreadsheets (Insider and Control Block, etc)
• Completing and submitting the Monthly Error Report
• Maintaining the Branch Research Distribution System
• Assisting with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
• Administering the branch client account (house accounts)
• Co-ordinating building facilities maintenance
• Scheduling branch meetings, including external speakers
• Assisting with interviews of support staff
• Ensuring the quality and efficiency of branch operations
• Onboarding of new experienced Advisors and their teams, by acting as a resource and liaison
• Working to resolve any issues on systems that have been escalated by Branch Systems Administrator (BSA)

1. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Ability to multi task
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Previous industry experience
• Post secondary education
• Investment Representative (IR) license is an asset or obtain license within 15 months of hire which includes:
  • Canadian Securities Course (CSC),    
  • Canadian Practices Handbook (CPH),
  • Investment Representative Training Program (IRT)
  • ScotiaMcLeod internal 30-Day training program

What's in it for you?

• We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
• We believe an inclusive and diverse work environment makes for happy and productive employees.
• We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

Location(s):  Canada : Quebec : Montreal 

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.