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Title:  ScotiaMcLeod Regional Associate - Vancouver Western Regional Office


Requisition ID: 156646

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.


Job Purpose

The Western Regional Associate has responsibility of providing administrative services to the Regional Director and Regional Manager Administration in the office. The incumbent provides accurate and timely administrative assistance in a professional, businesslike manner with minimal direction. The incumbent requires a very good understanding of procedures to work independently.
Key Accountabilities
•    Provide telephone support to the Regional Team.
•    Provide administrative support to the Regional Team (i.e. maintaining schedules, manage all travel arrangements, booking meetings and conference calls, interviews, etc.)
•    Responsible for supporting various processes and special projects as assigned by the Regional Director and Regional Manager Administration (i.e., preparation, and distribution of reports)
•    Assisting with implementing initiatives to the Western Region branches
•    Preparing materials for meetings.
•    Support all event coordination (i.e. conferences, branch meetings, regional workshops, conference calls, etc.)
•    Responsible for preparation and processing of all regional expenses.
•    Responsible for all administration and follow up on administration generated by the Branch Network and all members of the Regional Team (i.e., corporate expenses, photocopying, filing, etc.)
•    General office management (maintaining supplies, maintaining office equipment:  phones, printers, orders, etc.).
•     Ordering marketing material 
Functional Competencies
•    Excellent written and verbal communication skills 
•    Strong organizational skills
•    Ability to take initiative and work independently 
•    Ability to meet deadlines 
•    Knowledge of Microsoft systems; Word, Excel, PowerPoint


Education/ Experience
•    Secondary Education 
•    Financial Services Experience Preferred


Location(s):  Canada : British Columbia : Vancouver 

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.

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