Job Description

Requisition ID: 175875

Cost Centre: MD Management Limited

We are committed to investing in our employees and helping you continue your career at Scotiabank.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Digital Wealth Associate to join our team.

This role is a temporary position for 12 months.

As a Digital Wealth Associate, you will be responsible for providing a high standard of client service for both internal and external clients. You will play a key role in prioritizing and responding to written and verbal customer account and system inquiries, trouble shooting, and ensuring issue resolution within established timeframes. You will also play a key role in onboarding and developing the client base.

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

• Actively respond to client requests, regarding MD products and services, with an eye to ensuring an optimal client experience
• Recommend appropriate solutions to transaction and other administrative issues, ensuring accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company
• Be responsible for the review and approval of managed account applications, ensuring completion and accuracy of the applications and update the online managed account program to ensure suitability of recommendations
• Ensure compliance with all industry regulations and MD Financial program and process requirements
• Play a key role in achieving established team targets and referral programs

The Must Haves:

• Bilingual (English/French) is required
• IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90- day training; Wealth Management Essentials (post-licensing requirement)
• Licensed with MFDA will also be considered
• Client service experience within the financial services industry
• An understanding of financial services rules and regulations

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

• The ability to model a positive and professional attitude and work ethic, successfully navigate change, and foster an appreciation for compliance with industry regulations
• A commitment to an exceptional client experience; regularly delivering an exemplary level of service
• The ability to work independently and as part of a broader team
• The ability to work in a high-paced environment with multiple and competing priorities
• A desire to learn and further your knowledge
• Proficiency with technology and digital communication platform

Location(s): Canada : British Columbia : Vancouver || Canada : Manitoba : Winnipeg || Canada : New Brunswick : Moncton || Canada : Ontario : Ottawa || 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 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 . 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.

Scotiabank