Enriched Thinking® means seeing not only the big picture but all the little ones too.
Toronto, Ontario
Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it as your needs evolve. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®. http://bit.ly/socialdisclaim
On-site · Montréal
Provide administrative and client-service support to one or more Wealth Advisors, including processing client transactions and trades, responding to inquiries, resolving issues, and managing escalations. Coordinate marketing materials and events, maintain business tracking reports, and collaborate with internal contacts to support business growth and client relationships.
On-site
Greet and direct clients as the first point of contact, creating a welcoming impression and supporting the effective operation of the Scotia Wealth Management office. Take and relay messages, respond to and action client requests, and contribute to a customer-focused culture across the firm and its bank partners.
On-site · Victoria
Act as the first point of contact by greeting and directing clients and managing messages. Support the effective operation of the Scotia Wealth Management office while championing a customer-focused culture.