SW

Scotia Wealth Management

Verified Job Source

Enriched Thinking® means seeing not only the big picture but all the little ones too.

Toronto, Ontario

Financial Services
1,001–5,000 people

About

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

Open positions

SWM Receptionist

On-site · Saskatoon

The Receptionist serves as the first point of contact, greeting and directing clients while managing messages and requests. They contribute to the overall operation of the Scotia Wealth Management office and support multiple business lines.

ScotiaMcLeod Administrative Support Assistant

On-site · Calgary

Provide administrative support to Advisors and their teams, including onboarding new clients through digital account opening. Process client requests such as account transfers, deposits, withdrawals, and reporting while responding to inquiries in a timely manner.

ScotiaMcLeod Administrative Support Assistant - Saskatoon

On-site · Saskatoon

Provide administrative support to Advisors and their teams, including onboarding new clients through digital account opening. Process client requests such as account transfers, deposits, withdrawals, and reporting while responding to inquiries in a timely manner.