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As an Administrative Assistant, you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets.  Within this partnership model, you are an essential resource in the successful execution of day-to-day operational activities including, providing timely support, and delivering exceptional client experiences.  In addition to enabling the growth and servicing of the Financial Planners client-base, you will be responsible to support and contribute to a national Administration team.      

Is This Role Right for You?

The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams!  The Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team. 

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Responsible to execute on capacity enablers (National Practice Standards) for Financial Planner to grow their business portfolios.
• Support operational excellence through the execution of day-to-day administrative tasks and activities. 
• Influence a service excellence culture through the delivery of exceptional client experiences.
• Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Do You Have the Skills?

• Self-motivated and disciplined with solid organizational and effective task prioritization skills.
• Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
• Outstanding interpersonal, communication and listening skills (empathetic skills).
• Ability to build rapport, establish trust and communicate effectively.
• Ability to work in a faced-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
• Excellent team player with the ability to work independently.
• Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.
• Solid understanding of the investment sales process, gained through experience in financial planning/sales role, and familiarity with the interrelationships among people, products, processes, and technology.
• Post-secondary degree in business or a related field, or equivalent working experience.  
• Mutual Fund License is required.
• Bilingual in English and French is an asset.

What’s In It for You?

• You’ll be part of an inclusive and collaborative working environment that encourages creativity, curiosity and celebrates success.
• You’ll have the ability to make a lasting impact on clients.
• You’ll have the opportunity to make a significant impact, as you will contribute to revenue generation and growth.
• You’ll work with and learn from a diverse and talented team of administrative assistants, leading Financial Planners, and successful Sales Leaders.
• Supportive environment with coaches that are inspired to help you exceed your goals.
• Primarily work from home role with a mix of in-office work as required by business needs.

“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 : Quebec 

Overview

The Organizational Change Specialist, reporting to the Manager, Change & Enablement will lead organizational change support for a variety of projects, both new and existing. They will do this while working closely with stakeholders and project team members to create and execute change strategies/plans that maximize employee adoption and minimizes disruption/ resistance for project-based changes.

The Job Advertisement Template - General will also assist with the development, creation and execution of communications and training plans, as well as assess change impacts and prepare risk mitigation tactics.

This is a remote position that may require occasional travel to our corporate office in Fredericton and Hartland, New Brunswick.

How You’ll Help:

Strategy Development & Stakeholder Engagement
•    Collaborating with stakeholders to understand organizational goals and objectives.
•    Developing change management strategies and plans to support the implementation of organizational changes.
•    Conducting impact assessments to identify potential risks and challenges associated with change initiatives.
•    Assists with the sustainment/Business as Usual model (Super User Model)
•    Engaging, guiding, and coaching key stakeholders, including leadership, sponsors, and change champions, on OCM best practices.
Change Implementation & Support:
•    Collaborating with project teams to integrate change management activities into project plans.
•    Coordinating and supporting the execution of change initiatives across different departments or teams.
•    Tailoring communication materials and key messages to effectively engage and inform stakeholders throughout their change journey.
•    Creates and presents Change Plans 
•    Build detailed plan for the support network (ex: SMEs, Super Users, etc.) and ensure support net-work individuals are identified from all required areas.
•    Prepares materials for the onboarding, kick off, touch points, demos, etc. for all identified functional support network members. 
•    Partner with our Marketing and Communications department to provide communications support through the creation, editing and execution of communications as per the communication plan

Training and Resource Development:
•    Assessing the impacts of change on different stakeholder groups and supporting the identification of training requirements.
•    Coordinating the build of appropriate training and resources to meet the unique needs of team members.
•    Monitoring and evaluating the effectiveness of training programs and making necessary adjustments.
•    Assists in Training Logistics and Trainer Selection

Your Skills & Experience:

•    Relevant post-secondary education, such as Business, Communications, Organizational Development, Adult Education or Human Resources, or a combination of education and experience will also be considered.
•    Prosci® certification or equivalent certification from accredited institution is considered an asset 
•    2-5+ years related experience in Organizational Change Management or a supporting perspective project environments in a communications, training or analysis capacity
•    Experience working on large & small scale projects is considered an asset 
•    Experience applying and/or knowledge of change management principles, methodologies and tools is considered an asset
•    Experience facilitating and guiding group workshops of various sizes and audience makeups.
•    Acute business acumen and understanding of organizational issues and challenges.
•    Highly Organized with the ability to support team members
•    Ability to work well independently as part of a virtual team.
•    Ability to establish and maintain strong relationships with stakeholder and project team members.
•    Strong proficiency in MS Office
•    Exceptional communication skills – both written and verbal
•    English required, French is considered an asset
•    Able to work independently while ensuring alignment with team members
•    Subject to a criminal background check prior to employment
•    Up to 10 percent travel may be required. 
•    Busy office environment with extensive computer work and handling of documentation
•    May be required to visit other locations, including offices, terminals, maintenance shops, etc.  
•    This position is a hybrid position that will be based remote with the expectation of scheduled office work times throughout the year

What is the opportunity?

RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner – High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.

What will you do?

• Oversee the efficiency of day-to-day operations

• Fulfill administrative duties: Printing, packaging ,and mailing of client reports

• Manage specialist calendars and meeting materials

• Complete monthly expense reports

• Maintain and order equipment and supplies

• Manage files and records, and complete travel arrangements

• Assist with preparations for business seminars and special events  

What do you need to succeed?

Must have:

• A minimum of two years of experience in a similar position in the financial industry

• Strong working knowledge of Microsoft Office

• Effective written, verbal and electronic communication skills

• Self-motivated and able to work with minimal supervision

• Ability to work effectively with others and be perceived as a team player

• Ability to work under pressure to meet deadlines

• Good attention to detail and Strong time management skills

• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.

Nice to have:

• IFIC

• CSC

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:

• A world-class training program in financial services

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to take on progressively greater accountabilities

• Ability to make a difference and lasting impact  

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

Regular

Salaried

2024-07-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Overview

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Overview

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Weekly Hours: Call-in 

Salary Range: $24.26 to $26.75 CAD per hour (2025 rates)