The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team ... Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team ... Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
... risk management or internal control, IT, project oversight, system implementation, finance ... accounting) is preferred * Knowledge of PCAOB audit standards with respect to IT controls would be ...
... risk management or internal control, IT, project oversight, system implementation, finance ... accounting) is preferred * Knowledge of PCAOB audit standards with respect to IT controls would be ...
... risk management or internal control, IT, project oversight, system implementation, finance ... accounting) is preferred * Knowledge of PCAOB audit standards with respect to IT controls would be ...
... risk management or internal control, IT, project oversight, system implementation, finance ... accounting) is preferred * Knowledge of PCAOB audit standards with respect to IT controls would be ...
Financial Planner
Calgary, AB ยท On-site
CA$45.50K - CA$84.50K/yr
As a BMO Financial Planner you will be part of a collaborative team and have access to a strong ... Take measured risks while protecting the bank by applying our Risk Management Framework in the ...
Financial Planner
Calgary, AB ยท On-site
CA$45.50K - CA$84.50K/yr
As a BMO Financial Planner you will be part of a collaborative team and have access to a strong ... Take measured risks while protecting the bank by applying our Risk Management Framework in the ...
Financial Planner
Calgary, AB ยท On-site
CA$45.50K - CA$84.50K/yr
As a BMO Financial Planner you will be part of a collaborative team and have access to a strong ... Take measured risks while protecting the bank by applying our Risk Management Framework in the ...
Financial Planner
Calgary, AB ยท On-site
CA$45.50K - CA$84.50K/yr
As a BMO Financial Planner you will be part of a collaborative team and have access to a strong ... Take measured risks while protecting the bank by applying our Risk Management Framework in the ...
Financing Specialist
Red Deer, AB ยท Hybrid
Proven understanding of financial, risk and credit analysis/structuring in support of exceptional client relationship management * Strong organizational skills, ability to manage multiple tasks while ...
Financing Specialist
Red Deer, AB ยท Hybrid
Proven understanding of financial, risk and credit analysis/structuring in support of exceptional client relationship management * Strong organizational skills, ability to manage multiple tasks while ...
As a federal Crown corporation, we provide financing, knowledge resources and business management ... Your work will help assess, monitor, and mitigate credit risk throughout FCC, as models are ...
As a federal Crown corporation, we provide financing, knowledge resources and business management ... Your work will help assess, monitor, and mitigate credit risk throughout FCC, as models are ...
Business Management Lead - Integrated Engineering
Calgary, AB ยท Hybrid
CA$120K - CA$190K/yr
Leadership: align subunit efforts with Barr's strategic priorities, BU goals, financial health, and risk management practices; review BU metrics and develop best practices to share with officers ...
Business Management Lead - Integrated Engineering
Calgary, AB ยท Hybrid
CA$120K - CA$190K/yr
Leadership: align subunit efforts with Barr's strategic priorities, BU goals, financial health, and risk management practices; review BU metrics and develop best practices to share with officers ...
Finance Manager
Sherwood Park, AB ยท On-site
CA$80K - CA$85K/yr
Support customer credit reviews, credit applications, and ongoing credit risk management activities ... Support the Financial Controller in developing, implementing, and maintaining internal controls ...
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Finance Manager
Sherwood Park, AB ยท On-site
CA$80K - CA$85K/yr
Support customer credit reviews, credit applications, and ongoing credit risk management activities ... Support the Financial Controller in developing, implementing, and maintaining internal controls ...
... g. risk management or internal control, IT, project oversight, system implementation, finance, accounting) is preferred * Knowledge of PCAOB audit standards with respect to IT controls would be an ...
... g. risk management or internal control, IT, project oversight, system implementation, finance, accounting) is preferred * Knowledge of PCAOB audit standards with respect to IT controls would be an ...
... g. risk management or internal control, IT, project oversight, system implementation, finance, accounting) is preferred * Knowledge of PCAOB audit standards with respect to IT controls would be an ...
... g. risk management or internal control, IT, project oversight, system implementation, finance, accounting) is preferred * Knowledge of PCAOB audit standards with respect to IT controls would be an ...
... for Risk Management, and other internal requests). Who You Are: * Related university degree and CPA designation with 7+ years of progressive accounting and/or FP&A experience, ideally within a ...
... for Risk Management, and other internal requests). Who You Are: * Related university degree and CPA designation with 7+ years of progressive accounting and/or FP&A experience, ideally within a ...
The program will be grounded in widely adopted AI risk and governance frameworks and will ... About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide ...
The program will be grounded in widely adopted AI risk and governance frameworks and will ... About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide ...
Financial Planner - Edmonton
CA$60K - CA$70K/yr
The Financial Planning team understands that helping clients set and achieve their financial goals ... Maintain a culture of risk management and control, supported by aligned risk appetite * Participate ...
Financial Planner - Edmonton
CA$60K - CA$70K/yr
The Financial Planning team understands that helping clients set and achieve their financial goals ... Maintain a culture of risk management and control, supported by aligned risk appetite * Participate ...
Professional certifications such as CIP and/or CRM are considered an asset. * 3+ years' experience ... Wellness program with tools and resources supporting your mental, physical, and financial wellbeing ...
Professional certifications such as CIP and/or CRM are considered an asset. * 3+ years' experience ... Wellness program with tools and resources supporting your mental, physical, and financial wellbeing ...
Freelance CFO
Edmonton, AB ยท On-site
Responsible for all financial functions of the organization - financial reporting, tax, treasury, capital structure, risk management * Work with the senior executive team of the organization and ...
Freelance CFO
Edmonton, AB ยท On-site
Responsible for all financial functions of the organization - financial reporting, tax, treasury, capital structure, risk management * Work with the senior executive team of the organization and ...
Freelance CFO
Calgary, AB ยท On-site
Responsible for all financial functions of the organization - financial reporting, tax, treasury, capital structure, risk management * Work with the senior executive team of the organization and ...
Freelance CFO
Calgary, AB ยท On-site
Responsible for all financial functions of the organization - financial reporting, tax, treasury, capital structure, risk management * Work with the senior executive team of the organization and ...
Financial Planner - Hollick Kenyon
Edmonton, AB ยท On-site
CA$60K - CA$70K/yr
The Financial Planning team understands that helping clients set and achieve their financial goals ... Maintain a culture of risk management and control, supported by aligned risk appetite * Participate ...
Financial Planner - Hollick Kenyon
Edmonton, AB ยท On-site
CA$60K - CA$70K/yr
The Financial Planning team understands that helping clients set and achieve their financial goals ... Maintain a culture of risk management and control, supported by aligned risk appetite * Participate ...
Financial Planner - Chinook Centre
Calgary, AB ยท On-site
CA$60K - CA$70K/yr
The Financial Planning team understands that helping clients set and achieve their financial goals ... Maintain a culture of risk management and control, supported by aligned risk appetite * Participate ...
Financial Planner - Chinook Centre
Calgary, AB ยท On-site
CA$60K - CA$70K/yr
The Financial Planning team understands that helping clients set and achieve their financial goals ... Maintain a culture of risk management and control, supported by aligned risk appetite * Participate ...
Financial Planner - Whyte Ave
CA$60K - CA$70K/yr
The Financial Planning team understands that helping clients set and achieve their financial goals ... Maintain a culture of risk management and control, supported by aligned risk appetite * Participate ...
Financial Planner - Whyte Ave
CA$60K - CA$70K/yr
The Financial Planning team understands that helping clients set and achieve their financial goals ... Maintain a culture of risk management and control, supported by aligned risk appetite * Participate ...
Financial Risk Management information
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Posted 15 days ago
Job description
Requisition ID: 255445ย
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Introduction Paragraph
ย
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.ย 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.ย 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.ย ย ย ย ย
Is This Role Right for You?
ย
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!ย The Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team.ย
- 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.ย
- 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.ย ย
- 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.
Location(s): ย Canada : Alberta : Calgaryย
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.ย ย
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 ourย 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.
About Scotiabank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US