Jobs
>
Ottawa

    MD Financial - Ottawa, Canada - Scotiabank

    Scotiabank
    Scotiabank Ottawa, Canada

    3 weeks ago

    Scotiabank background
    InternshipSHIP
    Description

    Requisition ID: 198382

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

    MD Financial - Client Reporting Administrator - Internship/Co-OpFall months: September - December)

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

    At MD Financial Management, we help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.

    Reporting directly to the Manager, Estate & Trust Administration, the Reporting Administrator will perform various administrative duties to facilitate the receipt, scanning & mailing of client correspondence and regulatory client reports such as confirmation slips, duplicate statements, duplicate tax slips, and prospectuses. Prepping, scanning and indexing of legal and non-legal documents, sorting and distribution of daily mail, responding to email inquiries related to these tasks.
    The incumbent will work in conjunction with other members of the Essential Services Team to deliver the highest standard of quality service and to support our internal and external staff.

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

    • Prep, scan and index new wills, Estate, Trust & POA's
    • Respond to email inquiries from internal and front office staff
    • Distribute, sort, scan and file daily mail
    • Manage client correspondences
    • Respond to requests for cheques, tax, and confirmation slips.
    • Other duties as assigned

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

    • All interested applicants must be enrolled in a program with a post-secondary educational institution.
    • Computer skills including proficiency in MS Word, MS Excel and MS Outlook
    • Experience in a client service environment, preferably in the financial services industry
    • Excellent organizational skills and high degree of accuracy and quality
    • Demonstrated ability to meet deadlines
    • Ability to be flexible and to work in team environment

    What's in it for you?

    • You'll be part of a diverse, collaborative, innovative, and high-performing team.
    • In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed
    • Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more
    • Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

    How do I apply?

    Please complete all three steps below:
    1. Complete your PLUM Profile here and save as a screenshot.
    2. Complete a short one-way video interview here.
    3. Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile.

    *To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all three steps above.

    Deadline to apply: 05/24/24

    Location(s): Canada : Ontario : Ottawa

    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 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.

  • MD Financial Management

    Financial Consultant

    4 weeks ago

    MD Financial Management Ottawa, Canada

    Requisition ID: 197699 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial ...

  • MD Financial Management

    Financial Advisor

    4 days ago

    MD Financial Management Ottawa, Canada

    Requisition ID: 187418 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial ...

  • MD Financial Management

    Financial Consultant

    3 weeks ago

    MD Financial Management Ottawa, Canada

    Requisition ID: 197699 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial ...

  • MD Financial Management

    MD Financial

    3 weeks ago

    MD Financial Management Ottawa, Canada

    Requisition ID: 198380 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Financial - Account Administration Officer Internship/Co-Op · Fall months: September - December) · Join a purpose driven winning team, committed ...

  • Grandmaster Financial Planning / DFSIN Ottawa

    Financial Advisor

    3 weeks ago

    Grandmaster Financial Planning / DFSIN Ottawa Ottawa, Canada

    **Conseiller financier / Analyste (0-3 ans d'expérience) - Temps plein** · 100 % en bureau. Ottawa. · Grandmaster planification financière | Réseau indépendant de Sécurité financière Desjardins · **Introduction**: · Rejoignez notre mission chez Grandmaster planification financièr ...

  • MD Financial Management

    Associate Financial Consultant

    2 weeks ago

    MD Financial Management Ottawa, Canada

    Is this role right for you? · In this role you will: You will build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what's important to them. You'll recommend an approach based on their level of understanding and in ...

  • CIBC

    Financial Planning Consultant

    4 weeks ago

    CIBC Ottawa, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • CIBC

    Financial Services Associate

    3 weeks ago

    CIBC Ottawa, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • Desjardins Financial Security Independent Network - Ottawa #118

    Financial Advisor

    1 day ago

    Desjardins Financial Security Independent Network - Ottawa #118 Ottawa, Canada

    FINANCIAL ADVISOR Desjardins Financial Security Independent Network BECOME YOUR OWN BOSS · Being an independent financial services professional means that you are your own boss Find out what this actually means. · Independence · You decide how to manage your time and organize yo ...

  • MD Financial Management

    Regional Accounts Financial Consultant 1

    3 days ago

    MD Financial Management Ottawa, Canada

    Requisition ID: 195832 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial ...

  • Desjardins Financial Security Independent Network - Ottawa #118

    Financial Planner Assistant

    3 days ago

    Desjardins Financial Security Independent Network - Ottawa #118 Ottawa, Canada

    Financial Planner Assistant · Our company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below. · This position is an advisor support position that provides technical support to a le ...

  • Blue Zones Financial Solutions

    Associate Financial Planner

    3 days ago

    Blue Zones Financial Solutions Ottawa, Canada

    Job Description Associate Financial Planner Location Ottawa, ON : · Associate Financial Planner - Relationship Management, Advice, & Business Development · Are you an extremely motivated and driven person who LOVES the art of helping others, coaching, and continuous growth and pe ...

  • CIBC

    Financial Services Representative II

    2 weeks ago

    CIBC Ottawa, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • ADGA Group Consultants Inc

    Financial Analyst

    3 weeks ago

    ADGA Group Consultants Inc Ottawa, Canada

    Company Description · **Description de l'entreprise** · ADGA fournit une vision stratégique, une technologie de classe mondiale et un service d'excellence dans le domaine de la défense, de la sécurité et de l'informatique d'entreprise à des clients du gouvernement fédéral, d'autr ...

  • CAPCORP Financial

    Financial Advisor

    1 week ago

    CAPCORP Financial Ottawa, Canada

    CAPCORP Financial Corporation is one of Canada's leading independent financial services companies. We help business owners maximize the value of their greatest asset - their business. Employing leading experts in the fields of retirement planning, estate planning, succession plan ...

  • 6211534 CANADA INC.

    CFO (chief financial officer) - financial, communications and other business services

    3 days ago

    6211534 CANADA INC. Ottawa, Canada Plein temps

    Education: · Expérience: · Education · Bachelor's degree · Experience · 5 years or more · Durée de l'emploi: Permanent · Langue de travail: Anglais · Heures de travail: 40 hours per week · ...

  • ADGA Group Consultants Inc

    Financial Analyst

    9 hours ago

    ADGA Group Consultants Inc Ottawa, Canada

    Company Description · **Description de l'entreprise** · ADGA fournit une vision stratégique, une technologie de classe mondiale et un service d'excellence dans le domaine de la défense, de la sécurité et de l'informatique d'entreprise à des clients du gouvernement fédéral, d'autr ...

  • beBee Professionals

    Financial Planning and Analysis

    1 week ago

    beBee Professionals Ottawa, Canada Investment Bankers Freelance

    Job Title: Financial Planning and Analysis (FP&A) Analyst · Location: Ottawa, ON · Job Summary: · The Financial Planning and Analysis (FP&A) Analyst will be responsible for providing financial analysis and support to the organization. The FP&A Analyst will be responsible for deve ...

  • Scotiabank

    Bilingual Associate Financial Consultant Digital Channels

    3 weeks ago

    Scotiabank Ottawa, Canada

    Requisition ID: 193264 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associat ...

  • MD Financial Management

    Financial Consultant

    1 week ago

    MD Financial Management Ottawa, Canada

    Requisition ID: 196530 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial ...