SWM Receptionist, ScotiaMcleod, Montreal, QC

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.


The Scotia Wealth Management Receptionist contributes to the overall success of Scotia Wealth Management ensuring specific individual goals, plans, initiatives are executed in support of the business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.


As the first point of contact, the Receptionist is a highly visible role, responsible for contributing to the overall success of Scotia Wealth Management’s multiple business lines and other Bank Partners, by greeting and directing clients; taking and relaying messages and responding to and actioning client requests.


Is this role right for you? In this role you will;

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM)
Welcome and interact with clients as the first point of contact; escorting or directing to the appropriate Relationship Manager, ensuring the are comfortable, offering beverage etc.
Receive all visitors, in person and phone calls, and respond or forward to the appropriate individual for timely response
Present a professional business image and positive demeanor and ensure the Office presents a professional image
Provide every client with service that demonstrates respect and knowledge, in a manner that makes the client feel welcome and shows that their business is appreciated
Manage incoming and outgoing correspondence
Receive, sort and prioritize mail, taking notice of required actions and due dates to ensure timeliness of responses and required actions
Perform daily mailroom duties and ensure all documents and/or deliveries accurately reach employees
Accept and arrange for couriers to ensure timely distribution of packages/documents
Coordinate the receiving/processing of Head Office shipments and deliveries
Manage and maintain meeting rooms schedule
Coordinate meeting rooms and conference calls ensuring action items and deliverables are completed
Arrange catering needs/lunch meetings as required
Ensure client rooms are set-up to professional standards and post meeting clean-up is completed
Coordinate any special events as required (for branch staff and clients)
Contribute to the effective operation of the Scotia Wealth Management office
Coordinate internal communication to staff, including maintenance of internal documents
Organize and maintain various filing systems to track and store data and documentation and allow for easy retrieval of information
Maintain office supplies inventory at appropriate levels and ensure timely ordering and, distribution and that all storage areas are properly stocked
Assist with security related activities and key holder responsibilities, including producing security badges, open/close of the office, and liaising with building security
Manage communal kitchen – order supplies, ensure it is kept clean
Liaise with office equipment vendors for maintenance as needed
Assist with special projects and other administrative functions as needed
Ensure work is controlled throughout the day to contribute to the efficient operations of the Office
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high performance environment and contributes to an inclusive work environment.