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Title:  Bilingual (English/French) Investment Support Officer

 

 

 

Requisition ID: 191370

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

 

Purpose 
Contributes to the overall success of the RESP Centre / Retail and Business Service Centre / Global Operations, in Canada, globally ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. 
 
Accountabilities  

  • Contribute to the overall success of the RESP Centre in areas of Customer, Financial, Operations and People.
  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. 
  • Prioritize and assist with daily workloads to ensure Service Level Agreements are achieved.
  • Effectively, efficiently and accurately review, process and verify transactions; within assigned limits, for Scotia RESP and RDSP (both basic and comprehensive requests), ensuring that ESDC / CRA / MRQ regulations governing these products are adhered to and that Bank losses are avoided.   
  • Being accountable for your own development to acquire and maintain an in-depth knowledge of all RESP / RDSP products, processes and policies; along with government regulations, and service systems (ie. RPM, IPUI, AS400).
  • Support colleagues with their training and cross-training.
  • Provide support and guidance to our internal and external partners ensuring a high level of professionalism is maintained during each interaction.
  • Maintain accurate and valuable trending and tracking information, as required.
  • Supporting the implementation of required changes (ie. policy, process, systems, etc.).
  • Provide coverage on a variety of functions within the unit as determined by the day to day operational requirements. 
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. 
  • Actively pursue effective and efficient operations of his/her respective area, 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.  
  • Provides support to branches and external partners via our inbound call queue and general inboxes 

          
Dimensions 

  • Supporting processing, vetting, verification and telephone support for all Canadian Branches, and Wealth Management Contact Centres.
  • Internal Partners – Branch, WMCC, Retail Deposit & Services, Investment Support, Change Initiatives, RSC Stratford
  • External Contacts – ESDC, CRA, Lawyer/Trustee Offices, other Financial Institutions, Fund Companies  
  • Systems: RPM, IPUI, Intralink, FFT, AS400, Microsoft Office 
  • RESP Portfolio July 2019  - approximately $2.7 Billion (197,254 plans)  
  • RDSP Portfolio July 2019 – approximately $245 million (12,025 plans)

 
 Education and Experience 

  • High School Diploma 
  • Demonstrate a commitment to deliver exceptional service in every interaction 
  • Thorough knowledge of Microsoft Office applications (Excel, Word, Outlook) and excellent keyboarding skills   
  • Detail oriented and thorough; maintaining an elevated level of accuracy  
  • Excellent oral and written communication skills  
  • Flexibility and good organizational skills required for rotating priorities and constantly changing environment (procedural/system changes) 
  • Motivated and work well within a team environment; fostering a positive environment 
  • Minimum 1 year of relevant working experience preferably in an financial industry 

 

Working Conditions 

  • Work in a standard office-based environment; non-standard hours are a common occurrence.  Limited travel domestically.
  • High volume, fast paced environment
     

 

Location(s):  Canada : Ontario : Stratford || Canada : Ontario : Kitchener || Canada : Ontario : London || 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.


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