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Title:  ScotiaMcLeod - Transition Specialist

 

Requisition ID: 244415

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. 

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

 

 

INTRODUCTION:

As a Transition Specialist your primary focus is to provide centralized administrative support for select Advisor teams.  The Transition Specialist will act as liaison between head office and Advisor teams.

 

WHAT YOU’LL BE DOING

In this role you will:

Provide effective administrative support in a centralized environment by: 

  • Gathering client and corporate account information and opening accounts, ability to complete complex account openings
  • Processing new account documentation and monitoring all outstanding documentation
  • Processing incoming client account transfer requests, adhering to regulatory deadlines
  • Scanning/transmitting documentation to Head Office
  • Ensure a high level of client service by maintaining and communicating status of all work in progress to Manager or Project Lead
  • Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules regarding client account documentation, account transfers, AML and ATF
  • Provide additional administrative support to advisor teams within the region
  • Identifying and escalating incidents of concern

Contribute to the effective functioning of the team by:

  • Building effective working relationships across teams, operations and head office contacts
  • Maintaining a high level of client service Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan

 

DO YOU HAVE THE SKILLS?

We’d love to work with you if you have:

  • Excellent written and verbal communication skills
  • Strong organizational skills
  • Ability to take initiative and work independently
  • Ability to meet deadlines
  • Knowledge of Microsoft systems: Word, Excel and PowerPoint
  • Previous industry experience
  • Secondary education
  • Bilingual in French is an asset

Working Conditions:

  • Travel within the province and country will be required occasionally
  • Flexible working with evening hours and weekends when required.

 

WHATS IN IT FOR YOU  

  • Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and  favourable employee rates for employee banking  
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers   
  • An organization committed to making a difference in our communities– for you and our clients  
  • An inclusive working environment that encourages creativity, curiosity and celebrates success   
  • Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device  

#SWM #LI-Onsite #LI-HA1

 

 

Location(s):  Canada : Ontario : Toronto 

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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