Title: Service Centre Specialist
Requisition ID: 210486
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Service Centre Specialist is responsible for supporting Canadian Wealth Management (CWM) Advisors, Advisor teams, and clients with all service-related inquiries, Level 1 technology support, and matters of policy and procedures, with a specific expertise in complex operational and regulatory practices and initiatives.
Is this role right for you? In this role you will:
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Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
- Experience working in an investment trading environment including knowledge of Wealth Applications such as Broadridge, SCORE, WealthOne, and Salesforce is an asset
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset
- Licensed as an Investment Representative through CIRO is an asset
- Good understanding of existing client onboarding and maintenance rules, regulations, and processes
- Strong knowledge of the operational processes and systems used in support of Wealth Management business
- An ability to multi-task, change priorities and work in a high-volume, fast paced environment
- Effective communication skills both written and verbal
- Strong presentation skills
- An ability to work well in a team environment
- Bilingual (French/English) is preferred
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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Investment Banking, Bank, Banking, Technical Support, Finance, Bilingual, Technology