Requisition ID: 235029

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.

 

PURPOSE:

 

The Senior Transition Specialist's primary focus is to provide centralized onboarding and administrative support for select Advisor teams.

 

WHAT YOU’LL BE DOING

In this role you will:

Provide effective onboarding and administrative support in a centralized environment by: Gathering client and corporate account information Client account opening with the ability to complete complex account type documentation Processing and reviewing account documentation Processing incoming client account transfer requests, adhering to regulatory deadlines Ensure a high level of service by maintaining and communicating status of all work in progress to Team Lead and/or Project Lead Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules regarding client account documentation, account types, account transfers, AML and ATF Provide additional administrative support to advisor teams within the region 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

 

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 Flexibility to travel within the province and country will be required occasionally Flexibility working with evening hours and weekends when required

 

WHATS IN IT FOR YOU

At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. 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 – free access to Scotia Academy to upskill and develop your skills.

#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.