Job Description

Is this role right for you?

In this role you will:
  • Review documentation for completeness and accuracy, ensuring compliance with regulatory requirements for all requests or submitted documents, using various applications

  • Support various mid-office functions and ensure superior service is provided to Scotiatrust, Private Investment Counsel, and Canadian Wealth Management branches while working closely with internal and external groups that support these businesses

  • Assist management in the development and delivery of innovative solutions and improved processes, to allow the businesses to focus on client service and business growth

  • Provide exceptional client service support on Client Onboarding related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures

  • Ensure the effective delivery of operational and administrative support to Canadian Wealth Management branches
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