Onboarding Support Specialist

Requisition ID: 268365

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

As an Onboarding Support Specialist, you will be responsible for providing support to the Canadian Wealth Management (CWM) businesses in all account opening & maintenance activities. You will provide direction and support on matters of policy and procedures, with specific expertise in complex areas of Anti-money Laundering, QI (IRS), FATCA, CRS, KYC, CIRO & REG 1300 regulations.

Is this role right for you? In this role you will:

Provide first line support on various account opening & maintenance related queries

Provide prompt, accurate and exceptional support to CWM advisor teams, branch staff and Branch Managers

Liaise with Head Office departments, including but not limited to, National Supervision, Sales Management, and the ScotiaWealth Service Centre to assist CWM businesses with questions or issues related to onboarding

Exercise discretion in correcting problems promptly and indefensibly, ensuring all operational and support issues are escalated when needed

Provide expertise, leadership, direction, and support of all internal onboarding audits for all Wealth businesses working with Senior Auditors and Senior Business Executives

Support the business by conducting a variety of data processing related tasks

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

University degree required

Minimum 2 years’ experience in wealth management or operations

Good Knowledge of Broadridge, HOD, WealthOne, Salesforce, Score, COLD

Intermediate to advanced MS Office, Visio, excel, project skills, Adobe Acrobat Professional

Canadian Securities Course (CSC) is an asset

Solid understanding and experience in the Wealth Management Business (full-service brokerage, discount brokerage, investment counsel, trust) and operations is required

Experience working closely with various levels of management/executives and technology partners

Effective communication & presentation skills, with the ability to write clearly and concisely

Strong analytical skills with the ability to define problems and propose a solution

Strong strategic thinking capability to think outside the box

An ability to work independently and prioritize tasks, manage time efficiently and multi-task

The ability to work effectively in a group environment across various operations, front office, and functional areas

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. 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.