Bilingual (English/french) Investment Support - Stratford, Canada - Scotiabank
Description
Requisition ID: 191370Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of the RESP Centre / Retail and Business Service Centre / Global Operations, in Canada, globally ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives.
Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.Accountabilities
- Contribute to the overall success of the RESP Centre in areas of Customer, Financial, Operations and People.
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Prioritize and assist with daily workloads to ensure Service Level Agreements are achieved.
- Effectively, efficiently and accurately review, process and verify transactions; within assigned limits, for Scotia RESP and RDSP (both basic and comprehensive requests), ensuring that ESDC / CRA / MRQ regulations governing these products are adhered to and that Bank losses are avoided.
- Being accountable for your own development to acquire and maintain an indepth knowledge of all RESP / RDSP products, processes and policies; along with government regulations, and service systems (ie. RPM, IPUI, AS400).
- Support colleagues with their training and crosstraining.
- Provide support and guidance to our internal and external partners ensuring a high level of professionalism is maintained during each interaction.
- Maintain accurate and valuable trending and tracking information, as required.
- Supporting the implementation of required changes (ie. policy, process, systems, etc.).
- Provide coverage on a variety of functions within the unit as determined by the day to day operational requirements.
- Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
- Actively pursue effective and efficient operations of his/her respective area, while ensuring the adequacy, adherence to and effectiveness of daytoday business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Provides support to branches and external partners via our inbound call queue and general inboxes
Dimensions
- Supporting processing, vetting, verification and telephone support for all Canadian Branches, and Wealth Management Contact Centres.
- Internal Partners
- Branch, WMCC, Retail Deposit & Services, Investment Support, Change Initiatives, RSC Stratford
- External Contacts
- ESDC, CRA, Lawyer/Trustee Offices, other Financial Institutions, Fund Companies
- Systems: RPM, IPUI, Intralink, FFT, AS400, Microsoft Office
- RESP Portfolio July approximately $2.7 Billion (197,254 plans)
- RDSP Portfolio July approximately $245 million (12,025 plans)
Education and Experience
- High School Diploma
- Demonstrate a commitment to deliver exceptional service in every interaction
- Detail oriented and thorough; maintaining an elevated level of accuracy
- Excellent oral and written communication skills
- Flexibility and good organizational skills required for rotating priorities and constantly changing environment (procedural/system changes)
- Motivated and work well within a team environment; fostering a positive environment
- Minimum 1 year of relevant working experience preferably in an financial industry
Working Conditions
- Work in a standard officebased environment; nonstandard hours are a common occurrence. Limited travel domestically.
- High volume, fast paced environment
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.
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