- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Responsible for the administration of prospective member records, not limited to, but including booking prospective member meetings and updating records in line with business procedures and practices.
- Responsible for supporting with prospective member communication while providing the highest level of service to both our members and our stakeholders.
- Responsible for supporting the review of internal data to identify trends, anomalies and opportunities for efficiency and growth.
- Responsible for the facilitation and maintenance of the professional image of MD Financial Management and Scotiabank through interactions with cross-functional teams in MD Operations and Canadian Wealth Management.
- Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high performance environment and contributes to an inclusive work environment.
- Currently enrolled in a university degree, college diploma, or equivalent;
- Experience in office administration; preferably in a related field;
- Experience with customer relationship management tools;
- Bilingualism (French/English) is an asset.
- Work environment is open concept, allowing team members to freely share investment ideas
- The position requires the incumbent to start early (7:30am ET) and remain available until 5:00pm ET to assist Scotia Wealth Management investment advisors before, during and after the trading day
- Customer (internal and external) demands are constant, and capital markets are unpredictable. Non-standard working hours can be a regular occurrence.
- At least the first four weeks, and preferably the entirety, of the co-op term must be spent in office.
- You'll be part of a diverse, collaborative, innovative, and high-performing team.
- In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed
- Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more
- Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.
- Complete your PLUM Profile and save as a screenshot.
- Complete a short one-way video interview here.
- Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile.
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MD Financial - Toronto, Canada - MD Financial Management
Description
Requisition ID: 198379
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
MD Financial - Pension Operations Internship/Co-Op
Fall Months: September– December)
Contributes to the overall success of Medicus Support Team in Toronto, Ontario, Canada 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.
Is this role right for you? In this role, you will:
Do you have the skills and requirements that will enable you to succeed in this role? – We'd love to work with you if:
What's the work environment like?
What's in it for you?
How do I apply?
Please complete all three steps below:
*To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all three steps above.
Application Deadline: 05/24/2024
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.
