Wealth Service Centre Analyst - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 168678

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

Canadian Wealth Management Operations

Purpose

Contributes to the overall success of the Business Support team 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

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Staying compliant with licensing obligations through continuing education under Investment Industry Regulatory Organization of Canada (IIROC) requirements.
Delivering world class support and aptitude for first call resolution.
Taking ownership of inquiries adhering to the standard Service Level Agreement (SLA) and ensuring information is accurately delivered.
Ability to multitask, change priorities as required and working in a highvolume Contact Centre environment
Taking ownership of inquiries adhering to the standard Service Level Agreement (SLA) and ensuring information is accurately delivered and implemented.
Assist to analyze, create and maintain a variety of excel reports
Good understanding of existing client onboarding and maintenance rules, regulations and processes
Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas, 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.
Champions a highperformance environment and contributes to an inclusive work environment.

Education/Experience

Completed Canadian Securities Course (CSC) and Practices Handbook (CPH) preferred
French speaking is highly advantageous

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.