Job Description
Requisition ID: 21++64
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
As the Service Officer your primary focus is to provide centralized administrative support for select Advisor teams. The Service Officer will act as liaison between head office and Advisor teams.
Is this role for you? In this role you will:
Provide effective administrative support in a centralized environment by:
Processing new account documentation and monitoring all outstanding documentation
Processing incoming client account transfer requests, adhering to regulatory deadlines
Scanning/transmitting documentation to Head Office
Updating client information
Updating corporate account information
Ensure a high level of client service by:
Maintaining and communicating status of all work in progress to multiple Advisor teams
Identifying and escalating incidents of concern
Provide support to Branch Management by:
Effective communication of status updates and follow-up of account opening, documentation and transfers
Helping complete various tasks from the New Recruit Onboarding checklist
Providing consistent and accurate timelines for various tasks/activities
Contribute to the effective functioning of the branch team by:
Building effective working relationships across the team and with various business line and corporate function contacts
Maintaining a high level of customer service
Facilitating a culture of open and honest communication
Actively participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan
Education & Work Experience
Excellent written and verbal communication skills in French and English
Strong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines
Knowledge of Microsoft systems: Word, Excel and PowerPoint
Previous industry experience
Secondary education
Bilingual in French and English
Working Conditions: Travel within the province and country will be required occasionally Flexible working with evening hours and weekends when required. Driver’s license is an asset.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.
Location(s): Canada : Quebec : Montreal
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.
You must create an Indeed account before continuing to the company website to apply
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
As the Service Officer your primary focus is to provide centralized administrative support for select Advisor teams. The Service Officer will act as liaison between head office and Advisor teams.
Is this role for you? In this role you will:
Provide effective administrative support in a centralized environment by:
Processing new account documentation and monitoring all outstanding documentation
Processing incoming client account transfer requests, adhering to regulatory deadlines
Scanning/transmitting documentation to Head Office
Updating client information
Updating corporate account information
Ensure a high level of client service by:
Maintaining and communicating status of all work in progress to multiple Advisor teams
Identifying and escalating incidents of concern
Provide support to Branch Management by:
Effective communication of status updates and follow-up of account opening, documentation and transfers
Helping complete various tasks from the New Recruit Onboarding checklist
Providing consistent and accurate timelines for various tasks/activities
Contribute to the effective functioning of the branch team by:
Building effective working relationships across the team and with various business line and corporate function contacts
Maintaining a high level of customer service
Facilitating a culture of open and honest communication
Actively participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan
Education & Work Experience
Excellent written and verbal communication skills in French and English
Strong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines
Knowledge of Microsoft systems: Word, Excel and PowerPoint
Previous industry experience
Secondary education
Bilingual in French and English
Working Conditions: Travel within the province and country will be required occasionally Flexible working with evening hours and weekends when required. Driver’s license is an asset.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.
Location(s): Canada : Quebec : Montreal
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.
You must create an Indeed account before continuing to the company website to apply
💡 Quick Summary
Seeking a career-building opportunity? The ScotiaMcLeod Service Officer, Montreal position is now open for candidates interested in the Remote Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.