As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centr[...]
As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a pract[...]
About the role As an Investment & Personal Banking Specialist/ Boucherville/ Temporary/ Full-time 37.5h you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch [...]
As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre. As a licensed IR, you will execute trade orders on behalf of clients. You will provide prompt, accu[...]
The Inside Sales Representative (ISR) works closely with the Wholesaler to generate sales and develop new business along with servicing and managing existing clients about Dynamic products. We are business to business; Dynamic clients [...]
systems, and knowledge. Contributes to the planning, execution and reporting of assigned audit projects while ensuring department standards are maintained. Obtains a thorough understanding of the business/unit/process and associated ri[...]
POSITION: Translator (English to French), Legal, Financial & General Translation PURPOSE: Translate from English to French a variety of texts using sound knowledge of banking practices and the legal framework, as well as areas such as [...]
online client portal, CRM support. Monitor new account transfers, both in-cash and in-kind, and reconcile against account statements. Liaise with external custodian contacts and internal stakeholders to ensure timely account transfers.[...]
Detect, investigate and address potential fraud through a variety of internal and external applications; Recognize fraud trends Handle unusual and complex situations such as identity theft, escalations, specific email requests, billing[...]