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Job summary

The Investment Support Officer processes transactions, maintains bank systems, and ensures compliance with regulatory and internal policies. They also provide support to customers and colleagues while fostering a culture of trust and high performance.

Job details

Requisition ID: 271983 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of Investment Support team in 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: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Retrieves and processes all the transactions received and maintains the Bank’s systems up-to-date following Scotia Service Standards and agreements as per Service Level Agreement terms Respond to all inquiries received in a timely and knowledgeable form while fostering a relationship of mutual trust, respect and confidence. Supports colleagues with their training or cross-training initiatives within the department. 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 his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day 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 high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team. Support all in office functions for Investment Support Team. Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have: Post-Secondary Education Ability to deal effectively with customer’s inquiries, complaints, referring to a Manager/Supervisor where necessary, and ensure a prompt and accurate resolution is provided to the complete satisfaction of all parties involved, the Customer, the Bank, and Investment Support department. Demonstrated flexibility in a constantly changing environment (procedural and automated), being versatile and able to provide cover on several posts at different times and at different levels on any given day concurrently. Good communication verbal and written to prepare business letters, reports and documents for customers, and external resources as required. Good organizational skills to manage workload and effectively assist/train employees. Demonstrated knowledge of Accounting Principles, Banking Operations and its linkages/interdependencies with internal and external business partners. Good knowledge of Microsoft Office applications (Excel, Word, Outlook) Bilingual (English and French) required. Working Conditions This role is Hybrid and attending the office 4 times per week is mandatory. You may be required to attend the office more than 3 times a week based on business needs and requirements. The candidate will also be required to work an evening shift one week out of every month (this may increase due to team capacity and business needs) - 12:00PM to 8:00 PM Location(s): Canada : Ontario : Mississauga 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.

What you’ll do

The Investment Support Officer processes transactions, maintains bank systems, and ensures compliance with regulatory and internal policies. They also provide support to customers and colleagues while fostering a culture of trust and high performance.

Requirements

Candidates must have post-secondary education and demonstrated knowledge of accounting principles and banking operations. Proficiency in both English and French is required, along with strong organizational and communication skills.

Listed skills

• French · Preferred
• Customer service · Preferred
• Regulatory Compliance · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred
• English · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment support
• Customer service
• Accounting principles
• Banking operations
• Bilingual
• French
• English
• Microsoft Office
• Excel
• Word
• Outlook
• Operational risk management
• Regulatory compliance
• AML/ATF risk
• Organizational skills
• Communication
• Operations
• Business Strategies
• Investments
• Microsoft Excel
• Regulatory Compliance
• Private Banking
• Microsoft Outlook
• Organizational Skills
• Customer Service
• Capital Markets
• Document Formatting
• Wealth Management
• Service Standards
• Customer Inquiries
• Accounting
• Banking Services
• Bilingual (French/English)
• Workplace Inclusivity
• Master Planning
• Investment Banking
• Service-Level Agreement
• Commercial Banking
• Risk Appetite
• Risk Management Framework
• Operational Risk
• Operational Risk Management
• American Sign Language (ASL)

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Investment Officer
• Investment Operations Analyst
• Financial Analysts
• Operations Research Analysts