Bilingual (English/french) Investment Support

2 weeks ago

Stratford, Ontario, Canada Scotiabank Full time
Requisition ID: 191370

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

Purpose

Contributes to the overall success of the RESP Centre / Retail and Business Service Centre / Global Operations, in Canada, globally 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

  • Contribute to the overall success of the RESP Centre in areas of Customer, Financial, Operations and People.
  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Prioritize and assist with daily workloads to ensure Service Level Agreements are achieved.
  • Effectively, efficiently and accurately review, process and verify transactions; within assigned limits, for Scotia RESP and RDSP (both basic and comprehensive requests), ensuring that ESDC / CRA / MRQ regulations governing these products are adhered to and that Bank losses are avoided.
  • Being accountable for your own development to acquire and maintain an indepth knowledge of all RESP / RDSP products, processes and policies; along with government regulations, and service systems (ie. RPM, IPUI, AS400).
  • Support colleagues with their training and crosstraining.
  • Provide support and guidance to our internal and external partners ensuring a high level of professionalism is maintained during each interaction.
  • Maintain accurate and valuable trending and tracking information, as required.
  • Supporting the implementation of required changes (ie. policy, process, systems, etc.).
  • Provide coverage on a variety of functions within the unit as determined by the day to day operational requirements.
  • Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
  • Actively pursue effective and efficient operations of his/her respective area, 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.
  • Provides support to branches and external partners via our inbound call queue and general inboxes

Dimensions

  • Supporting processing, vetting, verification and telephone support for all Canadian Branches, and Wealth Management Contact Centres.


 Internal Partners
  • Branch, WMCC, Retail Deposit & Services, Investment Support, Change Initiatives, RSC Stratford


 External Contacts
  • ESDC, CRA, Lawyer/Trustee Offices, other Financial Institutions, Fund Companies
  • Systems: RPM, IPUI, Intralink, FFT, AS400, Microsoft Office
  • RESP Portfolio July approximately $2.7 Billion (197,254 plans)
  • RDSP Portfolio July approximately $245 million (12,025 plans)

Education and Experience

  • High School Diploma
  • Demonstrate a commitment to deliver exceptional service in every interaction
  • Detail oriented and thorough; maintaining an elevated level of accuracy
  • Excellent oral and written communication skills
  • Flexibility and good organizational skills required for rotating priorities and constantly changing environment (procedural/system changes)
  • Motivated and work well within a team environment; fostering a positive environment
  • Minimum 1 year of relevant working experience preferably in an financial industry

Working Conditions

  • Work in a standard officebased environment; nonstandard hours are a common occurrence. Limited travel domestically.
  • High volume, fast paced environment
Location(s): Canada : Ontario : Stratford || Canada : Ontario : Kitchener || Canada : Ontario : London || Canada : Ontario : Ottawa

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.

  • In Home Personal Support Worker

    2 weeks ago

    Stratford, Ontario, Canada Leslie's Support Solutions Full time

    Welcome to Leslie's Support Solutions.We are a Windsor based organization that has expanded throughout Southern Ontario. Established in November 1999.LSS inc. provides exceptional support services for people living with developmental barriers, allowing them to flourish with support personalized by them and their family. We offer care by qualified employees...

  • Full Time Intervenor to Support People Who Are Deafblind

    2 weeks ago

    Stratford, Ontario, Canada Sensity Deafblind and Sensory Support Network of Canada Full time

    Be someone's eyes and ears. Bring the world to a person who is deafblind.Sensity has an exciting opportunity for a Full Time Intervenor to join our team in Stratford, ON. The Intervenor supports communication and day-to-day living for individuals who are living with dual sensory impairment so that they may live independently. Join us to learn new skills and...

  • Full Time Intervenor to Support People Who Are Deafblind

    4 days ago

    Stratford, Ontario, Canada Sensity Deafblind and Sensory Support Network of Canada Full time

    Be someone's eyes and ears. Bring the world to a person who is deafblind.Sensity has an exciting opportunity for a Full Time Intervenor to join our team in Stratford, ON. The Intervenor supports communication and day-to-day living for individuals who are living with dual sensory impairment so that they may live independently. Join us to learn new skills and...

  • Support Worker

    2 weeks ago

    Stratford, Ontario, Canada Jones family Full time

    Qualifications: High school diploma/developemental service training/courses or equivalent experience. Ability to anticipate challenges and adjust strategies. Ability to communicate clearly and effectively with client and family. Ability to maintain a positive attitude and be patient. Ability to work flexible hours including possibly some evenings, some...

  • Administrative Assistant

    2 weeks ago

    Stratford, Ontario, Canada One Care Home & Community Support Services Full time

    ***: Reporting to the Director, Client Services, the Administrative Assistant, provides support to the Director as well as facilitates the effective functioning of the daily operations and supports key projects of the team and individual leaders as assigned.QUALIFICATIONS: Minimum educational qualifications include a year college diploma in office...

  • Intake Coordinator

    2 weeks ago

    Stratford, Ontario, Canada One Care Home & Community Support Services Full time

    Join One Care and help "Change a life with life changing work"Situated in a beautiful community in the heart of Huron County, ONE CARE Home & Community Support Services offers the opportunity to 'change your life with life changing work'. At ONE CARE, you will be part a great team where we focus on the quality of our programs, excellence in service delivery,...

  • In-home Scheduler

    2 weeks ago

    Stratford, Ontario, Canada ONE CARE Home & Community Support Services Full time

    ONE CARE Home & Community Support Services is a multi-service and recognized leader which provides home and community services to support and strengthen the health and independence of our clients. We are respected for our friendly, quality and accessible community services in the Huron Perth region and surrounding communities.ONE CARE is looking for a highly...

  • Respite And/or Support Service Provider

    2 weeks ago

    Stratford, Ontario, Canada Family Services Perth-Huron Full time

    Strengthening the lives of children and adults with special needs by supporting them to participate in the community.Experience in working with children and/or adults with special needs, preferable. Related life or volunteer experiences are also applicable for this role. Training and support is provided based on the individual needs of the person.The...

  • Early Learning Support

    4 weeks ago

    Stratford, Ontario, Canada CHANCES Inc. Full time

    Job Description: 1. Child Development Programs:Building a relationship of trust; mutual respect and caring for children and parents/caregivers who attend CHANCES Family Centre programs;Guiding and assisting children in the techniques of proper bathroom, eating, and dressing habits;Using redirection and guidance to assist children in understanding and...

  • Early Learning Support

    2 months ago

    Stratford, Ontario, Canada CHANCES Inc. Full time

    Job Description: 1. Child Development Programs:Building a relationship of trust; mutual respect and caring for children and parents/caregivers who attend CHANCES Family Centre programs;Guiding and assisting children in the techniques of proper bathroom, eating, and dressing habits;Using redirection and guidance to assist children in understanding and...

  • Administrative Support Ii, Chemotherapy, Regular

    2 weeks ago

    Stratford, Ontario, Canada Huron Perth Healthcare Alliance Full time

    Posting Date:June 7, 2023 POSTING # CUPE Clerical)HURON PERTH HEALTHCARE ALLIANCENOTICE OF VACANCYPOSITION:ADMINISTRATIVE SUPPORT II, Cancer Care, Diagnostic Support Services, Laboratory, Facilities ManagementPrimary Site:StratfordRegular Part-time: The Administrative Support II is responsible for providing secretarial duties and administrative support to...

  • Administrative Support Ii, Chemotherapy, Regular

    2 weeks ago

    Stratford, Ontario, Canada Huron Perth Healthcare Alliance Full time

    _Posting Date_: March 8, 2024 _POSTING_ _# CUPE Clerical)_- Expiry Date_: March 13, 2024_ HURON PERTH HEALTHCARE ALLIANCE_ NOTICE OF VACANCY_- POSITION:ADMINISTRATIVE SUPPORT II, Cancer Care, Diagnostic Support Services, Laboratory, Facilities Management_ Primary Site: Stratford _ Regular Part-Time_- ***_: The Administrative Support II is responsible for...

  • Personal Support Worker, Medicine/complex

    2 weeks ago

    Stratford, Ontario, Canada Huron Perth Healthcare Alliance Full time

    POSTING DATE:March 6, 2023 POSTING # CUPE Service)EXPIRY DATE:March 9, 2023HURON PERTH HEALTHCARE ALLIANCENOTICE OF VACANCYPOSITION:PERSONAL SUPPORT WORKERMedicine/Complex Continuing Care UnitPrimary Site:StratfordRegular Part-time: As a member of the interprofessional collaborative team, the Personal Support Worker (PSW) provides direct quality and safe...

  • Frontline Counsellor

    2 weeks ago

    Stratford, Ontario, Canada Optimism Place Women's Shelter and Support Services Full time

    Are you committed to ending the cycle of abuse and violence by raising awareness through prevention, education and advocacy? Are you looking for the opportunity to support women alone or with children to live free of abuse by providing shelter and confidential, non-judgmental services? If this sounds like you then please consider joining the team at Optimism...

  • Laboratory Support I, General, Full-time, Stratford

    2 weeks ago

    Stratford, Ontario, Canada Huron Perth Healthcare Alliance Full time

    POSTING DATE: February 8, 2024 POSTING # CUPE Service)EXPIRY DATE: February 15, 2024HURON PERTH HEALTHCARE ALLIANCE NOTICE OF VACANCY_- POSITION:LABORATORY SUPPORT I (General)_ Primary Site: Stratford_ Full-Time_- ***:_ _Under supervision of the Charge Technologists, the Laboratory Support I General will provide support services and rotate through all areas...

  • Finance Support Iv- Billing, Regular Part-time

    2 weeks ago

    Stratford, Ontario, Canada Huron Perth Healthcare Alliance Full time

    POSTING DATE:December 12, 2023 POSTING # CUPE Clerical) HURON PERTH HEALTHCARE ALLIANCE_ NOTICE OF VACANCY_- POSITION:FINANCE SUPPORT IV, Billing_- Primarily Stratford Site_ Regular Part-Time_- ***:_ _As a member of the Finance Team, the Financial Support IV, Billing will provide effective and efficient accounting support to the Finance Department. In this...

  • Laboratory Support I, General, Regular Part-time

    2 weeks ago

    Stratford, Ontario, Canada Huron Perth Healthcare Alliance Full time

    POSTING DATE: March 11, 2024 POSTING # CUPE Service)EXPIRY DATE: March 14, 2024HURON PERTH HEALTHCARE ALLIANCE NOTICE OF VACANCY_- POSITION:LABORATORY SUPPORT I (General)_ Primary Site: Stratford_ Regular Part-Time_- ***:_ _Under supervision of the Charge Technologists, the Laboratory Support I General will provide support services and rotate through all...

  • Finance Support Iv- Billing, Regular Part-time

    2 weeks ago

    Stratford, Ontario, Canada Huron Perth Healthcare Alliance Full time

    POSTING DATE:November 27, 2023 POSTING # CUPE Clerical)EXPIRY DATE: November 30, 2023_ HURON PERTH HEALTHCARE ALLIANCE_ NOTICE OF VACANCY_- POSITION:_ FINANCE SUPPORT IV, Billing_- Primarily Stratford Site_ Regular Part-Time_- ***:_ _As a member of the Finance Team, the Financial Support IV, Billing will provide effective and efficient accounting support to...

  • Personal Support Worker

    2 weeks ago

    Stratford, Ontario, Canada Gracious Home Healthcare Full time

    Following patient's pre-established plan of care under the supervision of a Registered Healthcare Professional such as a Registered Nurse (RN) or a Registered Practical Nurse (RPN). Performing all tasks delegated to them and their training allows them to. These tasks usually involve providing personal care such as bathing, oral hygiene, and toileting;...

  • Finance Support Iv- Payroll, Full-time, Stratford

    2 weeks ago

    Stratford, Ontario, Canada Huron Perth Healthcare Alliance Full time

    _POSTING DATE:_November 13, 2023 _POSTING_: #632-23(CUPE Clerical)_- EXPIRY DATE:_ _November 20, 2023_ HURON PERTH HEALTHCARE ALLIANCE_ NOTICE OF VACANCY_- POSITION:_FINANCE SUPPORT IV Payroll_ Full-Time_- ***:_Reporting to the Payroll Manager, this position is responsible for day-to-day payroll processing and benefit administration. The Finance Support IV ...