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MD Financial

3 months ago


Ottawa, Ontario, Canada Scotiabank Full time

Requisition ID: 198380

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

MD Financial - Account Administration Officer Internship/Co-OpFall months: September - December)

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

At MD Financial Management, we help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.

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.
  • Responsible for the administration of client accounts, not limited to, but rather including account openings, account maintenance, and account funding.
  • Responsible for supporting transfer requests, resolving transfer inquiries, as well as completing follow up on initiated transfers while providing the highest level of service to both our members and our partners.
  • Responsible for the facilitation and maintenance of the professional image of MD Financial Management through interactions with cross-functional teams in MD Operations, Practice Leadership & Advice, National Sales Delivery, and Global Asset Management Finance.
  • 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 their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Champions a high performance environment and contributes to an inclusive work environment.

Do you have the skills and requirements that will enable you to succeed in this role? – We'd love to work with you if:

  • University degree, College diploma, or equivalent relevant experience in a related field;
  • 2 years' experience in office administration; preferably in a related field;
  • Experience with customer relationship management tools;
  • Bilingualism (French/English) is an asset.
  • Ability to work effectively with others to achieve optimal outcomes;
  • Demonstrated initiative, resourcefulness and flexibility;
  • Sound capacity to assess, develop and monitor complex business processes.

What's in it for you?

  • You'll be part of a diverse, collaborative, innovative, and high-performing team.
  • In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed
  • Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more
  • Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

How do I apply?

Please complete all three steps below:
1. Complete your PLUM Profile here and save as a screenshot.
2. Complete a short one-way video interview here.
3. Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile.

*To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all three steps above.

Application Deadline: 05/24/24

Location(s): 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.

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.