Manager, Regulatory and RESP Processing
4 hours ago
Winnipeg, Manitoba, Canada
Scotiabank
Full-time
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Lead a specialized processing team at Scotiabank in Toronto, Ontario, focusing on Registered Education Savings Plans and regulatory compliance. Oversee crucial operations to ensure adherence to all standards and regulations.
As the Manager, RESP and Regulatory, you will drive high-level processing within the Client Services Department of Global Wealth Management. This key role requires expertise in managing registered accounts and interpreting regulatory changes to minimize any associated risks. You will engage with various stakeholders, ensuring that all inquiries and processes meet the highest quality standards.
Key Responsibilities: • Ensure timely processing of RESP withdrawal requests • Review retail inquiries per SLA timelines • Manage daily settlements and client fund segregation • Coordinate RESP filings with ESDC and Quebec authorities • Oversee Educational Assistance Payment letter distribution
Requirements: • Business education or investment industry experience • Expert knowledge of registered product regulations • Proficient in PC applications, especially spreadsheets • Strong interpersonal and leadership skills • Ability to manage multiple tasks and projects
Utilize your leadership and regulatory expertise to enhance client services and compliance at Scotiabank.
As the Manager, RESP and Regulatory, you will drive high-level processing within the Client Services Department of Global Wealth Management. This key role requires expertise in managing registered accounts and interpreting regulatory changes to minimize any associated risks. You will engage with various stakeholders, ensuring that all inquiries and processes meet the highest quality standards.
Key Responsibilities: • Ensure timely processing of RESP withdrawal requests • Review retail inquiries per SLA timelines • Manage daily settlements and client fund segregation • Coordinate RESP filings with ESDC and Quebec authorities • Oversee Educational Assistance Payment letter distribution
Requirements: • Business education or investment industry experience • Expert knowledge of registered product regulations • Proficient in PC applications, especially spreadsheets • Strong interpersonal and leadership skills • Ability to manage multiple tasks and projects
Utilize your leadership and regulatory expertise to enhance client services and compliance at Scotiabank.