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ScotiaMcLeod Transition Specialist
4 weeks ago
Title: ScotiaMcLeod Transition Specialist - Toronto Requisition ID: 234679 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client‑centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. INTRODUCTION As a Transition Specialist your primary focus is to provide centralized administrative support for select Advisor teams. The Transition Specialist will act as liaison between head office and Advisor teams. WHAT YOU’LL BE DOING In this role you will: Gather client and corporate account information and open accounts, including complex account openings Process new account documentation and monitor all outstanding documentation Process incoming client account transfer requests, adhering to regulatory deadlines Scan and transmit documentation to Head Office Ensure a high level of client service by maintaining and communicating status of all work in progress to Manager or Project Lead Adhere to all firm and regulatory policies by remaining up to date with all regulatory rules regarding client account documentation, account transfers, AML and ATF Provide additional administrative support to advisor teams within the region Identify and escalating incidents of concern Contribute to the effective functioning of the team by: Building effective working relationships across teams, operations and head office contacts Maintaining a high level of client service and facilitating a culture of open and honest communication Actively participating and contributing to touch‑bases and team meetings Encouraging the generation of new ideas and approaches Actively sharing knowledge and experience to enhance the development of all team members Developing and executing a meaningful employee development plan DO YOU HAVE THE SKILLS? We’d love to work with you if you have: Excellent written and verbal communication skills Strong organizational skills Ability to take initiative and work independently Ability to meet deadlines Knowledge of Microsoft systems: Word, Excel and PowerPoint Previous industry experience Secondary education Bilingual in French is an asset WORKING CONDITIONS Travel within the province and country will be required occasionally Flexible working with evening hours and weekends when required WHATS IN IT FOR YOU Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking The opportunity to join a forward‑thinking organization where you are surrounded by a collaborative team of innovative thinkers An organization committed to making a difference in our communities – for you and our clients An inclusive working environment that encourages creativity, curiosity and celebrates success Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device Location(s): Canada : Ontario : Toronto 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. #J-18808-Ljbffr
