Investment Support Officer

7 months ago

Mississauga, Canada Scotiabank Full time

Requisition ID: 196836

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

As an Investment Support Officer you will contributes to the overall success of the Taxation Department/Investment Support in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You will be ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures.

**Is This Role Right For You?**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Review, analyse and process all incoming adjustment requests and documentation ensuring information and forms are correct and actioned within bank policy and government legislation. Prepare all necessary accounting entries and process transactions within estatablished time frames and assigned limits.
- Actively seek opportunities for improvements in quality, controls, and productivity through participation in coaching, huddles, problem solving and skill building.
- Prepare and post applicable journal vouchers, cheque or IBT requisitions, and manual tax forms and submit to Team Leader and/or Manager for authorization in order to facilitate the reconciliation of weekly tax remittances, monthly estate runs, general ledgers and tax accounts. Ensure tax accounts are in a balanced condition to facilitate the completion of government filing of summaries/segments in the established time frames. Investigate and resolve all rejected items, manual entries and discrepancies in a prompt and effective manner.
- Assume other duties as assigned to meet operational requirements.
- 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.

**Do You Have The Skills?**
- Products supported Registered BNS/SSI and Non-Registered SSI (RRIF. RRSP, LIF, LRIF, PRIF, LIRA), TFSA BNS/SSI
- Authorized Limits
- Systems: RPM SSUI, Intralink, CGI PrimeBase, Image/AS400, Standard Amendable Web, FFT
- Proven ability to organize workload, anticipate demand and manage time effectively to meet deadlines is essential.
- Analytical, research and problem solving skills are essential; the incumbent is responsible for the execution of complex adjustments, requiring the review of several systems, reports, and Investment/client information.
- Effective and diplomatic communication skills to maintain a harmonious work relationship with various internal and external partners.
- Post-Secondary Certificate or Diploma and/or Bank/Industry experience

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.

  • Investment Support Officer

    6 months ago

    Mississauga, Canada Scotiabank Full time

    Requisition ID: 195853 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Investment Support Officer you will contribute to the overall success of Investment Services, Processing Team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...

  • Investment Support Officer

    6 months ago

    Mississauga, Canada Scotiabank Full time

    Requisition ID: 185976 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Investment Support Officer is responsible for effectively supporting Scotia Mutual Funds, RRIFs, RSPs at an expert level, relative to setting up these accounts and processing of adjustments and exception transactions to all...

  • Investment Support Officer

    3 months ago

    Mississauga, Canada Scotiabank Full time

    Requisition ID: 207926 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Support Officer you will contributes to the overall success of the Taxation Department/Investment Support in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

  • Compliance Officer: Regulatory Expertise

    4 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    About the RoleInvestment Planning Counsel is seeking a highly skilled Compliance Officer to join our team. In this role, you will be responsible for ensuring that our registrants adhere to regulatory requirements and our firm's policies and procedures.Key ResponsibilitiesConduct daily Tier 2 trade supervision to ensure compliance with regulatory...

  • Compliance Officer

    7 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    Compliance Officer (Contract) Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. With your background, skills and...

  • Project Management Office

    6 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. Our Project Management Office team is currently growing! We’re seeking a Business Analyst - someone...

  • Strategic Business Investment Officer

    4 weeks ago

    Mississauga, Ontario, Canada Ontario Inc Full time

    About the RoleOntario Inc is seeking an experienced Strategic Business Investment Officer to join our team. As a key member of our organization, you will play a vital role in promoting industrial and commercial business investment in rural and urban areas.Key ResponsibilitiesDevelop and implement policies that support business growth and...

  • Senior Business Investment Officer

    4 weeks ago

    Mississauga, Ontario, Canada Ace Law Barristers & Solicitors Full time

    Job DescriptionWe are seeking a highly motivated and experienced Senior Business Investment Officer to join our team at Ace Law Barristers & Solicitors.About the RoleThe successful candidate will be responsible for developing policies, supervising staff, and administering programs to promote business investment in rural and urban areas.This is an exciting...

  • Investment Support Officer

    6 months ago

    Mississauga, Canada Scotiabank Full time

    Requisition ID: 200990 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Mutual Funds Transfers in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....

  • Trustone Investment Administrator

    6 months ago

    Mississauga, Canada THE EMPIRE LIFE INS. CO Full time

    **Tru**Stone **Investment Administrator**: **Location: In-Office, Mississauga** TruStone is looking to hire an Investment Administrator to join our TruStone Financial team! Reporting to the Investment Manager, the Investment Administrator provides optimal support to clients with their investment inforce and new business processing. **About us** TruStone...

  • Compliance

    6 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. The area of Regulatory Compliance & Risk Management ensures that IPC Securities Corporation (IPCSC)...

  • Compliance

    6 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. Our Compliance team is currently growing! We’re seeking a Compliance Officer, someone who is...

  • Compliance

    7 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    **Compliance Officer (Contract)** Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. With your background, skills and experience you’ve already found...

  • Front Office Support Specialist

    2 weeks ago

    Mississauga, Ontario, Canada QuadReal Full time

    About Quad Real Property GroupQuad Real Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $77.6 billion.From its foundation in Canada as a full-service real estate operating company, Quad Real has expanded its capabilities to invest in equity...

  • Mortgage Operations Officer

    4 months ago

    Mississauga, Canada Sagewise mortgage Investment Corporation Full time

    _Mortgage Operations Officer_ **About us** Sagewise capital corporation Sagewise Mortgage Investment Corporation (MIC) is part of the Sagewise Capital Group. Our sister company include Valuesky Mortgages founded in 2010 as a Mortgage Centre Franchise. Our mission is to continue to shape the private mortgage lending market by delivering innovative products...

  • Client Experience Support Specialist

    4 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    **Job Overview:**Investment Planning Counsel (IPC) is a leading independent wealth management company in Canada, known for its exceptional client service and innovative approach to financial planning. We are seeking a skilled Client Experience Support Specialist to join our team and contribute to delivering an unparalleled experience for our clients.The...

  • Client Experience Coordinator

    4 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    About Investment Planning CounselIPC is a leading independent wealth management company in Canada, dedicated to helping advisors build a better business through exceptional client experiences.The Role: Office Administrator - Corporate TeamWe are seeking an experienced Office Administrator to join our Corporate Team. As the first point of contact for visitors...

  • Operations, Mfda

    6 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. The primary function of this department is to provide exceptional support services to all Advisors,...

  • It

    6 months ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. Our Platform Services team is currently growing! We’re seeking an IT Administrator/Business System...

  • Administrative Support Specialist

    1 week ago

    Mississauga, Ontario, Canada QuadReal Full time

    About Quad Real Property GroupQuad Real Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $77.6 billion.The company has expanded its capabilities to invest in equity and debt in both the public and private markets. Quad Real invests directly,...