Bilingual (English/french) Investment Support

5 months ago

Stratford, 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 in-depth 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 cross-training.
- 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 day-to-day activities and decisions.
- Actively pursue effective and efficient operations of his/her respective area, 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.
- 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 2019 - approximately $2.7 Billion (197,254 plans)
- RDSP Portfolio July 2019 - 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 office-based environment; non-standard 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.

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