Strategic Onboarding Solutions Lead
4 weeks ago
At Scotiabank, we're looking for a Strategic Onboarding Solutions Lead to join our team in Toronto. This role is a 12-month contract.
Company OverviewScotiabank is a leading bank in the Americas. Our purpose is 'for every future.' We help our customers, their families, and their communities achieve success through a range of advice, products, and services.
About the RoleThis Senior Manager position leads a team responsible for supporting Canadian Wealth Management (CWM) businesses in account opening and maintenance activities. The successful candidate will provide direction and support to CWM businesses on policy and procedures with expertise in complex areas like AML, QI, FATCA, CRS, KYC, CIRO, and Registered Accounts.
Key Responsibilities- Champion client-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Lead a team providing support to CWM Businesses on account opening policy, procedures, and applications.
- Work with the Director, Client Onboarding to resolve complex problems meeting business needs of CWM businesses.
- Ensure operational and support issues are escalated when needed.
To be successful in this role, you'll need:
- University degree required.
- 5+ years of relevant work experience within wealth management.
- Knowledge of Broadridge, HOD, Salesforce, Score, COLD.
- Intermediate to advanced MS Office, Visio, Excel, Adobe Acrobat Professional.
- Canadian Securities Course (CSC) is an asset.
We offer a competitive salary, benefits, and a chance to work with a leading bank in the Americas.
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