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Service Support Officer Wealth Management Intern/Co-op

1 month ago

Burlington, Ontario, Canada Scotiabank Full time
Job Summary

As a Service Support Officer Wealth Management Intern/Co-op, you will play a vital role in supporting the Private Banking team by ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's objectives.

Key Responsibilities
  • Deliver exceptional personal service in all activities completed to support the Private Banking team.
  • Ensure all activities are conducted within compliance with governing regulations, internal policies, and procedures.
  • Provide consistently excellent client experiences.
  • Demonstrate 'Our Service Promise' by being best at the basics: Friendly, Willing to Assist, Efficient, and Professional.
  • Provide support to the PB Team with client concerns and complaints.
  • Escalate fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate.
  • Adhere to compliance with regulatory activities and guidelines as part of the service process, including Privacy, Occupational Health & Safety (OHS), Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct.
Requirements
  • Excellent verbal, written, and interpersonal skills to develop and maintain relationships with Commercial business customers.
  • Enrolled in an MBA or undergrad degree in Business, Commerce, Finance, Accounting, or related discipline.
  • Strong knowledge and understanding of financial statements and accounting principles.
  • Prior experience in providing customer needs-based advice and solutions.
  • Natural curiosity and passion for satisfying customer needs.
  • Analytical skills and strong attention to detail.
  • Ability to use MS Word, Excel, PowerPoint, and Outlook effectively.
  • Problem-solving skills.
  • Presentation skills.
  • Ability to operate in a fast-paced, constantly changing environment.
How to Apply

For students applying to our internship/co-op or new graduate programs, we do not require resumes. We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what you're interested in to uncover your true potential. Instead, we ask that as part of your application you complete the below:

  • Complete your PLUM Profile here and save as a screenshot.
  • Complete a short one-way video interview here.
  • Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile.

*To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all steps above.