Senior Client Onboarding Representative
3 days ago
We are seeking a highly skilled Client Onboarding Senior Representative to join our team at Scotiabank. As a key member of our onboarding team, you will be responsible for ensuring the smooth and efficient onboarding of new clients, while maintaining the highest level of quality and accuracy.
Key Responsibilities- Review and analyze client account opening documents to ensure compliance with regulatory requirements and firm policies.
- Provide expert support to clients and internal stakeholders on account opening related queries, ensuring timely and accurate resolution.
- Collaborate with cross-functional teams to ensure seamless onboarding processes and high-quality client experiences.
- Develop and maintain in-depth knowledge of industry regulations, firm policies, and procedures to ensure compliance and quality.
- Post-secondary education in a related field.
- Canadian Securities Course (CSC) is an asset.
- Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint.
- Excellent communication and interpersonal skills, with the ability to effectively communicate with clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and their communities achieve success through a broad range of advice, products, and services. We value diversity, equity, and inclusion, and are committed to creating a workplace that is inclusive and accessible for everyone.
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Senior Client Onboarding Representative
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Client Onboarding Senior Representative to join our team at Scotiabank. As a key member of our onboarding team, you will be responsible for ensuring the smooth and efficient onboarding of new clients, while maintaining the highest level of quality and accuracy.Key ResponsibilitiesReview and analyze client account...
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Senior Client Onboarding Representative
3 days ago
Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Client Onboarding Senior Representative to join our team at Scotiabank. As a key member of our onboarding team, you will be responsible for ensuring the smooth and efficient onboarding of new clients, while maintaining the highest level of quality and accuracy.Key ResponsibilitiesReview and analyze client account...
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Senior Project Manager
2 weeks ago
Toronto, Ontario, Canada BMO Financial Group Full timeAbout the RoleBMO Financial Group is seeking a highly skilled Senior Project Manager to join our team on a 12-month contract. As a Senior Project Manager, you will be responsible for managing multiple projects simultaneously, working closely with technology partners, and coordinating with senior management and C-level executives.Key ResponsibilitiesManage...
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Senior Project Manager
3 weeks ago
Toronto, Ontario, Canada BMO Financial Group Full timeAbout the RoleBMO Financial Group is seeking a highly skilled Senior Project Manager to join our team on a 12-month contract. As a Senior Project Manager, you will be responsible for managing multiple projects simultaneously, working closely with technology partners, and coordinating with senior management and C-level executives.Key ResponsibilitiesManage...
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Client Onboarding Specialist
3 days ago
Toronto, Ontario, Canada The Leadership Agency Full timeClient Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our clients, setting them up for long-term success with our financial services.Key Responsibilities:Onboard new...
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Client Onboarding Specialist
3 days ago
Toronto, Ontario, Canada The Leadership Agency Full timeClient Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our clients, setting them up for long-term success with our financial services.Key Responsibilities:Onboard new...
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Client Onboarding Specialist
1 week ago
Toronto, Ontario, Canada The Leadership Agency Full time{"h1": "Client Onboarding Specialist", "h2": "About the Role", "p": "We are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a key member of our sales team, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Your primary focus will be on...
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Client Onboarding Specialist
1 week ago
Toronto, Ontario, Canada The Leadership Agency Full time{"h1": "Client Onboarding Specialist", "h2": "About the Role", "p": "We are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a key member of our sales team, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Your primary focus will be on...
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KYC Onboarding Manager
1 month ago
Toronto, Ontario, Canada Ebury Full timeEbury is a rapidly expanding FinTech organization, recognized as one of the leading European Fintechs to work for by AltFi. We provide a diverse array of services including foreign exchange risk management, trade finance, currency accounts, international payments, and API integration. Senior KYC Compliance Analyst - Onboarding - Bilingual in English and...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?This is an exciting opportunity to join a leading financial institution, the Royal Bank of Canada, as a Senior Manager accountable for the execution and delivery of the High Risk Client (HRC) program within Business Financial Services (BFS). You will also support the development of programs, policies,...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?This is an exciting opportunity to join a leading financial institution, the Royal Bank of Canada, as a Senior Manager accountable for the execution and delivery of the High Risk Client (HRC) program within Business Financial Services (BFS). You will also support the development of programs, policies,...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryThis is an exciting opportunity to join the National Office business banking product team as a Senior Manager accountable for the execution and delivery of the High Risk Client (HRC) program within Business Financial Services (BFS). You will also support the development of programs, policies, procedures, and digital channels as it relates to...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryThis is an exciting opportunity to join the National Office business banking product team as a Senior Manager accountable for the execution and delivery of the High Risk Client (HRC) program within Business Financial Services (BFS). You will also support the development of programs, policies, procedures, and digital channels as it relates to...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryThis is an exciting opportunity to join our National Office business banking product team as a Senior Manager accountable for the execution and delivery of the High Risk Client (HRC) program within Business Financial Services (BFS). You will also support the development of programs, policies, procedures and digital channels as it relates to...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryThis is an exciting opportunity to join our National Office business banking product team as a Senior Manager accountable for the execution and delivery of the High Risk Client (HRC) program within Business Financial Services (BFS). You will also support the development of programs, policies, procedures and digital channels as it relates to...
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Senior Project Manager
2 weeks ago
Toronto, Ontario, Canada BMO Financial Group Full timeAbout the RoleBMO Financial Group is seeking a highly skilled Senior Project Manager to join our team on a 12-month contract basis. As a Senior Project Manager, you will be responsible for leading complex projects that drive business growth and customer satisfaction.Key ResponsibilitiesManage multiple projects simultaneously, ensuring timely completion and...
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Senior Project Manager
2 weeks ago
Toronto, Ontario, Canada BMO Financial Group Full timeAbout the RoleBMO Financial Group is seeking a highly skilled Senior Project Manager to join our team on a 12-month contract basis. As a Senior Project Manager, you will be responsible for leading complex projects that drive business growth and customer satisfaction.Key ResponsibilitiesManage multiple projects simultaneously, ensuring timely completion and...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryThis is an exciting opportunity to join our National Office business banking product team as a Senior Manager accountable for the execution and delivery of the High Risk Client (HRC) program within Business Financial Services (BFS).You will also support the development of programs, policies, procedures and digital channels as it relates to account...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryThis is an exciting opportunity to join our National Office business banking product team as a Senior Manager accountable for the execution and delivery of the High Risk Client (HRC) program within Business Financial Services (BFS).You will also support the development of programs, policies, procedures and digital channels as it relates to account...
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Client Onboarding Analyst
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeIs this position a fit for you? In this role, you will: • Oversee the assessment and coordination of counterparty enablement requests once all regulatory documentation has been validated and completed. • Maintain a comprehensive understanding of various Derivative, Money Market, and FX products, along with the documentation necessary for counterparty...
