Investment Support Officer
5 days ago
Requisition ID: 237938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Support Officer - Mississauga** **Purpose**: 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. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. **Is This Role Right For You?** **Responsibilities**: - 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?** - 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. **Working Conditions**: - Work in a standard office-based environment; non-standard hours are a common occurrence. 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.
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Investment Support Officer
1 week ago
Mississauga, Canada Scotiabank Full timeRequisition 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...
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Investment Support Officer
5 days ago
Mississauga, Canada Scotiabank Full timeRequisition ID: 238005 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Support Officer - Mississauga** **Purpose**: 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...
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Investment Support Officer
4 weeks ago
Mississauga, Canada Scotiabank Full timeTitle: Investment Support Officer Requisition ID: 237813 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. Ensures all activities conducted are in compliance with governing...
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Investment Support Officer
3 weeks ago
Mississauga, Canada Scotiabank Full timeTitle: Investment Support Officer Requisition ID: 237813 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. Ensures all activities conducted are in compliance with governing...
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Investment Support Officer
1 week ago
Mississauga, Canada Scotiabank Full timeRequisition 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...
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Investment Support Officer
1 week ago
Mississauga, Canada Scotiabank Full timeRequisition ID: 223455 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Title: Investment Support Officer/ Mutual Funds Transfers** **Purpose** Contributes to the overall success of the Mutual Funds Transfers in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in...
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Investment Support Officer
2 days ago
Mississauga, Canada Scotiabank Full timeRequisition ID: 199919 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....
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Investment Support
3 weeks ago
Mississauga, Canada Scotiabank Full timeA major financial institution is seeking an Investment Support Officer to contribute to the success of Mutual Funds Transfers. Responsibilities include championing customer relations, processing account transfers accurately, and supporting colleagues. The ideal candidate has post-secondary education, strong customer service skills, and proficiency in...
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Investment Support
4 weeks ago
Mississauga, Canada Scotiabank Full timeA major financial institution is seeking an Investment Support Officer to contribute to the success of Mutual Funds Transfers. Responsibilities include championing customer relations, processing account transfers accurately, and supporting colleagues. The ideal candidate has post-secondary education, strong customer service skills, and proficiency in...
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Investment Associate
1 week ago
Mississauga, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...