ScotiaMcLeod - Transition Specialist
4 weeks ago
ScotiaMcLeod - Transition Specialist Requisition ID: ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture – life, family, business, and future. Introduction: As a Transition Specialist your primary focus is to provide centralized administrative support for select Advisor teams. The Transition Specialist will act as liaison between head office and Advisor teams. What You’ll Be Doing: Gather client and corporate account information and open accounts, including complex account openings. Process new account documentation and monitor all outstanding documentation. Process incoming client account transfer requests, adhering to regulatory deadlines. Scan and transmit documentation to Head Office. Ensure a high level of client service by maintaining and communicating status of all work in progress to Manager or Project Lead. Adhere to all firm and regulatory policies by staying current with regulatory rules regarding client account documentation, account transfers, AML and ATF. Provide additional administrative support to advisor teams within the region. Identify and escalate incidents of concern. Contribute to the effective functioning of the team by: Building effective working relationships across teams, operations and head office contacts. Maintaining a high level of client service and facilitating a culture of open and honest communication. Actively participating and contributing to touch‑bases and team meetings. Encouraging the generation of new ideas and approaches. Actively sharing knowledge and experience to enhance the development of all team members. Developing and executing a meaningful employee development plan. Do You Have the Skills? Excellent written and verbal communication skills. Strong organizational skills. Ability to take initiative and work independently. Ability to meet deadlines. Knowledge of Microsoft Word, Excel and PowerPoint. Previous industry experience. Secondary education. Bilingual in French is an asset. Working Conditions: Travel within the province and country will be required occasionally. Flexible working with evening hours and weekends when required. What’s in It for You: Competitive compensation and benefits package including annual incentive plans, time off entitlements, pension plan, employee share ownership plan and favourable employee rates for banking. The opportunity to join a forward‑thinking organization surrounded by a collaborative team of innovative thinkers. An organization committed to making a difference in our communities – for you and our clients. An inclusive working environment that encourages creativity, curiosity and celebrates success. Learning and development via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device. Location: Toronto, Ontario, Canada Scotiabank is a leading bank in the Americas guided by our purpose: “for every future”. If you require accommodation during the recruitment process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. #J-18808-Ljbffr
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ScotiaMcLeod - Transition Specialist
1 week ago
Toronto, Canada Scotiabank Full timeScotiaMcLeod - Transition Specialist Requisition ID: 244415 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by...
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ScotiaMcLeod - Transition Specialist
1 week ago
Toronto, Canada Scotiabank Full timeScotiaMcLeod - Transition Specialist Requisition ID: 244415 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by...
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ScotiaMcLeod - Transition Specialist
1 week ago
Toronto, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: ScotiaMcLeod - Transition Specialist Requisition ID: 244415 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping...
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Scotiamcleod Transition Specialist
2 weeks ago
Toronto, Canada Scotiabank Full timeRequisition ID: 230522 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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ScotiaMcLeod - Transition Specialist
7 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 244415 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...
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ScotiaMcLeod - Transition Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeOverview ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family,...
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ScotiaMcLeod - Transition Specialist
6 days ago
Toronto, Ontario, Canada Scotia Wealth Management Full timeRequisition ID: 244415ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...
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Scotiamcleod Transition Specialist
6 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 234679 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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ScotiaMcLeod - Transition Specialist
7 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 244415ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...
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Toronto, Canada Scotiabank Full timeRequisition ID: 208550 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
