Senior Manager, Onboarding Support

1 month ago

Toronto, Canada Scotiabank Full time

 

 

 

Requisition ID: 209944

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

The Senior Manager, Onboarding Support leads a team that is responsible for supporting Canadian Wealth Management (CWM) businesses in all account opening & maintenance activities and providing direction and support to CWM businesses on matters of policy and procedures with specific expertise in complex areas of AML, QI, FATCA, CRS, KYC, CIRO, and Registered Accounts. The Senior Manager will champion strategic business improvements that will provide enhanced field support and high-quality end client experience. The Senior Manager will also be responsible for leading and delivering projects in support of Wealth Management’s business strategies as it relates to client onboarding.

 

This role is a 12-month contract.

 

Is this role right for you? In this role you will:

 

Champion a client focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge

 

Administrative and operational support

  • Lead a team responsible for providing support to the CWM Businesses on account opening policy, procedures, and applications
  • Lead and motivate a team of professionals in their delivery of exceptional customer service while supporting the CWM businesses in their onboarding processes, procedures, policies, and application inquiries
  • Work with the Director, Client Onboarding to resolve complex, multi-faceted problems to meet the business needs of the CWM businesses with a specific focus on creating operational efficiencies and solutions for client onboarding
  • Work effectively with other departments and outside vendors, ensuring all interactions with both internal and external contacts are professional, are handled in a timely manner and completed with accuracy
  • Ensure all operational and support issues are escalated when needed
  • Act as CWMO representative in various meetings

Projects & Other

  • Participate in CWMO operational projects and the Wealth Businesses technology projects when necessary to ensure operational efficiencies for the client onboarding process with respect to the front office as well as for the back-office approval process
  • Be responsible for all communications required as it pertains to the department
  • Become an onboarding specialist with subject matter knowledge across the various CWM businesses
  • Provide expertise, leadership, direction, and support of all internal onboarding audits for all the Wealth Businesses, working with Senior Auditors and Senior Business Executives
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Create an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Build a high-performance environment and implements a people strategy that attracts, retains, develops, and motivates their team by fostering an inclusive work environment and using a coaching mindset; communicating vison / values / business strategy; and managing succession and development planning for the team.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

 

  • 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
  • Project management skills
  • Solid understanding and experience in the Wealth Management Business (full-service brokerage, discount brokerage, investment counsel, trust) and operations required
  • Experience working closely with various levels of management / executives
  • Experience working with technology partners
  • Strong communication skills with the ability to write clearly and concisely and the ability to speak confidently with various senior leaders
  • Strong analytical skills with the ability to understand all the various elements of operations, to be able to define the problem and propose a solution
  • Pro-active in your quest for knowledge of operations, with a strong strategic thinking capability, think outside the box, problem solve, and multi-task
  • Must be comfortable working independently with the ability to prioritize tasks and manage time efficiently, without direct input or oversight
  • Work effectively in a group environment across various operations, front office, and functional areas
  • Strong relationship management skills to build and maintain strong relationships with various stakeholders

 

Location(s):  Canada : Ontario : Toronto 

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.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. 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.

  • Onboarding Support Coordinator

    6 months ago

    Toronto, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Onboarding Support Specialist

    1 month ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 210636 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Onboarding Support Specialist, you will be responsible for providing support to the Canadian Wealth Management (CWM) businesses in all account opening & maintenance activities. You will provide direction and support on matters...

  • Manager, Training Delivery and Onboarding

    2 months ago

    Toronto, Canada Neilson Financial Services Full time

    **Company Description** At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice. We have...

  • Onboarding Specialist

    6 months ago

    Toronto, Canada EcoOnline Full time

    **About us.** **Workplace safety is a fundamental part of our DNA, and we take pride in ensuring that we make a positive impact on the lives of others.** By developing leading software solutions that safeguard people and the environment, we are positively impacting the world. Leveraging data and technology to drive a modern culture of health and safety...

  • Customer Support Specialist

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living Solutions: We are a tech startup passionate about enhancing the lives of seniors and their families through our innovative communication platform.Our mission is to create seamless experiences that connect communities, foster engagement, and empower senior living communities to thrive.We value collaboration, teamwork, and a...

  • Senior Derivatives Onboarding Analyst

    7 months ago

    Toronto, Canada Company 19 - John Hancock Life Insurance Company (U.S.A.) Full time

    Description The Opportunity The Senior Derivatives Onboarding Analyst will report to the Manager of Derivatives Onboarding within the Global Derivatives Services team. The Derivatives Onboarding team supports the Manulife Asset Management and Life Insurance businesses globally by performing all setup steps necessary for derivatives trading....

  • Onboarding Specialist

    2 days ago

    Toronto, Canada AMZ Prep Full time

    Job Overview AMZ Prep Canada is seeking a strategic and customer-focused Client Onboarding Specialist to drive exceptional partner and client integration experiences. The ideal candidate will be responsible for seamlessly bringing new clients and partners into our ecosystem, ensuring a smooth, efficient, and value-driven onboarding process. Key...

  • Onboarding Specialist

    2 days ago

    Toronto, Canada AMZ Prep Full time

    Job OverviewAMZ Prep Canada is seeking a strategic and customer-focused Client Onboarding Specialist to drive exceptional partner and client integration experiences. The ideal candidate will be responsible for seamlessly bringing new clients and partners into our ecosystem, ensuring a smooth, efficient, and value-driven onboarding process.Key...

  • Senior Derivatives Onboarding Analyst

    7 months ago

    Toronto, Canada Manulife Full time

    Job Description The Opportunity The Senior Derivatives Onboarding Analyst will report to the Manager of Derivatives Onboarding within the Global Derivatives Services team. The Derivatives Onboarding team supports the Manulife Asset Management and Life Insurance businesses globally by performing all setup steps necessary for derivatives trading....

  • Customer Support Professional

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living SolutionsWe're passionate about enhancing the lives of seniors and their families through our innovative communication platform.Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be their best selves. As a rapidly growing tech startup, we...

  • Support & Training Specialist

    3 weeks ago

    Toronto, ON, Canada InTouchLink Senior Living Solutions Full time

    At InTouchLink, we are passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves. As a rapidly growing tech startup, we value a...

  • Training Support Specialist

    3 weeks ago

    Toronto, ON, Canada InTouchLink Senior Living Solutions Full time

    At InTouchLink, we are passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves. As a rapidly growing tech startup, we value a...

  • Strategic Onboarding Manager

    1 week ago

    Old Toronto, Canada Manulife Insurance Malaysia Full time

    About the RoleAs a Strategic Onboarding Manager at Manulife Wealth, you will play a critical role in ensuring a seamless transition for new advisors joining our team. Your expertise will be instrumental in driving high performance and continuous development within your team.Key ResponsibilitiesLead and manage a team responsible for onboarding and...

  • Volunteer Onboarding Manager

    6 months ago

    Greater Toronto Area, Canada Scouts Canada Full time

    Location: Greater Toronto Area/Remote Do you want to be a part of the change you want to see in the world? At Scouts Canada, our Vision is “Canadian youth making a meaningful contribution to creating a better world.” We need passionate individuals who share our Mission to develop well-rounded youth better prepared for success in the world. Energized by...

  • Manager, Residence Operations Administration

    6 months ago

    Toronto, Canada Amica Senior Lifestyles Full time

    Job Description: **Manager, Residence Operations Administration** **Amica Senior Lifestyles Support Office** **Full Time** **Locations**:Toronto, Ontario or Vancouver/ Victoria BC - Hybrid with extensive travel required Established in 1996, Amica Senior Lifestyles owns and operates over 30 senior living residences in British Columbia and Ontario, while...

  • Customer Onboarding Manager

    3 months ago

    Toronto, Canada RamSoft Full time

    **About us** **What are we looking for?** The Customer Onboarding Manager will set up customers for immediate success by facilitating the implementation process for new accounts, add-on features and Integrations with 3rd party systems. The Customer Onboarding Manager will educate new customers, and ensure smooth adoption of RamSoft products. **What will...

  • Onboarding Specialist

    6 months ago

    Toronto, Canada Provincial Smart Home Services Full time

    **Job Title**: Onboarding Specialist **Location**:1243 Islington Ave Floor 2 **Working Hours**: Monday to Friday, 3:00 PM to 11:00 PM **Salary**: $21.50 per hour **Job Overview**: **Key Responsibilities**: **New Customer Onboarding**: - Guide new customers through the onboarding process, ensuring a positive and informative experience. - Provide...

  • Marketing Manager

    6 months ago

    Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

    **Marketing Manager - Advisor Onboarding** **Location**:This position is located in our Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of...

  • Desktop Support Specialist

    6 months ago

    Toronto, Canada Amica Senior Lifestyles Full time

    Job Description: **About Us** Established in 1996, Amica Senior Lifestyles owns and operates over 30 senior living residences in British Columbia and Ontario, while continuing to grow in select markets. Offering Independent Living (IL), Assisted Living (AL) and Memory Care (MC) lifestyle options, we combine expert care with unparalleled premium hospitality...

  • Onboarding Specialist

    3 days ago

    Toronto, Ontario, C6A, Ontario, Canada AMZ Prep Full time

    Job OverviewAMZ Prep Canada is seeking a strategic and customer-focused Client Onboarding Specialist to drive exceptional partner and client integration experiences. The ideal candidate will be responsible for seamlessly bringing new clients and partners into our ecosystem, ensuring a smooth, efficient, and value-driven onboarding process.Key...