IIA Senior Service Officer - Toronto - Spanish Language Asset Contract 216146

Requisition ID: 216146

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 youll be empowered to deliver Enriched Thinking a unique approach that incorporates your clients thinking as well as our thinking to drive results. Youll work with a team of specialists to deliver a clientcentric approach to wealth management enabling you to consider all the facets of your clients life family and business. With a focus on total wealth planning and wealth specialists to help you deliver on this unique value proposition youll be enabling clients to see not just the big picture but all the little ones too.

PURPOSE:

As a Senior Service Officer you will be responsible for contributing to the overall success of Our International Investment Advisory Team within Scotia Wealth Management by onboarding new advisor teams and client relationships to the firm along with administrative duties.

WHAT YOULL YOU BE DOING
In this role you will:

• Support Branch Management by Completing all administrative duties including filing storage and report distribution.
• Assist with the and implementation of procedures to ensure compliance with corporate policies and industry regulations.
• Effective communication of status updates and followup of account opening documentation and regulatory requirements.
• Process new account documentation and monitor all outstanding documentation such as followups resolving issues updating client info
• Maintain and communicate status of all work in progress to direct manager and multiple Advisor teams
• Build effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Encourage the generation of new ideas and approaches

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word Excel and PowerPoint
• Previous full service brokerage experience
• Secondary education
• Bilingual in Spanish or Portuguese anasset
• Licensed as an Investment Representative through CIRO considered an asset (CSC CPH IR Training)

WHATS IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performanceoriented culture that includes coaching learning and development there are endless possibilities. At ScotiaMcLeod you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forwardthinking organization where you are 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 free access to Scotia Academy to upskill and develop your skills.

Please note this role is a full time 12 month contract

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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.