Estate Specialist Mississauga

Requisition ID: 238785

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

The Estate Specialist contributes to the overall success of the Estate Department Investment Support in Canada ensuring specific individual goals plans initiatives are executed / delivered in support of the teams business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations internal policies and procedures.

Is This Role Right for You In this role you will:

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
• Leadership and Team collaboration to contribute to the effective functioning of the team by identifying unusual items and escalating accordingly; assisting with training of new team members; active participation in coaching skill builds huddles and brainstorming sessions; participation in consultation with partners for technology enhancements and process improvements to make it easier for customers to bank with us while enabling a superior customer experience.
• Provide insight guidance and advice to customers on estate settlement process. Requires discovering of customer needs actively listening and identification of opportunities for business development referrals to partners. Review of all incoming documentation and correction requests to ensure information is correct and actioned within bank policy and government legislation. Develop and maintain expert knowledge of all aspects related to estates administration including operational processes and procedures as well as day to day banking lending and investment processes and procedures.
• Understand how the Banks 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 that will enable you to succeed in this role Wed love to work with you if you have:

• Support all Canadian Branches and Contact Centres Nationally
• Support all Estate Customers Nationally
• Products: Mutual Funds Registered & Non-Registered Plans Registered Accounts (RRIF LRIF PRIF LIRA RRSP RDSP RESP) Retail Deposit
• Products Day-to-Day Banking All Retail Lending Products
• Systems: RPM SSUI IPUI AS400 Image Intralink Sales Builder TLS SAM Credit Applications
• Regulatory: MFDA BNS SSI
• Working knowledge of web-based applications (Windows MS Office etc)
• Key Performance Indicators: Accuracy Productivity SLA/OPC Referrals to Wealth Referrals to Branch Advisors.
• Bilingual (French/English) desirable.
• Ability to deal effectively with Branch/customer complaints referring to a Manager/Supervisor where necessary to ensure resolution is obtained to the complete satisfaction of all parties involved the Customer the Bank and Customer Transaction Support department.
• Well develop communication and interpersonal skills are essential as the incumbent interacts with all levels of staff internal/external contacts as well as providing support and training to staff.
• Estates Administration Certification
• Mutual Fund Licensing (IFIC CSC)
• Post-Secondary Education

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.

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.