Service Centre Specialist Full-time Job

The Service Centre Specialist is responsible for supporting Canadian Wealth Management (CWM) (ScotiaMcLeod, iTrade, PIC, and Trust) Advisors, Advisor teams, and clients with all service-related inquiries, Level 1 technology support and matters of policy and procedures, with a specific expertise in complex operational and regulatory practices and initiatives.

 

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

The Must Haves:

• Experience working in an investment trading environment including knowledge of Wealth Applications such as Broadridge, SCORE, WealthOne, and Salesforce is an asset
• Completion of both the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset
• IIROC licensed as an Investment Representative is an asset
• Good understanding of existing client onboarding and maintenance rules, regulations, and processes
• Strong knowledge of the operational processes and systems used in support of Wealth Management business
• Bilingual (French/English) is an asset
   

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

• An ability to multi-task, change priorities and work in a high-volume, fast paced environment
• Effective communication skills both written and verbal
• Strong presentation skills
• An ability to work well in a team environment

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.