Associate, Business Controls (Dynamic Funds) - Toronto, On

Scotiabank; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas seeks an Associate, Business Controls in Toronto. This role involves managing ticket requests, ensuring compliance with policies, and improving processes. Ideal candidates will have a post-secondary degree, strong organizational skills, and knowledge of the financial industry.

Qualifications

• Minimum 1-2 years of relevant experience in financial services.
• Strong organizational and interpersonal skills.
• Able to manage concurrent projects under pressure.

Responsibilities

• Manage ticket requests and purchases compliance with policies.
• Enhance trackers for monitoring ticket purchases.
• Document procedures and assist with training.

Skills

Organizational skills

Interpersonal skills

Attention to detail

Bilingual (French/English)

Education

Post-Secondary degree

Tools

Microsoft Office Suite

CRM tools

Business intelligence tools

Excel Pivot Tables

SharePoint

Salesforce

Job description

Requisition ID: 227371

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

The Associate, Business Controls’ primary duties is to manage the review and tracking of all ticket requests and purchases, ensuring all are within the policies and guidelines outlined in the Dynamic Funds Sales Practices Policy. The Associate will be a subject matter expert for all business promotional activities and provide professional and timely support to the Dynamic Funds group in processing requests. In their execution, the Associate, Business Controls is to act independently within approved project guidelines and department and Bank policies.

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

• Manage the Centralized Office of Ticket Management which involves pre-approval, ticket purchasing, ticket disbursement, tracking, and post approval
• Maintain and enhance trackers for monitoring ticket purchases and assignments, with a focus on reporting and analytics
• Ensure adherence to key controls and support the identification and implementation of process and system improvements
• Document procedures and assist with training other team members and business partners on new or existing functions
• Identify gaps in existing processes to boost operational efficiencies and accuracy using existing and new tools such as but not limited to Excel Pivot Tables, SharePoint, and Salesforce
• Coordinate with the Dynamic Sales team to acquire and compile any missing documents, as well as track and follow up on outstanding requests
• Complete expense reviews to ensure all spending is within policy limits
• Prepare and lead monthly meetings with the Dynamic Sales Team
• Co-ordinate and prioritize several concurrent projects by undertaking ad-hoc tasks as delegated, contributing to the daily Business Control activities that support the Business line

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

• Post-Secondary degree

• Minimum 1-2 years of relevant experience

• Knowledge of the financial services industry is an asset
• Knowledge of Ontario Security Commission regulatory requirements around National Instrument 81-105 is an asset

• Proficient in Microsoft Office Suite with an emphasis in MS Excel and pivot tables

• Experience with CRM and Business intelligence tools an asset
• Bilingual (French/English) is considered an asset
• Strong organizational skills to co-ordinate and prioritize several concurrent projects
• The ability to work under pressure in a fast-paced, multi-faceted environment
• Strong interpersonal skills that facilitate a positive and effective working environment
• A proven track record of meeting deliverables
• The ability to work as both a team member and independently with general oversight
• High motivation, are independent and results-oriented
• A high attention to detail

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.