Bilingual Investment Support Officer

Scotiabank; Mississauga; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank in Mississauga is seeking an Investment Support role to champion customer-focused service, process inquiries, and support day-to-day operations within the Investment Support team.

The role requires bilingual English/French, strong communication, and solid accounting and banking operations knowledge, with a hybrid schedule and one evening shift monthly.

Qualifications

• Post-secondary education completed.
• Ability to handle customer inquiries and provide prompt resolutions.
• Flexible in a changing environment and able to cover multiple posts when needed.
• Strong communication skills, both written and verbal.
• Good organizational skills to manage workload and train others.
• Knowledge of accounting principles and banking operations.
• Proficiency with Microsoft Office applications.

Responsibilities

• Champions a customer-focused culture to deepen client relationships and leverage bank services.
• Retrieves and processes transactions and maintains bank systems per Service Level Agreement terms.
• Responds to inquiries in a timely, knowledgeable manner to build trust with customers and stakeholders.
• Supports colleagues with training and cross-training within the department.
• Understands risk culture and ensures day-to-day decisions align with risk frameworks.
• Ensures operational risk, regulatory compliance risk and conduct risk controls are followed.
• Fosters a high-performance environment and supports the Investment Support team.
• Supports all in-office functions for the Investment Support Team.

Skills

Bilingual English-French

Customer service

Banking operations

Microsoft Office

Accounting principles

Education

Post-Secondary Education

Tools

Microsoft Office

Job description

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.
• Retrieves and processes all the transactions received and maintains the Bank’s systems up-to-date following Scotia Service Standards and agreements as per Service Level Agreement terms
• Respond to all inquiries received in a timely and knowledgeable form while fostering a relationship of mutual trust, respect and confidence.
• Supports colleagues with their training or cross-training initiatives within the department.
• Understand how the Bank’s 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.
• Support all in office functions for Investment Support 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:

• Post-Secondary Education
• Ability to deal effectively with customer’s inquiries, complaints, referring to a Manager/Supervisor where necessary, and ensure a prompt and accurate resolution is provided to the complete satisfaction of all parties involved, the Customer, the Bank, and Investment Support department.
• Demonstrated flexibility in a constantly changing environment (procedural and automated), being versatile and able to provide cover on several posts at different times and at different levels on any given day concurrently.
• Good communication verbal and written to prepare business letters, reports and documents for customers, and external resources as required.
• Good organizational skills to manage workload and effectively assist/train employees.
• Demonstrated knowledge of Accounting Principles, Banking Operations and its linkages/interdependencies with internal and external business partners.
• Good knowledge of Microsoft Office applications (Excel, Word, Outlook)
• Bilingual (English and French) required.

Working Conditions

• This role is Hybrid and attending the office 4 times per week is mandatory. You may be required to attend the office more than 3 times a week based on business needs and requirements.
• The candidate will also be required to work an evening shift one week out of every month (this may increase due to team capacity and business needs) - 12:00PM to 8:00 PM

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.

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

Contributes to the overall success of Investment Support team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.