Investment Operations Specialist

Scotiabank Global Site; Mississauga; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Mississauga is seeking an Investment Support Officer to contribute to the success of the Taxation Department. The role involves reviewing and processing adjustment requests, ensuring compliance with regulations, and fostering strong client relationships. Candidates should possess strong analytical and communication skills, along with relevant banking knowledge. This position requires effective time management and the ability to work in a dynamic office environment.

Qualifications

• Thorough knowledge of Government Regulations for Registered and Non-Registered Plans.
• Proven ability to organize workload and manage time effectively to meet deadlines.
• Responsible for executing complex adjustments requiring review of multiple systems.

Responsibilities

• Champion a customer-focused culture to strengthen client relationships.
• Review and process incoming adjustment requests and documentation.
• Participate in coaching and skill-building activities to improve productivity.

Skills

Knowledge of Bank policies and procedures

Analytical research and problem-solving skills

Effective communication skills

Time management skills

Education

Post-Secondary Certificate or Diploma

Job description

A leading financial institution in Mississauga is seeking an Investment Support Officer to contribute to the success of the Taxation Department. The role involves reviewing and processing adjustment requests, ensuring compliance with regulations, and fostering strong client relationships. Candidates should possess strong analytical and communication skills, along with relevant banking knowledge. This position requires effective time management and the ability to work in a dynamic office environment.