Investment Support Officer

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

Requisition ID: 237938

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

Investment Support Officer - Mississauga

Purpose

Contributes to the overall success of the Taxation 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.

Responsibilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
• Review analyse and process all incoming adjustment requests and documentation ensuring information and forms are correct and actioned within bank policy and government legislation. Prepare all necessary accounting entries and process transactions within estatablished time frames and assigned limits.
• Actively seek opportunities for improvements in quality controls and productivity through participation in coaching huddles problem solving and skill building.
• Prepare and post applicable journal vouchers cheque or IBT requisitions and manual tax forms and submit to Team Leader and / or Manager for authorization in order to facilitate the reconciliation of weekly tax remittances monthly estate runs general ledgers and tax accounts. Ensure tax accounts are in a balanced condition to facilitate the completion of government filing of summaries / segments in the established time frames. Investigate and resolve all rejected items manual entries and discrepancies in a prompt and effective manner.
• Assume other duties as assigned to meet operational requirements.
• 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

• Thorough knowledge of Bank policies and procedures. Knowledge of Government Regulations as they apply to Registered and Non-Registered Plans.
• Proven ability to organize workload anticipate demand and manage time effectively to meet deadlines is essential.
• Analytical research and problem solving skills are essential; the incumbent is responsible for the execution of complex adjustments requiring the review of several systems reports and Investment / client information.
• Effective and diplomatic communication skills to maintain a harmonious work relationship with various internal and external partners.
• Post-Secondary Certificate or Diploma and / or Bank / Industry experience.

Working Conditions

• Work in a standard office-based environment; non-standard hours are a common occurrence.
• The candidate will also be required to work an evening shift one week out of every month - 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. 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.