OLB Senior Operations Representative, Scotia iTRADE - Toronto, ON

Scotiabank; Toronto; On-site; CAD 52,000 - 75,000; Full time

Job summary

Scotiabank is seeking an OLB Senior Operations Representative for Scotia iTRADE in Toronto, ON. You will oversee high-volume client requests across onboarding, transfers, and cash management, focusing on complex and high-risk items while upholding policy and SLA.

The role requires at least 1 year in financial services, a college/university degree, and familiarity with Scotia Wealth Brokerage applications (ADP, STAR, Wealth One). Strong organization and communication skills are essential.

Qualifications

• College or University degree preferred.
• 1+ year in a financial services industry role.
• Canadian Securities Course (CSC) and Conduct and Practice handbook (CPH) an asset.
• Prior knowledge of direct investing operations.
• Strong organization, problem solving, and time management skills.
• Experience with Scotia Wealth Brokerage Applications (ADP, STAR, Wealth One).
• Strong PC user skills in Microsoft Word, Microsoft Excel, and Microsoft Access.

Responsibilities

• Maintain current knowledge of policies and procedures pertaining to Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits.
• Display critical thinking when reviewing and processing requests in accordance with business policy and SLA.
• Perform corrections or adjustments to client accounts within authorized limits and/or defined approval criteria.
• Coordinate processes with support teams as required and communicate with clients clearly.
• Maintain current knowledge of operational processes and policy.
• Actively participate or co-lead team learning and coaching sessions.
• Play a key role when training new colleagues or implementing new procedures.
• Work on special projects as assigned.

Skills

Organization skills

Problem solving

Time management

Communication skills

Cross-team collaboration

Education

College/University degree

CSC

CPH

Tools

ADP

STAR

Wealth One

Microsoft Word

Microsoft Excel

Microsoft Access

Job description

Title: OLB Senior Operations Representative, Scotia iTRADE - Toronto, ON

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

Purpose

The Senior Operations Representative will maintain current knowledge in one or more functional areas including: Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits. They will focus on day-to-day processing of a variety of high-volume requests with particular focus on the more complex and higher risk requests.

Accurate handling of client requests

• Maintain current knowledge of policies and procedures pertaining to one or more functional areas including Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits.
• Display critical thinking when reviewing and processing requests in accordance with business policy and SLA.
• Perform corrections or adjustments to client accounts within authorized limits and/or defined approval criteria.
• Coordinate processes with support teams as required. Exhibit strong written and verbal skills when communicating with clients.
• Maintain current knowledge of operational processes and policy
• Actively participate or co-lead team learning through active cross-training, developmental and team performance activities including team meetings and coaching sessions
• Play a key role when training new colleagues or implementing new procedures.
• Work on special projects as assigned.

Education / Experience / Other Information

• College or University degree preferred.
• 1+ year in a financial services industry role.
• Canadian Securities Course (CSC) and Conduct and Practice handbook (CPH) an asset.
• Prior knowledge of direct investing operations
• Strong organization, problem solving, and time management skills.
• Experience with Scotia Wealth Brokerage Applications (ADP, STAR, Wealth One)
• Strong PC user skills in Microsoft Word, Microsoft Excel, and Microsoft Access

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.