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Operations Leader: Client Onboarding & Process Excellence

Scotiabank

Toronto

On-site

CAD 90,000 - 120,000

Full time

2 days ago
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Job summary

A leading financial institution in Toronto is seeking a Manager of Operations. The role involves overseeing client onboarding and operational processes while ensuring compliance and enhancing the client experience. Ideal candidates should have over 5 years in financial services with strong leadership and customer service skills. This opportunity offers a vibrant work culture focused on teamwork and high performance.

Qualifications

  • 5+ years financial services industry experience, preferably in a people manager role.
  • High level of brokerage industry knowledge.
  • Experience working on projects that improve client experience.

Responsibilities

  • Manage and oversee one or more functional area of iTRADE Operations.
  • Enhance the client experience by managing day-to-day processes.
  • Ensure adherence to operational guidelines and compliance.

Skills

Client onboarding
Cash management
Superb customer service orientation
Strong analytical skills
Excellent communication skills

Education

College or University degree
Canadian Securities Course (CSC)
Conduct and Practice Handbook (CPH)

Tools

Microsoft Word
Microsoft Excel
ADP
AS400
Job description
A leading financial institution in Toronto is seeking a Manager of Operations. The role involves overseeing client onboarding and operational processes while ensuring compliance and enhancing the client experience. Ideal candidates should have over 5 years in financial services with strong leadership and customer service skills. This opportunity offers a vibrant work culture focused on teamwork and high performance.
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