Registered Products Officer (Dynamic Funds)

Scotiabank; Toronto; On-site; CAD 52,000 - 68,000; Full time

Job summary

Scotiabank's Dynamic Funds division seeks a Registered Products Officer in Toronto to accurately process mutual fund transactions and resolve service requests. You will ensure data integrity, meet KPIs, and communicate effectively with clients to address issues and escalating when needed.

With 2–3 years in customer service or back-office roles and solid knowledge of funds, you will thrive in a fast-paced environment, collaborating with leadership to refine procedures and support cross-training.

Qualifications

• 2–3 years experience in customer service or back-office environment.
• Good product knowledge (funds, account characteristics).
• Strong problem-solving skills and attention to detail.
• Excellent verbal and written communication; able to create documents and presentations.

Responsibilities

• Accurate processing of financial and non-financial mutual fund transactions.
• Quality control of team tasks as required; data integrity reviews.
• Place outbound calls to resolve NIGO items and respond to escalated client inquiries.
• Meet individual, team and department KPIs and contribute to process improvements.
• Work with Leadership to define procedures and to update policies and cross-train team members.
• Participate in special projects and other duties as required.

Skills

Customer service

Data accuracy

Communication skills

Problem solving

Attention to detail

Team collaboration

Tools

iFast

AWD

Job description

Registered Products Officer (Dynamic Funds)

Requisition ID: 273953

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Purpose: Provide excellent service to clients by executing trade tickets and resolving service requests.

Is this role right for you? In this role, you will:

• Accurate Processing of financial & non-financial mutual fund transactions;
• Quality control of team tasks as required;
• Review and action data integrity reports
• Place outbound calls to resolve NIGO items;
• Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication;
• Meet individual, team, and department Key Performance Indicators (KPI)
• Investigate and track system issues and develop workarounds/solutions;
• Work with Leadership Team to define and enhance procedures;
• Work with Leadership Team to update Policies and Procedures
• Work with Assistant Manager to ensure all team members are fully cross-trained;
• Work with team to provide proactive solutions to problems and potential issues;
• Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement;
• Participate in special projects/assignments; perform other duties as required

Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:

• Good call efficiency while maintaining quality customer service;
• Knowledge of industry databases (i.e. iFast, AWD) a definite asset;
• Minimum 2 to 3 years experience in customer service or backoffice environment;
• Good product knowledge (funds, account characteristics, industry knowledge);
• Strong problem-solving skills;
• Strong attention to detail;
• Good verbal & written communication skills; must be comfortable creating documents and making presentations and recommendations
• Ability to prioritize & organize incoming work;
• Ability to coach and provide feedback to team members on performance
• Able to cross train team members to perform team tasks
• Excellent time management skills;
• Ability to work in a fast-paced, constantly changing environment;
• Ability to multi-task;
• Ability to meet and maintain specified minimum productivity and quality standards

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.