senior financial analyst

Scotiabank; Montreal; On-site; CAD 65,000 - 95,000; Full time

Job summary

A leading bank seeks a Senior Client Solutions Analyst to support their Real Estate Banking team in Montreal. The ideal candidate will be responsible for managing client relationships, supporting credit analyses, and ensuring compliance with regulatory standards. This full-time role involves working closely with various clients, and offers opportunities to contribute to the team's success through effective operations and client service enhancements.

Qualifications

• Strong analytical skills with knowledge of client onboarding processes.
• Experience with KYC, AML regulations, and credit documentation.
• Ability to handle multiple tasks and maintain attention to detail.

Responsibilities

• Provide credit and administrative support for loan and deposit accounts.
• Assist with new applications and annual reviews.
• Coordinate client onboarding and documentation requirements.

Skills

Client Relationship Management

Credit Analysis

Regulatory Compliance

Financial Reporting

Education

Bachelor's Degree in Finance or relevant field

Job description

Title posted on CareerBeacon - Senior Client Solutions Analyst, Real Estate Banking - Montreal, QC

Posted onJune 04, 2025 by Employer details Scotiabank

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senior financial analyst

Title posted on CareerBeacon - Senior Client Solutions Analyst, Real Estate Banking - Montreal, QC

Posted onJune 04, 2025 by Employer details Scotiabank

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Job details

Requisition ID: 227233Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Client Solutions Analyst (SCSA) contributes to the overall success of Real Estate Banking, Canadian Commercial Banking, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies and procedures.The Sr. CSA provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.He/she assists Relationship Managers with annual reviews, new applications and amendments and ensures that required reports are received and analyzed in accordance with conditions of the loan commitment.The Sr. CSA reviews all new credits for prefunding conditions, reporting requirements and sets up files and diary system for new and existing credit facilities.He/she coordinates the completion of all documents required for Global Transaction Banking products and services (i.e. current accounts, RDC, KYC documentation); Follows up and rectifies security defects on BSC Defect List.Is this role right for you? In this role, you will:Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.Working closely with Director and Associate Director, the Senior Client Solutions Analyst is responsible for providing a variety of services to a portfolio of existing and prospective clients.This role is responsible for providing services to a portfolio of existing and prospective clients:Onboarding: Supporting the collection of information directly from clients and from various sources necessary to assess the client's risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includes contacting clients, sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups. New Credit: this would include a variety of task including preparing credit file and ensure all documents filed, funding checklist/advance documentation/draw requests, liaison with solicitor for legal docs etc. Coordinating efforts with internal partners and directly reaching out to clients to address various activities such as resolution of escalated client challenges, collection/processing of financial reporting, satisfaction of funding requirements and onboarding needs, in addition to assisting and collecting information necessary to support them in their preparation of credit reviews, as instructed by the Associate Directors and enables them to make credit recommendations, conducting financial and credit analysis. In addition, the Senior Client Solutions Analyst supports the team with credit proposals Look for opportunities to enhance client needs by providing Directors, with referrals for ancillary products and other partner opportunities. In addition, provide suggestions to continually improve processes which may include auctioning feedback received directly from clients or through client satisfaction vehicles such as the Pulse. Understand how the Bank's 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. Champi

• Location Montréal , QC
• Workplace information On site
• Salary Not available
• Terms of employment Permanent employment Full time
• Starts as soon as possible
• vacancies 1 vacancy
• Source CareerBeacon #2163891

• Montréal, QC

View the full job posting on CareerBeacon

Advertised until

2025-07-03

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