Publié avant-hier
OLB Senior Operations Representative, Scotia iTRADE - Toronto, ON
@ Scotiabank
Toronto, Ontario
En bref
Scotiabank is hiring a Senior Operations Representative for Scotia iTRADE in Toronto, Ontario. The role processes complex, high-risk client requests across onboarding, brokerage transfers, cash management or physical deposits, and trains new colleagues. The posting asks for one or more years in financial services, with the Canadian Securities Course and Conduct and Practice Handbook an asset.
Responsabilités :
- Process high-volume, complex and higher-risk client requests
- Make account corrections within authorized limits
- Coordinate processes with support teams
- Train new colleagues and implement new procedures
- Work on special projects as assigned
Résumé des exigences :
- One or more years in a financial services role
- Knowledge of brokerage or direct investing operations
- Strong organization, problem solving and time management
- Experience with Scotia Wealth brokerage applications (ADP, STAR, Wealth One)
- Strong Microsoft Word, Excel and Access skills
Outils et compétences
Source et dates
Site carrière / système de candidatures · successfactors
- Date publiée par l’employeur
- 2026-11-09
- Première détection par notre source
- 2026-11-10
- Mise à jour du dossier source
- 2026-11-10
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Opérations |
| Expérience | 1 an(s) et plus |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | Canadian Securities Course (CSC), Conduct and Practice Handbook (CPH) |
| Formation | Collégial (DEC) (préféré), Baccalauréat (préféré) |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Scotiabank
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
- Abonnés LinkedIn
- 1 518 101
- Personnes associées sur LinkedIn
- 91 736
- Bureaux déclarés
- 40 King St W, Toronto, Ontario M5H, CA
- Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX
- Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
- Catégories d’activité
- Finance
- Banking
- Asset Management
- Financial Services
- Autres noms enregistrés
- Scotiabank
- Spécialités
- Banking
- Wealth Management
- Investment Banking
- and Technology
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 1 066 913 622
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Public Company |
| Spécialités | BankingWealth ManagementInvestment Bankingand Technology |
| Offres sur Jobsy | 846 |
| Voir la page |
Requisition ID: 279130
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.
Accountabilities:
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. 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.
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