Requisition ID: 177576

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

There's no better way to find your dream job than to do a co-op or internship with Scotiabank! During your work term, you’ll have the opportunity to be part of a winning team, build your network, and discover what you love – all while getting paid to do it! There’s a place for every type of student at Scotiabank and all that we ask for is that you have passion and strong AOO (Attitude, Ownership and Opportunity).

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

• Ensure a high level of non-trade client service by:

• Provide support to advisor teams by answering phones and making outbound follow up calls
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

• Provide administrative support by:

• Processing client account documentation
• Setting up, maintaining client files and information on the appropriate systems
• Following up on outstanding documentation for restricted accounts
• Ensuring all client interaction is accurately documented
• Gathering deferred sales charge (DSC) information
• Contact mutual fund companies for information about Offbook accounts and to process client requests.
• Call insurance companies for client insurance policy information.
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements

• Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

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

• You are currently enrolled in post-secondary education.
• You love to learn and envision yourself working for an international organization that heavily invests in your future.
• You enjoy being involved in extracurricular activities such as conferences, clubs, and competitions.
• You have excellent written and verbal communication skills
• You have strong organizational skills
• You’re able to take initiative and work independently
• You’re able to meet deadlines
• You possess knowledge of Microsoft systems: Word, Excel and PowerPoint

Location(s): Canada : Manitoba : Winnipeg

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. 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.