Scotiabank

Senior Investment Officer

Scotiabank • $100K — $120K *
Mississauga, ON L4T 0A1In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Post-secondary education or 2+ years of relevant experience in Financial Services.
  • Strong customer service skills with adaptability to changes.
  • Knowledge of business credit related to Corporate and Commercial Banking policies.
  • Experience in setting up and executing accounts and products.
  • Excellent communication (written & verbal) and organizational abilities.
  • Proficient in Microsoft Office applications (Excel, Word, Outlook).
  • Bilingual in French is a plus.

Responsibilities

  • Champion a customer-focused culture to strengthen client relationships.
  • Provide exceptional service for new and existing clients in Payments, Investments, and Day-to-Day operations.
  • Review and approve transactions within designated authority limits.
  • Maintain up-to-date knowledge of products, processes, and policies through training and research.
  • Collaborate with stakeholders to resolve issues and enhance service efficiency.
  • Promptly address service inquiries and complaints from Banking partners.
  • Understand and apply the Bank’s risk culture in daily operations.

Benefits

  • Inclusive work environment fostering team development and motivation.
  • Opportunity for cross-training to enhance skillsets across various areas.
  • National service coverage ensuring consistent client support.
  • Engagement in efficiency-improving pilots and initiatives.
  • Ability to operate independently within assigned transaction authorities.
Full Job Description
Requisition ID: 270189

Contributes to the overall success of the Client Service team supporting Corporate and Commercial Banking clients in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

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.
  • Provides an excellent customer experience by taking responsibility for and ensuring ongoing service for new and existing clients as it pertains to one of three focus areas:
  • Payments i.e. certified cheques, wires, bank drafts, foreign currency etc.
  • Investments i.e. investment purchases, redemptions, withdrawals etc.
  • Day to Day i.e., indexing, inquiries, investigations etc.
  • and thereby adhering to established Operating Performance Commitments (OPCs).
  • Responsible to review and approve officer transactions within authorization limits
  • Maintains up-to-date knowledge and understanding of relevant products, processes and policies, including completing internal training, and reviewing appropriate news items and publications.
  • Participates as an active partner, and initiates changes by working with stakeholders and business lines to resolve issues, remove roadblocks, reduce costs and improve services.
  • Responds promptly and effectively to service inquiries, concerns and complaints from Banking partners, with the ability to:
  • Resolve day-to-day servicing issues and reduce business and client impact with managerial direction as required.
  • Analyze situations and present sound recommendations and decisions to overcome any obstacles, and escalating if required.
  • Facilitate decision making processes by providing timely, meaningful and easily available data.
  • 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 Scotiabank Code of Conduct.
  • Champions a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vision/values/business strategy and managing succession and development planning for the team.
  • Perform other related duties as assigned.


Dimensions
  • Operates independently to execute day-to-day operations within assigned authorities/limits
  • Reviews and processes high volumes of standard/non-standard service and credit transactions of customers (inquiries, investigations, transfers between accounts, confirmations, etc.).
  • Ensures customer identification is executed through Business Authentication processes
  • Acts as a dedicated point of contact for service activities, providing expert and timely assistance to our clients and business partners on all Commercial and Corporate Banking products, services, tools, procedures, etc.
  • Recognizes and identified knowledge gaps and performance concerns and sharing these thoughts through an appropriate escalation process
  • Taking responsibility for client and partner inquiries, concerns, or complaints and presenting solutions or alternatives
  • Business Units supported include, but are not limited to: Commercial Banking, Small Business, Corporate, Global Risk Management, Payments & Cash Management, Audit, Quality Assurance, Trade services, Scotia Leasing, Real Estate Banking, Client Services and Solutions, Cash Management Call Centre, Symcor, and other units (as applicable). Services approximately 37,000 Commercial/Corporate clients.
  • Provides national coverage between the hours of operation (7 a.m. - 8 p.m. Eastern Standard Time). Shifts may vary.
  • Assist with implementing efficiency-focused improvements to operating procedures and/or systems in order to meet Bank regulations by participating in pilots and "test & learn" as required.
  • Participates in cross-training to broaden skillsets across different areas.


Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
  • Post-Secondary Education or a minimum of 2 years of relevant working experience in Financial Services or related industry.
  • Proven customer service skills, as well as flexibility to adapt to changing environments.
  • Knowledge of business credit as it applies to the Corporate, Commercial and Small Business Bank's policies & procedures, products & services, and security & collateral documentation.
  • Implementation experience in the setup and execution of accounts, products & services, and loan/funding.
  • Strong Communication (written & verbal) and Organizational Skills.
  • Working knowledge of Microsoft Office (Excel, Word, and Outlook).
  • Bilingualism in French is an asset.


Location(s): Canada : Ontario : Mississauga

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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