Join Scotiabank as an Onboarding Support Specialist in Toronto, Ontario, delivering top-notch assistance to CWM advisor teams. This role focuses on internal audits and account opening issues with a commitment to excellence.
In this capacity, you will provide first-line support for onboarding and maintenance inquiries, bridging communication between advisor teams and various Head Office departments. With your background in wealth management operations, you will exercise discretion in problem-solving and offer expert guidance during audits, all while supporting data processing tasks.
Key Responsibilities:
• Provide exceptional support for account maintenance issues
• Collaborate with Head Office to resolve onboarding questions




• Lead internal audits for Wealth businesses
• Manage operational issues and escalate as needed
• Conduct data processing tasks to support the business
Requirements:
• University degree required
• At least 2 years’ experience in wealth management
• Proficient in Broadridge, Salesforce, and MS Office
• Solid presentation and communication skills
• Ability to prioritize and multi-task effectively
Leverage your analytical and strategic skills to enhance onboarding processes at Scotiabank.
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📌 Onboarding Support Role At Scotiabank Toronto
🏢 Scotiabank
📍 Toronto