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.

Review, analyse and process all incoming adjustment requests and documentation ensuring information and forms are correct and actioned within bank policy and government legislation.

Prepare all necessary accounting entries and process transactions within established time frames and assigned limits.

Actively seek opportunities for improvements in quality, controls, and productivity through participation in coaching, huddles, problem solving and skill building.

Prepare and post applicable journal vouchers, cheque or IBT requisitions, and manual tax forms and submit to Team Leader and/or Manager for authorization in order to facilitate the reconciliation of weekly tax remittances, monthly estate runs, general ledgers and tax accounts.

Ensure tax accounts are in a balanced condition to facilitate the completion of government filing of summaries/segments in the established time frames.

Investigate and resolve all rejected items, manual entries and discrepancies in a prompt and effective manner.

Assume other duties as assigned to meet operational requirements.

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.

Champions a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work setting; communicating vison/values/business strategy and managing succession and development planning for the team.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have: Thorough knowledge of Bank policies and procedures.

Knowledge of Government Regulations as they apply to Registered and Non-Registered Plans.

Proven ability to organize workload, anticipate demand and manage time effectively to meet deadlines is essential.

Analytical, research and problem solving skills are essential; the incumbent is responsible for the execution of complex adjustments, requiring the review of several systems, reports, and Investment/client information.

Effective and diplomatic communication skills to maintain a harmonious work relationship with various internal and external partners.

Post-Secondary Certificate or Diploma and/or Bank/Industry experience.

Working Conditions Work in a standard office-based environment; non-standard hours are a common occurrence.

The candidate will also be required to work 8:00 AM - 4:00 PM and 12:00 PM to 8:00 PM.

📌 Investment Support Officer (Mississauga)
🏢 Scotiabank
📍 Mississauga