Bilingual (English/French) Investment Support Officer

Requisition ID: 185913
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose
Contributes to the overall success of the Taxation Department/Investment Support 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.

Accountabilities

• 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 estatablished 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 environment; communicating vison/values/business strategy and managing succession and development planning for the team.

Dimensions

• Products supported Registered BNS/SSI and Non-Registered SSI (RRIF. RRSP, LIF, LRIF, PRIF, LIRA), TFSA BNS/SSI
• Authorized Limits
• Systems: RPM SSUI, Intralink, CGI PrimeBase, Image/AS400, Standard Amendable Web, FFT

Education and Experience

• 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. Limited travel domestically.

Location(s): Canada : Ontario : Mississauga || 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.