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Scotiabank

Client Onboarding Senior Representative

Toronto, ON, M5J 2M4, Canada

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Job details

Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

Requisition ID: 275401

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

As a Client Onboarding Senior Representative, you will be responsible for providing oversight/control on client account opening documents to help reduce the firm's risk with the applicable regulating bodies.

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

Review, analyze and approve//reject documents for completion and accuracy using various system applications
Provide support on account opening related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures
Adhere to processing deadlines within established Service Level Agreement (SLA), ensuring customer satisfaction and processing efficiency levels are met and maintained
Maintain client account integrity by performing sundry duties as required

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
Canadian Securities Course (CSC) is an asset
Proficient in Microsoft Word, Excel, and Power Point
Effective communication skills to effectively provide detailed information to various departments
The ability to exercise sound judgment in the prioritization of workload
The ability to manage multiple interruptions while maintaining workload
An ability to rapidly respond to inquiries in an intelligent and informed fashion
The ability to manage conflicting priorities, aggressive delivery or problem resolution lead time, and highly valuable, extremely sensitive customer relationships
A reactive and proactive focus on client service, industry regulations and product requirements
Strong attention to detail

Location(s): 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.

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More about this job

Responsibilities

The Senior Representative is responsible for reviewing and approving client account opening documents to ensure accuracy and regulatory compliance. They must also manage account-related queries while adhering to strict service level agreements and internal policies.

Requirements

Candidates should possess post-secondary education and proficiency in Microsoft Office applications. Strong attention to detail, effective communication skills, and the ability to manage conflicting priorities are essential for success in this role.

Skills

Account opening
Document review
Regulatory compliance
Risk management
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Communication skills
Attention to detail
Prioritization
Problem resolution
Client service
Industry regulations
Data analysis

Visa sponsorship

Not detected in the job text

Keywords

Client Onboarding
Account Opening
Regulatory Compliance
Risk Oversight
Service Level Agreement
SLA
Canadian Securities Course
CSC
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Banking
Wealth Management
Financial Services
Document Verification
Policy Adherence

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