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H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Partner closely with the Product Owner, business stakeholders, technology teams, architects, vendors, and other delivery partners to coordinate priorities and maintain delivery alignment.
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Kubernetes Engineer II
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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T
Wealth Operations Analyst I
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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T
Business Information Management Specialist-1
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Business Information Management Specialist-2
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Data Scientist II
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Concrete Scanning/Coring Technician Trainee
Xradar
Halifax, NS
- Full-time
Expanding project management and business development skills while working full-time in the role.
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Program Manager, Project Management Office
EXL
Canada
The Program Manager, PMO will coordinate the planning, coordination, governance, and delivery of cross-functional initiatives across one of our client. Working within the Project Management…
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Vice President of Operations
Northern911
Sudbury, ON
…the clock. Public safety agencies, technology partners, and business customers rely on our teams to gather critical information quickly and accurately and respond with care. Learn more at…
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Senior Joint Venture Representative
Keyera
Calgary, AB
- Full-time
Keyera is seeking a Senior Joint Venture Representative to join our Facility Contracts team. Reporting to the Manager, Facility Contracts, this role serves as the primary steward for a…
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In Store Bakery - Certified Baker TF - Midnight start time
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
White Rock, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
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Deli - Manager Deli 6 MO Contract
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Toronto, ON
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
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G Licence Truck Driver
Diabetes Canada / National Diabetes Trust
Cambridge, ON
Reporting to the Operations Manager, this critical role will work up to 29 hours per week, driving established routes to collect donated clothing and household items from our valued…
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Corporate Store Key Holder - Temporary
Bulk Barn
Whitby, ON
A Store Key Holder assists the Store Manager and Supervisor in all aspects of the day-to-day running of the business.
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ASSISTANT MANAGER
Boutique La Vie En Rose
Laval, QC
Being part of a family-owned business committed to the community;
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JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Vaudreuil-Dorion, QC
Being part of a family-owned business committed to the community;
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Senior Financial Analyst
Trisura Guarantee Insurance Company
Toronto, ON
Reporting to the Manager, Finance, the Senior Financial Analyst will play a key role in regulatory, reinsurance and financial reporting. The position will be responsible for preparing the…
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Manager, Digital Channels (YouTube)
Blue Ant Media Inc.
Toronto, ON
The Manager, Digital Channels will manage and guide internal team members, freelancers, and cross-functional partners to ensure all content is optimized for platform performance, aligned…
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Marketing Manager, Consumer Products & Brands
Blue Ant Media Inc.
Toronto, ON
Blue Ant Media (TSX: BAMI) is an international streamer, production studio, advertising sales and rights-management business. The company operates a diverse portfolio of free streaming and…
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Senior Project Manager
BGIS
Ottawa, ON
- Full-time
The Senior Project Manager plans and oversees the end-to-end delivery of assigned projects and ensures delivery within scope, budget and requirements. At this level, projects are typically…
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Bilingual Operations Manager (EN/FR)
BGIS
Montreal, QC
- Full-time
The Manager, Operations is responsible for operations and budget management, service delivery management, project management, client relationship management, health and safety, and…
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C
FT Liquor Clerk (Martensville Liquor #439) Martensville, SK - Saskatoon Co-op
Co-op
Martensville, SK
- Full-time
Reporting to the Store Manager, Responsibilities for this position include the following:
Added just now
C
PT Clerk Cashier (Martensville Food #438) Martensville, SK - Saskatoon Co-op
Co-op
Martensville, SK
- Part-time
Reporting to the Food Store Manager, responsibilities for this position include the following:
Added just now
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Cashier (Food Store), Swan River - Swan Valley Co-op
Co-op
Swan River, MB
- Part-time
Co-op does business differently. As a co-operative, we believe in working together to serve Western Canadians, delivering profits back to our communities and investing in sustainable…
Added just now
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Active Living Consultant
Co-op
Vermilion, AB
- Full-time
…to Daily Living (AADL) services. Reporting to the Pharmacy…
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Senior Associate, OOH Solutions
WPP Media
Toronto, ON
…agency partners to create and evaluate media strategies based on business goals and the…

Scotiabank

Client Services Officer

Montreal, QC, H3A 3L6, Canada

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Job details

Experience: 1-2 years of experience working in a financial accounting or loan processing/credit adjudication environment.
Posting language: English
Posted: Nov 9, 2026

Original job description

Requisition ID: 278933

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

The Client Services Officer is responsible for providing efficient and high-quality support to a team in a District Office/Regional Office environment. The incumbent provides administrative support on the day-to-day operations of the office. They support Relationship Managers on new and existing deals.

A high degree of professionalism is required as the role has frequent contact with clients, prospects, COI’s, lawyers, accountants, Roynat Executive Office and other Scotiabank partners.

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 support to Relationship Managers and the District Director/ District Manager on new and existing deals by:
- Contributing to the completion of credit applications by the Relationship Manager including the completion of various forms, collecting/spreading initial financial information, obtaining credit reports and supplier contacts.
- Contributing to client portfolio management by reviewing and obtaining required authorizations, gathering supporting documentation including property taxes, appraisals, insurance, environmental certificates and financial statements, and ensuring all client correspondence and sundry files are up to date.
- Spreading financial statement data and where possible, providing basic analysis to identify trends and changes in revenue streams.
- Completing reports, and conducting due diligence research as needed.
- Assisting with and/or completing Amendments, Reviews, etc.
- Ensuring requirements and any contingent conditions, such as Know Your Customer (KYC), have been satisfied before facilitating the disbursement process.
- Resolving any client inquiries and/or escalating them to the appropriate Relationship Manager as required.
Ensures effective and timely communication with all Roynat employees, Centres of Influence, Roynat clients, and Partners.
Provide exceptional support on client events.
Contributing to the Operational Excellence by supporting day-to-day office operations to ensure compliance and operational efficiencies by:
- Providing feedback on operational processes which could be streamlined and/or made more efficient.
- Completing internal monthly reporting and monitoring balloon maturities.
- Following for past due reviews and outstanding legal items.
- Ensuring policies and procedures regarding privacy and security of client information being adhered to.
Contributing to productivity and self-development:
- Maintaining a solid knowledge of Roynat products, services, processes and procedures.
- Maintaining a good knowledge of changes to policies/procedures to ensure assigned duties and responsibilities are completed in accordance with company/bank requirements.
- Continually increasing both business writing skills and analytical skills.
Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Do you have the skills that will enable you to succeed in this role?

Post-secondary program with a focus on commerce, economics, finance and/or accounting.
1-2 years of experience working in a financial accounting or loan processing/credit adjudication environment.
Strong communication skills (French and English) is required in this role.
Good knowledge of the Canadian Commercial Banking marketplace is an asset.
Foundational relationship-building skills with proven ability to work in a team setting and cross-functionally with other Roynat/Scotiabank partners.
Basic knowledge of the Canadian Commercial Banking marketplace.
Strong organizational skills, with a keen attention to detail.
Strong communication and interpersonal skills through consistent demonstration of approachability, ability to build trust and understanding.
Good understanding of financial statement analysis, and knowledge of risk assessment techniques for structuring credits are considered an asset.
Good presentation skills and ability to think/respond quickly and adapt to change readily.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal || Canada : Ontario : Ottawa

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 Client Services Officer provides administrative support to Relationship Managers by assisting with credit applications, client portfolio management, and due diligence research. They also ensure operational excellence by maintaining office compliance, monitoring reports, and resolving client inquiries.

Requirements

Candidates must have a post-secondary education in commerce, economics, finance, or accounting. Additionally, 1-2 years of experience in financial accounting or loan processing and strong bilingual communication skills in English and French are required.

Skills

Financial statement analysis
Credit applications
Loan processing
Due diligence
Relationship management
Administrative support
Risk assessment
Business writing
Analytical skills
Communication skills
Interpersonal skills
Organizational skills
Attention to detail
Commercial banking
Operational efficiency
Customer service

Visa sponsorship

Not detected in the job text

Keywords

Client Services
Commercial Banking
Credit Adjudication
Financial Statements
Know Your Customer
KYC
Risk Appetite
Operational Compliance
Portfolio Management
Due Diligence
Reporting
Banking
Finance
Accounting
Administration
Relationship Management
Scotiabank
Roynat
Credit Reports
Property Taxes
Appraisals
Insurance
Environmental Certificates
Balloon Maturities
Privacy
Security
Business Writing
Analytical Skills
Interpersonal Skills
Organizational Skills

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