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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Bachelor’s degree in Computer Science, Information Technology, Engineering, Business, or a related field, or equivalent practical experience.
Added just now
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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…
Added just now
TO
Coordinator, Gift Processing
The Ottawa Food Bank
Ottawa, ON
- Full-time
Reporting to the Manager, Data & Donor Operations, the Coordinator, Gift Processing is responsible for the accurate and timely processing of donations, tax receipting, donor record…
Added just now
CT
Manager, Workday & HR Platforms
Canadian Tire Corporation
Toronto, ON · Calgary, AB
- Full-time
…continuous improvement of the organization’s Human Resources technology environment. Reporting to the Chapter Manager, Workday & HR Platforms, you are a key member of the HR Technology…
Added just now
K
Manager, Infrastructure, Capital Projects & Sustainability Advisory - Project Finance
KPMG
Vancouver, BC
- Full-time
…(formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an…
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Technical Service Analyst
Boeing
Ottawa, ON · CAN - Ottawa, Canada
- Full-time
…Program (MHLH) reporting to the MHLH Technical Integration Manager working out of the Ottawa, Ontario…
Added just now
BU
Partnership Development Manager
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Reporting to the Associate Director, Partnership Development, the Partnership Development Manager is responsible for managing Brock University's research partnership and business…
Added just now
Anesthesia Technician, Veterinary Medical Centre
University of Saskatchewan
Saskatoon, SK
Nature of Work: Reporting to the Manager Health Services, this position works under pressure and stressful situations. The work involves heavy lifting and assisting in moving and…
Added just now
B
Technical Service Analyst
Boeing
Ottawa, ON · CAN - Ottawa, Canada
- Full-time
…Program (MHLH) reporting to the MHLH Technical Integration Manager working out of the Ottawa, Ontario…
Added 14 mins ago
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Senior Manager, Workplace & Travel
AIMCo
AB · Calgary, AB
- Full-time
At AIMCo, a great workplace is a key enabler of our people and our investment success. As Senior Manager, Workplace & Travel, you will lead our workplace experience, facilities, corporate…
Added 14 mins ago
GF
Generalist, Human Resources
Gordon Food Service
Milton, ON
- Full-time
…to work process, serves as point of contact with employee, manager and Shared…
Added 14 mins ago
Client Services Officer
Scotiabank
Montreal, QC
Contributing to the completion of credit applications by the Relationship Manager including the completion of various forms, collecting/spreading initial financial information, obtaining…
Added 14 mins ago
Client Services Officer, Roynat Capital
Scotiabank
Toronto, ON
Contributing to the completion of credit applications by the Relationship Manager including the completion of various forms, collecting/spreading initial financial information, obtaining…
Added 29 mins ago
BG
Manager, Banking Operations
Butterfield Group
Moncton, NB
- Full-time
…Group in the areas of Finance and Accounting, Human Resources, Information Technology, Operations, Client Services and Compliance. Operating in multiple jurisdictions, we focus on results,…
Added 29 mins ago
CR
restaurant manager
Chuck's Roadhouse Bar & Grill
Aurora, ON
- Full-time
Workplace Hazardous Materials Information System (WHMIS) Certificate
Added 29 mins ago
Cloud Operations Engineer II
Zafin
Toronto, ON
Bachelor's degree or postgraduate qualification in Computer Science, Information Technology, Engineering, or related discipline, or equivalent practical experience.
Added 29 mins ago
Digital Analyst
Hydro One Networks Inc
Toronto, ON
…advertisements, and the external website, setting up measurement technology and ensuring it's accuracy, as well as collaboration with employees across the organization to present…
Added 29 mins ago
Business Developer Manager
Siemens
Montreal, QC
…important: making lives better with new ideas and the latest technology around the…
Added 29 mins ago
RM
Assistant Technical Audit Team
Regional Municipality of Peel
Brampton, ON
- Other
Reporting to the Program Manager, Policy Research and Business Strategies, you will assist with organizing and preparing waste composition data for the Waste planning team.
Added 44 mins ago
MC
Member Services Representative - Part Time (Pendale)
Meridian Credit Union
St. Catharines, ON
- $45,000 to $49,000 CAD / year
- Part-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 44 mins ago
Associate Development Manager
Electronic Arts
Vancouver, BC
The EA SPORTS™ Technical Team is seeking an Associate Development Manager (ADM) to manage and coordinate a variety of technical disciplines while supporting cloud infrastructure and live…
Added 44 mins ago
Data Analyst - EA Sports FC
Electronic Arts
Vancouver, BC
The FC Data & Analytics team is seeking a Data Analyst to join our team based in Vancouver. Reporting to a Senior Manager, you will collaborate closely with production, product management,…
Added 44 mins ago
LC
Pharmacy Manager, Registered Pharmacy Technician (RPhT)
Loblaw Companies Limited
Liverpool, NS
- Full-time
The Pharmacy Manager, Registered Pharmacy Technician (RPhT) is responsible for the overall operational, administrative, and technical management of the pharmacy, serving as the Designated…
Added 59 mins ago
ET
Sales Manager
Enabled Talent
Brampton, ON
- Full-time
Maintain accurate and current information on leads, conversations, next steps and follow ups in the CRM
Added 59 mins ago
I
Claims Manager
InsuranceWorks.ca
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Claims Manager – Delegated Authority / TPA Claims
Added 59 mins ago
TC
Operations Manager - Church Planting
The Christian Reformed Church in North America
Remote, Canada
- Full-time
- Remote
The Operations Manager oversees the daily management of the Church Planting Core Initiative, ensuring effective workflows, processes, and financial systems are in place. This role…

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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