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IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
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T
Kubernetes Engineer II
TD
Toronto, ON
- Full-time
…public cloud experience delivering enterprise solutions within financial services including knowledge of the security and regulatory…
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Wealth Operations Analyst I
TD
Toronto, ON
- Full-time
Prioritize and complete own workload to meet SLA requirements for service and productivity and or support team manager in prioritizing and managing team workload, demonstrating a proactive…
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T
Business Information Management Specialist-1
TD
Toronto, ON
- Full-time
The Financial Crime Risk Management (FCRM) group at TD Bank Group (TDBG) is accountable for establishing Enterprise Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) program to…
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Business Information Management Specialist-2
TD
Toronto, ON
- Full-time
The Financial Crime Risk Management (FCRM) group at TD Bank Group (TDBG) is accountable for establishing Enterprise Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) program to…
Added just now
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Data Scientist II
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
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Program Manager, Project Management Office
EXL
Canada
Experience in insurance, reinsurance, asset management, financial services, or another regulated industry is helpful but not required.
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Vice President of Operations
Northern911
Sudbury, ON
…secure, and innovative emergency communication and monitoring services that help keep communities and businesses safe. For over 70 years, our team has supported organizations across Canada,…
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GC
Registered Nurse - Rockwood Terrace (Permanent, Part-Time)
Grey County
ON · Durham, ON
- Part-time
Responds to all emergencies immediately; acts as the emergency manager until relieved
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GC
Recreationist - Grey Gables (Temporary, Part-Time)
Grey County
Markdale, ON
- Part-time
Reporting to the Resident and Family Services Manager, the Aide/Assistant will provide recreation therapies to residents according to their assessed needs. The Aide/Assistant will work in…
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Store Associate
The Salvation Army Canada and Bermuda Territory
Richmond, BC
- Full-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
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RAI MDS COORDINATOR
Southbridge Healthcare LP
Thornbury, ON
Southbridge Care Homes provides exceptional acquisition, management, and redevelopment services for long-term care homes and retirement communities across Ontario. Our mission is to…
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Senior Project Manager
BGIS
Ottawa, ON
- Full-time
BGIS is a global leader in integrated facility management services. With a combined team of over 10,000 globally, BGIS relentlessly focuses on delivering innovative service solutions that…
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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:
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BG
General Manager (Langley)
Boyd Group Services
Langley (District), BC · Surrey, BC
- Full-time
…Best and outperform at every touchpoint in collision and glass services. As we continue to grow and lead the industry, we ensure you have the resources and the team behind you to move your…
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
…With more than 90 Owned Brands, over 1,600 retail locations, financial services, exemplary e-commerce capabilities, and exciting market-leading merchandising strategies. We dream big and…
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Manager, Infrastructure, Capital Projects & Sustainability Advisory - Project Finance
KPMG
Vancouver, BC
- Full-time
KPMG’s Deal Advisory – Infrastructure, Capital Projects, and Sustainability (ICPS) Services team is recognized as one of the leading financial and commercial advisors for infrastructure…
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Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · FCP
- Full-time
Experience in sales, business development, financial services, banking, investment sales, financial planning or another relationship-driven environment.
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Senior Manager, Insurance Finance
BMO
Toronto, ON · YNG
- Full-time
Senior Manager, Insurance Finance, is a high-impact leadership opportunity for a CPA-designated finance professional with strong controllership experience and a proven ability to develop…
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Customer Service Representative
BMO
Canmore, AB
- Part-time
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
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Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · FCP
- Full-time
Experience in sales, business development, financial services, banking, investment sales, financial planning or another relationship-driven environment.
Added 14 mins ago
CO
Inventory Services and Control Manager
City of Iqaluit
Iqaluit, NU
- Full-time
The City of Iqaluit is seeking an experienced Inventory Services & Control Manager to lead procurement, contracting, inventory control, warehouse operations, shipping and receiving, and…
Added 14 mins ago
Plant Administrator
Amrize
Saint-Constant, QC · St-Constant, Queb
…initiatives in the plant area. Additionally supporting plant manager in production, inventory and plant forecast administration and…
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…

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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