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Added 3 mins ago
TT
Equipment Advisor
Trimac Transportation
AB · Edmonton, AB
- Full-time
Reporting to the Fleet Manager, the Equipment Advisor is responsible for the lifecycle management of fleet assets, ensuring equipment is delivered, deployed, maintained, relocated, and…
Added 3 mins ago
EC
Manager, Security, Emergency + Risk Management
Emily Carr University of Art and Design
Vancouver, BC
- $94,443 to $125,924 CAD / year
- Full-time
The Manager Security, Emergency, and Risk Management leads the delivery of ECU’s emergency management, security, and Risk Management programs. This role owns the design, implementation, and…
Added 3 mins ago
SI
Gestionnaire de projet - Préparation opérationnelle (ORP) / Operational Readiness Project Manager
Systemex Industries Conseils
Montreal, QC
- Full-time
Systemex is looking for an experienced Operational Readiness Project Manager to support clients in transitioning from project execution to full operations within the mining and industrial…
Added 4 mins ago
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Senior Millwright
Napoleon
Barrie, ON
- Full-time
Job Purpose: The Millwright will play a crucial role in supporting the team within our highly technical fabrication facility. They will be responsible for the installation, maintenance,…
Added 4 mins ago
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Senior Millwright
Napoleon
Barrie, ON
- Full-time
Job Purpose: The Millwright will play a crucial role in supporting the team within our highly technical fabrication facility. They will be responsible for the installation, maintenance,…
Added 4 mins ago
MN
Construction Technology Product Manager - Procore
Modern Niagara
Vaughan, ON · Toronto, ON
- Full-time
The Construction Technology Product Manager - Procore is the hands-on owner of day-to-day platform operations within an assigned Procore product pillar / domain. This role configures,…
Added 4 mins ago
UH
Research Facilities Coordinator
University Health Network
Toronto, ON
- Full-time
Reports to: Manager Research Laboratory Services
Added 18 mins ago
HM
Analyst, Payroll (Contract)
Hudbay Minerals Inc.
Toronto, ON
- Contract
At Hudbay, we take learning to a global scale. With long-life operations and exploration opportunities in Canada and Peru, and a world-class growth pipeline in the United States, you will…
Added 18 mins ago
BG
Foreman Service
Brandt Group of Companies
Nisku, AB
- Full-time
Support service leadership by stepping into the Service Manager role during absences to ensure continuity of operations.
Added 18 mins ago
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Manager, Facilities
OpenText
Waterloo, ON
- Full-time
The Manager, Facilities Management is the senior site leader responsible for the safe, reliable, compliant, and cost-effective operation of OpenText’s Waterloo real estate portfolio,…
Added 18 mins ago
AC
PROJECTS COORDINATOR
Albarrie Canada Limited
Barrie, ON
- Full-time
Albarrie Canada Limited is a leading Canadian company specializing in designing and manufacturing innovative nonwoven technical fabrics that solve industrial and environmental issues. With…
Added 18 mins ago
BD
CRM & Lifecycle Marketing Specialist
Book Depot Inc.
St. Catharines, ON
- Full-time
…strategic direction of the Senior Customer Experience & Retention Manager, this role builds and maintains the CRM infrastructure and day-to-day loyalty operations that power relevant,…
Added 18 mins ago
TS
Maintenance Specialist
The Salvation Army in Canada
Newmarket, ON
- Full-time
Reporting to the Second Stage & Home Now Property Manager, the Maintenance Specialist supports York Housing & Support Services (YHSS) community housing programs by collaboratively…
Added 18 mins ago
TS
Store Associate
The Salvation Army in Canada
Richmond, BC
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 18 mins ago
TS
Store Associate
The Salvation Army in Canada
Richmond, BC
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 19 mins ago
CR
Transload Operator
Cando Rail & Terminals
Oakbank, MB
- Full-time
Cando provides specialized rail operating services. We provide a wide range of rail services including short line operations, industrial switching, material handling, terminal & transload…
Added 19 mins ago
YI
Quality Assurance Supervisor
Young Innovations
Brantford, ON
- Other
You will report to the Quality Manager and work closely with QA, QC, Operations, Regulatory Affairs, and R&D colleagues at the Brantford site, as well as Young Innovations corporate Quality…
Added 19 mins ago
T
Wealth Operations Analyst I
TD
Toronto, ON
- Full-time
Run processes that are more technical in nature
Added 19 mins ago
T
Data Scientist II
TD
Toronto, ON
- Full-time
This role combines strong technical expertise, analytical thinking, and business partnership to translate complex business problems into scalable data assets, insights, and automated…
Added 19 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Richmond, BC
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 19 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Laval, QC
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 19 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Vaudreuil-Dorion, QC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 19 mins ago
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Senior Project Manager
BGIS
Ottawa, ON
- Full-time
Project will be initiated immediately; Project manager works with the operations team to identify and collect requirements.
Added 19 mins ago
CT
Manager, Workday & HR Platforms
Canadian Tire Corporation
Toronto, ON · Calgary, AB
- Full-time
…Resources technology environment. Reporting to the Chapter Manager, Workday & HR Platforms, you are a key member of the HR Technology team, providing functional and technical expertise…
Added 19 mins ago
B
Technical Service Analyst
Boeing
Ottawa, ON · CAN - Ottawa, Canada
- Full-time
Boeing Canada Operations Ltd. is seeking a Technical Service Analyst to support the Canadian Chinook Medium-to-Heavy Lift Helicopter Program (MHLH) reporting to the MHLH Technical…

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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