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Scotiabank Wealth Management: Client Onboarding Senior Representative, Summer intern 2021 in Toronto, Ontario

Wealth Management: Client Onboarding Senior Representative, Summer intern 2021

Requisition ID: 94661

Join the Global Community of Scotiabankers to help customers become better off.

POSITION TITLE: Wealth Management: Client Onboarding Senior Representative, Summer intern 2021


DEPARTMENT: Canadian Wealth Management

WORK TERM: 4-month summer work term (May 2021– August 2021)


Contributes to the overall success of the Client Onboarding department in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.


  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

  • Provides oversight/control on client account opening documents to help reduce the firms risk with the applicable regulating bodies by reviewing, analyzing and approving/rejecting documents for completeness and accuracy using various applications (Webpost, AS400, HOD, Sharepoint)

  • Providing exceptional customer service support on account opening related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures.

  • Maintain client account integrity by performing sundry items as required

  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

  • Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

  • Champions a high-performance environment and contributes to an inclusive work environment.


  • SecuritiesIndustry knowledge and/or experience

  • Excel, Word, AS400

  • IIROC, FATCA, CRS, QI and AML regulations


  • Works in a department of 22 employees with interaction and collaboration of several other departments and business lines

  • The Senior Representative directly supports Scotia McLeod, iTrade, Scotia Trust, International Wealth

  • This position requires the ability to handle high volumes and to be flexible in a constantly changing environment with conflicting priorities

  • Reactive and proactive contact focused on superior customer service, industry regulations and product requirements


  • Work in a standard office-based environment; non-standard hours are a common occurrence.

  • Stress involved in dealing with large volumes and meeting deadlines often with conflicting priorities.


For students, we are focused on learning about who you are and what you’re interested in to uncover your true potential. In short, we don’t believe resumes will provide us with an accurate depiction of what you’re truly about to properly assess your potential. Instead we want to get to know YOU and hear about the experiences that have shaped you. We know… this might sound crazy but for students applying to one of our co-ops, internships or TILT new grad programs we are no longer requiring resumes. Instead we ask that as part of your application, you complete the below:

  1. Complete your PLUM Profile:

  2. Complete a short one-way video interview:

  3. Apply to the role through our career site! When the application asks for your resume, instead upload a screenshot of your plum to show us you’ve completed it, we have full access to your entire profile from Plum and won’t use the screenshot but it’s a great reminder for each of you to have completed it. Alternatively, you can submit a resume if you want, we just will not be relying on it when we assess you.

Location(s): Canada : Ontario : Toronto

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

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.