ScotiaMcLeod Senior Transition Specialist - Montreal, Qc
Job in
Montreal, Montréal, Province de Québec, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-02-25
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Location: MontrealRequisition
Scotia Mc Leod , a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.
Our signature Enriched Thinking
® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.
At Scotia Mc Leod , you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.
PURPOSE:
The Senior Transition Specialist's primary focus is to provide centralized onboarding and administrative support for select Advisor teams.
WHAT YOU’LL BE DOING
In this role you will:
Provide effective onboarding and administrative support in a centralized environment by:
Gathering client and corporate account information Client account opening with the ability to complete complex account type documentation Processing and reviewing account documentation Processing incoming client account transfer requests, adhering to regulatory deadlines Ensure a high level of service by maintaining and communicating status of all work in progress to Team Lead and/or Project Lead Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules regarding client account documentation, account types, account transfers, AML and ATF Provide additional administrative support to advisor teams within the regionContribute to the effective functioning of the team by:Building effective working relationships across teams, operations and head office contactsMaintaining a high level of client serviceFacilitating a culture of open and honest communicationActively participating and contributing to touch bases and team meetingsEncouraging the generation of new ideas and approachesActively sharing knowledge and experience to enhance the development of all team membersDO YOU HAVE THE SKILLS
We’d love to work with you if you have:
Excellent written and verbal communication skillsStrong organizational skillsAbility to take initiative and work independentlyAbility to meet deadlinesKnowledge of Microsoft systems:
Word, Excel and Power Point Previous industry experienceSecondary educationBilingual in French and EnglishFlexibility to travel within the province and country will be required occasionallyFlexibility working with evening hours and weekends when requiredWHATS IN IT FOR YOU
At Scotia Mc Leod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotia Mc Leod – you can make an impact. You help make the futures of our 25 million customers happen.
You can find your future here.The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.An organization committed to making a difference in our communities– for you and our clients.An inclusive working environment that encourages creativity, curiosity and celebrates success.Learning and Development – free access to Scotia Academy to upskill and develop your skills.« 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.”
#SWM
Position Requirements
10+ Years
work experience
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