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In this role, you will:
Champion a client-focused culture, enhancing relationships across internal business lines and partnersProvide high-quality support to internal stakeholders including Scotia Capital, Wealth Management (ScotiaMcLeod, iTRADE, Scotia Trust, MD), GBM, and Custody ServicesEnsure consistent client coverage practices, including escalation management and issue resolution with tax reporting teamsOwn and manage regulatory reporting production schedules, including advisor communication during tax seasonLead advisor support calls and review client communications (e.g., newsletters) during tax campaignsMaintain and update standard operating procedures (SOPs) to ensure regulatory complianceDevelop and track performance metrics, scorecards, and client experience insights to drive continuous improvementEnsure accuracy, timeliness, and completeness of ...