Accounting Clerk, Corporate Stores Reports To: Manager, Corporate Store Accounting Location: Aurora, Ontario Job Purpose The Accounting Clerk assists in the day-to-day operation of the Finance Department by performing accounting duties including the
Requisition ID: 92002 Join the Global Community of Scotiabankers to help customers become better off. We are committed to investing in our employees and helping you continue your career at Scotiabank. Purpose &
Scope of Position
Under the direction of the Manager of Compliance and Operations – Wealth Management, the Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in various platforms or systems. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and participating in campaigns or special projects in order to allow the Advisors the opportunity to maximize time efficiency and productivity to develop wealth creation strategies for clients and gain new business and revenue.
The incumbent will be committed to some continuing education and keep current with related industry issues to better support the Advisors. The Advisor Assistant will hold a current IIROC license and must be familiar with Privacy laws and industry regulations and abide by the applicable rules and regulations at all times.
Follow up with mutual fund companies for problem resolutions and sales charges on behalf of Advisors and clients
Education / Certification / Experience
Knowledge / Skills
About the Alterna Financial Group
Alterna Savings and Credit Union Limited (Alterna) has been the Good in Banking for 111 years!
Alterna has grown from its humble beginnings to be the second largest credit union in Ontario, and one of the Top 10 in Canada, with over $8 billion in assets under management and more than 167,000 members and a network of 35 branches across Ontario. The impressive growth throughout the years stems not only from merging with other credit unions, but also from significantly gaining new retail, business and not-for-profit members as people recognize Alterna’s philosophy of putting members first.
Known for its fast-paced environment, Alterna is viewed as a trailblazer in the industry. Led by a CEO with a passion for innovation, Alterna was the first credit union to introduce a digital bank and the first to offer a fully digital end-to-end mortgage through its wholly-owned subsidiary, Alterna Bank.
Alterna is proud of its long history of helping communities thrive. It shared its success in 2018 by donating more than $1 million to the community and, in partnership with employees, contributed 11,300 volunteer hours. Its flagship Community Micro Finance Program also helps underrepresented groups. Since inception, the program has disbursed more than $5 million in impact loans and helped change the lives of more than 1,000 participants and their families.
Alterna is also extremely proud of its corporate culture. With a workforce of more than 600 employees, Alterna is honoured to be recipient of prestigious employer awards, including the National Capital Region’s Top Employers and Aon’s Best Employers (Platinum level) awards.
*At Alterna, we offer a competitive total rewards program and an opportunity to truly make a difference. If you put people first and value excellence and integrity, we hope you'll apply!
* Although we appreciate all applicants, preference will be given to candidates who most closely meet the qualifications, key skills and competencies outlined above.
* Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact the recruiter to let us know how we can accommodate you.