Stephen Isaacs is an experienced finance and operations professional with a strong background in banking and trust management. Currently serving as a CWM Onboarding Support Specialist at Scotiabank since September 2013, Stephen specializes in the onboarding of complex accounts, ensuring compliance with AML, QI, FATCA, and CRS regulations. Previous roles at Scotiabank included Senior Operations Officer Trust and Accounting Officer for Estates, where Stephen managed estate and trust account openings, documentation reviews, and account maintenance. Earlier experience includes a tenure as Financial Trade Coordinator at Campbell Soup Company, overseeing sales finance activities, and as a Customer Service Representative at TD, excelling in customer satisfaction and sales targets. Stephen holds a Bachelor of Commerce degree in Finance from Toronto Metropolitan University and a diploma in Financial Planning and Services from George Brown College.
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