Trade Representative

2 weeks ago


Ottawa, Ontario, Canada MD Financial Management Full time
Is this role right for you?

In this role you will:

  • Facilitate real time and accurate trading related to mutual funds, equities, and fixed income products
  • Maintain and monitor outstanding client inquiries and issues, ensuring that established service level standards are met, and appropriate solutions are identified to address administrative errors/problems.
  • Be accountable for developing and maintaining detailed knowledge of MD products and services, market conditions, interest rates and other financial industry news
  • You will actively identify and develop opportunities for client retention and lead generation.

The Must Haves:

  • University degree in business, commerce or equivalent
  • Front-line experience within a contact center environment preferably in the financial services industry
  • Completion of the Canadian Securities Course (CSC) is considered an asset
  • Bilingual (English/French) is an asset
Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:

  • A commitment to an exceptional client experience - regularly delivering an exemplary level of service via several channels - ensuring accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns
  • The ability to work independently and as part of a broader team
  • An ability to work in a high-paced environment with multiple and competing priorities
  • Excellent verbal and written communication skills
  • An understanding of the financial services industry, and its variety of services including investment account types, and financial instruments such as mutual funds, bonds, and equities

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