Trade Representative-remote-bilingual-term

2 weeks ago

Ottawa, Ontario, Canada Scotiabank Full time

Requisition ID: 180630

We are committed to investing in our employees and helping you continue your career at Scotiabank.


MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Trade Representative to join our team.

This position is a for an 18 month term and is fully remote within Canada.


As a Trade Representative, you will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone and chat inquiries, from current and prospective clients, as well as internal MD representatives Canada-wide.


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
  • Frontline 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 required

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 highpaced 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

What's in it for you?

  • We are big proponents of lifework integration and provide the flexibility and tools to achieve such.
  • We believe an inclusive and diverse work environment makes for happy and productive employees.
  • We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
  • We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
  • We offer generous paid time off programs
  • We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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