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Trade Representative
3 months ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Trade Representative to join our team.
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.
- 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
- 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
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.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
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