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Scotia Itrade Investment Representative
2 months ago
Investment Representative (IR) Job Description
Join a dynamic and results-driven team at Scotia iTRADE, where you will play a key role in delivering exceptional client service and driving business growth. As an Investment Representative (IR), you will be the primary point of contact for clients through our inbound Contact Centre, executing trade orders, responding to inquiries, and providing prompt, accurate, and professional service.
Key Responsibilities:
- Provide industry-leading client service to every client, every time, maintaining expert understanding of client segments, trading platforms, and order routing.
- Ensure every client experience is consistent with Scotia iTRADE's service standards, actively engaging in client inquiries, problem-solving, and providing value-added client service.
- Liaise and collaborate with Manager to execute effective client solutions, communicating clearly, concisely, and providing accurate information to clients.
- Answer service and trade-related inquiries in a fast-paced and dynamic contact centre environment, liaising with supervisors, settlements, credit, and executing brokers to ensure proper handling of client orders.
- Provide clients with added value solutions, spotting opportunities to strengthen client relationships by growing their business with Scotia iTRADE and/or our Partners.
- Provide flexibility to back up other Queues, including Client Care Queue, iClub Qs, etc.
Requirements:
- 2+ years of industry experience
- Fluency in French
- A minimum of 1 year sales experience, including the ability to identify cross-sell and referral opportunities
- Previous discount brokerage experience
- Broad investment product knowledge in Equities, Fixed Income & Mutual Fund Securities
- Strong attention to detail and the ability to recognize risk to the firm
- Ability to set and achieve goals, and work independently
- Strong communication / interpersonal skills
- Knowledge of back office functionalities
- Ability to adapt to a changing environment and duties, dependent on current situations and directives from management
- Expert knowledge of procedures related to securities settlement
- Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards
- College Diploma/University Degree
Required Industry Courses:
- CSC
- CPH
- IIROC licensed as an IR and DFOL (Derivative Fund Options License)
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. 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.
