Scotia iTrade, Customer Service Rep

3 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time

Scotia iTrade, Customer Service Rep - Bilingual (Cantonese or Mandarin) - OTT/TOR/MTL - Trainee

Requisition ID: 199133

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and services, and be a proactive promoter of iTRADE's client-focused culture by providing exceptional customer service.

Is this the right role for you? In this role you will:

  • Assist with client inquiries while delivering memorable service
  • Use discretion and problem solving to own the client experience
  • Provide personalized solutions by recognizing value add solutions
  • Facilitate a culture of passion, accountability, and collaboration by being an active member of your team

Do you have the requirements to succeed in this role? We'd love to work with you if you have :

  • Fluency in English and one of the following languages -- Cantonese or Mandarin
  • A broad knowledge of investment products and procedures relating to securities settlement
  • The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
  • Strong written and verbal communication skills
  • The ability to utilize time-management and prioritization skills
  • A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments/duties

While not essential, it would be an asset if you have:

  • Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH)
  • Completed a post-secondary education in Commerce/Business, or Financial Planning
  • Prior work experience in a brokerage or Contact Centre
  • Knowledge of the Financial Services Industry

What's in it for you?

  • Competitive pay
  • The opportunity to gain valuable industry knowledge and expeirence
  • The opportunity to advance your career through other roles within Wealth Management and Scotiabank
  • A workplace culture built around inclusion, diversity, and potential
  • The opportunity to participate in a customized and comprehensive training program

Employment Details:

We value employee training and development. We provide comprehensive training for all successful candidates.

Training takes place Monday-Friday from 9am – 5pm and includes a 4-week onboarding training for all hires and an additional 7 week training for successful individuals who require support to complete their licensing (CSC, CPH) courses.

Work Hours

The Scotia iTRADE Contact Centre is open 8am-8pm Monday to Friday. Due to the nature of a contact centre environment, flexibility to work evening shifts is required.

Why Scotia iTRADE?

Scotia iTRADE is a top Canadian brokerage committed to helping investors achieve their goals through exceptional service, unique educational tools and resources, and a personalized digital experience. Joining our Contact Centre means working in a fast-paced and rewarding environment, supporting our clients through inbound and outbound calls. Our focus on training and professional development will support you as you build your career with Scotiabank.

Scotiabank is committed to providing an inclusive, diverse, and accepting environment for all employees. Diverse backgrounds and experiences are what make us better as a whole. If you need specific accommodations during the hiring process let us know and we will work with you.

Location(s): Canada : Ontario : Ottawa || Canada : Ontario : Toronto || Canada : Quebec : Montreal

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, pleaseclick 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.




  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199133 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199133 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 135909Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre. As a licensed IR, you will execute trade orders on behalf of clients. You will provide prompt,...


  • Ottawa, Ontario, Canada Miller Waste System Full time

    INTERNAL JOB POSTINGMiller Waste Systems Inc. has been in operation since 1961. Miller is a leader in waste management, providing government and industries with a wide range of services in the provinces of Ontario, Nova Scotia, New Brunswick and Manitoba, Miller has 50 years' experience in the waste management sector and operates out of 30 locations.Miller...


  • Ottawa, Ontario, Canada Miller Waste System Full time

    INTERNAL JOB POSTINGMiller Waste Systems Inc. has been in operation since 1961. Miller is a leader in waste management, providing government and industries with a wide range of services in the provinces of Ontario, Nova Scotia, New Brunswick and Manitoba, Miller has 50 years' experience in the waste management sector and operates out of 30 locations.Miller...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Customer Service Representative - Southgate (30h)Requisition ID: 199160Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate/ Southgate/ Permanent/ Part-time 30h, you are the face, character and heart of our branches. Scotiabank is a place where we put our...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Customer Service Representative - Southgate (30h)Requisition ID: 199160Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate/ Southgate/ Permanent/ Part-time 30h, you are the face, character and heart of our branches. Scotiabank is a place where we put our...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199144Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing... Our Customer Experience Leads/ Bank & Fourth/ Permanent/ Part-time 18.75h are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place where we put our...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199144Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing... Our Customer Experience Leads/ Bank & Fourth/ Permanent/ Part-time 18.75h are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place where we put our...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199146Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate/ Pinecrest Mall/ Permanent/ Part-time 26.25h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199146Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate/ Pinecrest Mall/ Permanent/ Part-time 26.25h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to...


  • Ottawa, Ontario, Canada Skyservice Full time

    Skyservice is the North American market leader in business aviation. Built on the key principles of safety and service excellence, we offer full-service support and expertise in aircraft management, charter, maintenance, and sales from our fixed-based operator services across Canada and the United States. People and values are inseparable assets that fuel...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199224 About the role As a Customer Experience Associate at Merivale & Meadowlands on a Permanent Part-time 15h basis, you play a crucial role in our branches. At Scotiabank, customer satisfaction is our top priority, and we are dedicated to helping them reach their financial objectives. Take a proactive approach to understanding customer...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199224 About the role As a Customer Experience Associate at Merivale & Meadowlands on a Permanent Part-time 15h basis, you play a crucial role in our branches. At Scotiabank, customer satisfaction is our top priority, and we are dedicated to helping them reach their financial objectives. Take a proactive approach to understanding customer...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About the roleAs a Customer Experience Associate at Scotiabank, you are the face of our branches, focusing on providing exceptional service, building relationships, and identifying sales opportunities. In this role, you will:Proactively discover customer needsProcess transactionsNurture relationshipsIdentify sales opportunitiesIntroduce clients to mobile...


  • Ottawa, Ontario, Canada Saint Elizabeth Health Care Full time

    We are currently hiring a Full-Time Customer Service Representative, Hybrid POSITION SUMMARY: Provide personalized customer service, key coordination and administration support to the Service Delivery Centre by managing inbound calls from funders and clients, processing client referrals and set-up of customized service schedules. Maintains ongoing...


  • Ottawa, Ontario, Canada Carleton University Full time

    Duties and Responsibilities: Under the supervision of the Manager, Property Services, this position is responsible to provide customer service to internal and external customers by receiving service requests via phone, email/electronic request or walk-in. Records information, assess priority of each type of request and enters data into computerized...


  • Ottawa, Ontario, Canada Carleton University Full time

    Duties and Responsibilities: Under the supervision of the Manager, Property Services, this position is responsible to provide customer service to internal and external customers by receiving service requests via phone, email/electronic request or walk-in. Records information, assess priority of each type of request and enters data into computerized...


  • Ottawa, Ontario, Canada The National Gallery of Canada Full time

    Job Summary **Location: On-site, National Gallery of Canada, 380, Sussex Drive, OttawaDo you enjoy working in a fast-paced environment serving visitors from around the world? Do you have a passion for the arts? Are you great on a POS system? The National Gallery of Canada Boutique is currently recruiting a bilingual Customer Service Assistant. Reporting to...


  • Ottawa, Ontario, Canada The National Gallery of Canada Full time

    Job Summary **Location: On-site, National Gallery of Canada, 380, Sussex Drive, OttawaDo you enjoy working in a fast-paced environment serving visitors from around the world? Do you have a passion for the arts? Are you great on a POS system? The National Gallery of Canada Boutique is currently recruiting a bilingual Customer Service Assistant. Reporting to...