Wealth Trade Specialist – Real-Time Client Support

3 days ago

Ottawa, ON, Canada Scotia Wealth Management Full-time $65,000 - $95,000 Contract

Scotia Wealth Management in Ottawa is seeking a Trade Representative to support the Virtual Channels and Wealth Services team. You will facilitate real-time trade instructions for mutual funds, equities and fixed income, respond to online, phone and chat inquiries, and help ensure accurate administration of client transactions.

You will work in a fast-paced environment, emphasize client satisfaction, maintain knowledge of MD products, market conditions and trading policies, and comply with