Customer Care Advisor

1 week ago

Golden Horseshoe, Canada Scotiabank Full time
Title: Customer Care Advisor - Investments

Requisition ID: 207134

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

Being a Customer Care Advisor in Investments, you will contribute to the overall success of the Specialized Wealth Management Department in Canada by ensuring specific individual goals, plans, and initiatives are executed/delivered in support of the team’s business strategies and objectives. You will ensure all activities conducted are in compliance with governing regulations, internal policies, and procedures.

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

  • Make outbound calls to our existing customers regarding their investment accounts and provide high-level customer service.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Develop and maintain a detailed knowledge base and understanding of assigned products, services, and the various digital channels customers may choose to bank.
  • Accurately resolve customer problems falling within approved authority limits or refer the customer to the appropriate source as described in the Bank’s Complaint Resolution Standards and Procedures.
  • Recognize and act on opportunities for business retention and reinforce the customer relationship with the Bank through the application of the Customer Experience Model.
  • Develop effective questioning skills conducive to gathering customer information accurately and comprehensively. This includes asking probing questions and listening to ensure efficient call handling and call resolution.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

  • In the process of obtaining or intending to obtain their CSC (Canadian Securities Course), IFIC (Investment Funds Institute of Canada), and IFSE.
  • Knowledge of the regulations and standards governing the mutual fund industry, including policies specific to Scotia Securities Inc. (SSI) and the Mutual Fund Dealers Association (MFDA), considered an asset.
  • Previous experience working in a customer service role or sales role.
  • Strong communication, active listening, and experience working in a fast-paced results-focused environment.
  • Minimum High School Diploma or equivalent.

Some Information You Might Want to Know:

  • Start Date: November 12, 2024
  • Office Location: 888 Birchmount Road
  • Hours of work: Tuesday-Friday 1pm-9pm and Saturday 10am-6pm
  • Expectation to become fully licensed/accredited Mutual Fund Professional.

What's in it for you?

  • From day one of your new career, you will enjoy:
  • Employee banking fee privileges.
  • Pre-assigned allotted personal days to help with personal and cultural commitments.
  • An extensive suite of customizable benefits.
  • Opportunities for long-term savings (employee share program, RRSPs, pension).
  • Access to thousands of internal learning courses.
  • Global Tuition Program.

Location(s): Canada : Ontario : North York

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. 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.

#J-18808-Ljbffr

  • Senior Customer Care Advisor

    3 weeks ago

    Golden Horseshoe, Canada Scotiabank Full time

    Title: Senior Customer Care Advisor - Creditor InsuranceRequisition ID: 206672Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To join a goal oriented and customer focused driven team that contributes to the overall success of the Insurance Canada Service Center (ICSC) / ScotiaLife Financial in Canada.The...

  • Senior Customer Care Advisor

    2 weeks ago

    Golden Horseshoe, Canada Scotiabank Full time

    Title: Senior Customer Care Advisor - Creditor InsuranceRequisition ID: 206672Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To join a goal oriented and customer focused driven team that contributes to the overall success of the Insurance Canada Service Center (ICSC) / ScotiaLife Financial in Canada.The...

  • Bilingual Senior Customer Care Advisor

    2 weeks ago

    Golden Horseshoe, Canada Scotiabank Full time

    Title: Bilingual Senior Customer Care Advisor - Creditor InsuranceRequisition ID: 205985Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To join a goal-oriented and customer-focused driven team that contributes to the overall success of the Insurance Canada Service Center (ICSC) / ScotiaLife Financial in...

  • Bilingual Senior Customer Care Advisor

    2 weeks ago

    Golden Horseshoe, Canada Scotiabank Full time

    Title: Bilingual Senior Customer Care Advisor - Creditor InsuranceRequisition ID: 205985Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To join a goal-oriented and customer-focused driven team that contributes to the overall success of the Insurance Canada Service Center (ICSC) / ScotiaLife Financial in...

  • Bilingual (EN/FR) Senior Customer Care Advisor - Creditor Insurance

    1 week ago

    Golden Horseshoe, Canada Scotiabank Full time

    Title: Bilingual (EN/FR) Senior Customer Care Advisor - Creditor InsuranceRequisition ID: 205985Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To join a goal oriented and customer focused driven team that contributes to the overall success of the Insurance Canada Service Center (ICSC) / ScotiaLife...

  • Bilingual (EN/FR) Senior Customer Care Advisor - Creditor Insurance

    1 week ago

    Golden Horseshoe, Canada Scotiabank Full time

    Title: Bilingual (EN/FR) Senior Customer Care Advisor - Creditor InsuranceRequisition ID: 205985Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To join a goal oriented and customer focused driven team that contributes to the overall success of the Insurance Canada Service Center (ICSC) / ScotiaLife...

  • Insurance Advisor

    1 month ago

    Golden Horseshoe, Canada Accoravillage Full time

    Thursday, August 22, 2024We’re searching for an Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Etobicoke, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Insurance Advisor

    1 month ago

    Golden Horseshoe, Canada Accoravillage Full time

    Thursday, August 22, 2024We’re searching for an Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Etobicoke, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Customer Service Representative

    1 week ago

    Golden Horseshoe, Canada Scotiabank Full time

    Customer Care Advisor - InvestmentsAs a Customer Care Advisor in Investments, you will play a vital role in the success of the Specialized Wealth Management Department in Canada. Your primary responsibility will be to ensure the execution and delivery of specific individual goals, plans, and initiatives in support of the team's business strategies and...

  • Customer Service Representative

    1 week ago

    Golden Horseshoe, Canada Scotiabank Full time

    Customer Care Advisor - InvestmentsAs a Customer Care Advisor in Investments, you will play a vital role in the success of the Specialized Wealth Management Department in Canada. Your primary responsibility will be to ensure the execution and delivery of specific individual goals, plans, and initiatives in support of the team's business strategies and...

  • Distribution Optimization Advisor

    1 week ago

    Golden Horseshoe, Canada Enbridge Inc. Full time

    Advisor, Distribution Optimization EngineeringAbout the Role:We are seeking a highly skilled Advisor, Distribution Optimization Engineering to join our team at Enbridge Inc. This role is responsible for hydraulic system models for assigned regions of Enbridge Gas Inc. (EGI) and analyzing and forecasting short and long-range distribution system operating and...

  • Distribution Optimization Advisor

    1 week ago

    Golden Horseshoe, Canada Enbridge Inc. Full time

    Advisor, Distribution Optimization EngineeringAbout the Role:We are seeking a highly skilled Advisor, Distribution Optimization Engineering to join our team at Enbridge Inc. This role is responsible for hydraulic system models for assigned regions of Enbridge Gas Inc. (EGI) and analyzing and forecasting short and long-range distribution system operating and...

  • Customer Support Manager

    2 weeks ago

    Golden Horseshoe, Canada Greenstone Financial Services Canada Full time

    CUSTOMER SUPPORT MANAGER, GREENSTONE FINANCIAL SERVICES CANADAWHO WE AREGreenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market,...

  • Customer Support Manager

    1 week ago

    Golden Horseshoe, Canada Greenstone Financial Services Canada Full time

    CUSTOMER SUPPORT MANAGER, GREENSTONE FINANCIAL SERVICES CANADAWHO WE AREGreenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market,...

  • Customer Support Manager

    2 weeks ago

    Golden Horseshoe, Canada Greenstone Financial Services Canada Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Support Manager to lead our team and drive exceptional customer experiences. As a key member of our Customer Support department, you will be responsible for leading a team of advisors, ensuring they are fully competent and meeting performance expectations.Key ResponsibilitiesLead and...

  • Customer Support Manager

    1 week ago

    Golden Horseshoe, Canada Greenstone Financial Services Canada Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Support Manager to lead our team and drive exceptional customer experiences. As a key member of our Customer Support department, you will be responsible for leading a team of advisors, ensuring they are fully competent and meeting performance expectations.Key ResponsibilitiesLead and...

  • Customer Support Manager

    4 days ago

    Golden Horseshoe, Canada Greenstone Financial Services Canada Full time

    Customer Support ManagerGreenstone Financial Services Canada is seeking a highly skilled Customer Support Manager to lead our team of Customer Support Advisors. As a key member of our organization, you will be responsible for driving a high-performance culture, ensuring compliance, and delivering exceptional customer experiences.Key Responsibilities:Lead and...

  • Customer Support Manager

    3 days ago

    Golden Horseshoe, Canada Greenstone Financial Services Canada Full time

    Customer Support ManagerGreenstone Financial Services Canada is seeking a highly skilled Customer Support Manager to lead our team of Customer Support Advisors. As a key member of our organization, you will be responsible for driving a high-performance culture, ensuring compliance, and delivering exceptional customer experiences.Key Responsibilities:Lead and...

  • Senior Financial Advisor

    2 weeks ago

    Golden Horseshoe, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and delivering personalized financial solutions.Key ResponsibilitiesCustomer ServiceTake a proactive...

  • Senior Financial Advisor

    2 weeks ago

    Golden Horseshoe, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and delivering personalized financial solutions.Key ResponsibilitiesCustomer ServiceTake a proactive...