Trade Representative

3 weeks ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 162523

We are committed to investing in our employees and helping you continue your career at Scotiabank.

**Trade Representative - Bilingual**

Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work flexibility, but also endorses it. A place where diversity and inclusion and a commitment to employee health and wellbeing are part of the corporate DNA. A job that is more than a job - allowing you to make a meaningful contribution to the welfare of some of the hardest working Canadians we know - physicians. If not only what you do but who you do it for matters, consider this opportunity join our exceptional team of professionals committed to making a difference to those on the front lines of Canadian healthcare.

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**How You Will Contribute**:
Reporting to the Team Lead, Client Services, as a MD Trade Representative, you will be responsible for delivering and maintaining a positive and professional standard of customer service in both official languages through the effective facilitation of trade instructions and responding to on-line, telephone and chat inquiries from current and prospective clients as well as their MD representatives Canada-wide.
- You will be accountable for developing and maintaining detailed knowledge relative to MD products and services, market conditions, interest rates and other financial industry news.
- You will utilize your solid understanding of the financial services industry and its variety of services, investment account types and financial instruments such as mutual funds, bonds and equities, including a detailed understanding of the rules regarding RRSP’s, TFSA and non-registered investments and tax-related concerns, to effectively manage a variety of client requests, ensuring both the interests of the client and MD remain priority.
- You will facilitate real time and accurate trading related to mutual funds, equities and fixed income products.
- You will maintain and monitor outstanding inquiries and issues, ensuring that established service level standards are met and appropriate solutions are identified to address administrative errors/problems.
- You will actively identify and develop opportunities for client retention and lead generation.

**What MD Expects of You**:

- A dedication to** ongoing learning** - not only related to financial product and industry knowledge, but also other concerns that may impact your client.
- 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.**:

- A** **high level of **comfort in working in a high-paced environment** with multiple and often competing priorities.
- ** Confidence** - in yourself, in MD’s products, in asking for the business.

**The Must Haves**:

- University degree in business, commerce or equivalent.
- Front-line experience within a contact centre and/or in the financial services industry.
- Completion of the Canadian Securities Course (CSC).

**Why MD?**
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we’re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
- We understand that cost-effective banking solutions mean more money in your pocket - through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.
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**Représentante ou représentant du Centre de courtage (bilingue)**

Vous cherchez un environnement de travail qui vous pousse à donner le meilleur de vous-même au quotidien? Une entreprise qui se soucie de votre développement personnel et de vos aspirations professionnelles? Un employeur qui ne respecte p

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