Trade Representative

7 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 194188

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

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

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Trade Representative to join our team.
As a Trade Representative, you will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone and chat inquiries, from current and prospective clients, as well as internal MD representatives Canada-wide.

**Is this role right for you? In this role you will**:
Facilitate real time and accurate trading related to mutual funds, equities, and fixed income products
Maintain and monitor outstanding client inquiries and issues, ensuring that established service level standards are met, and appropriate solutions are identified to address administrative errors/problems.
Be accountable for developing and maintaining detailed knowledge of MD products and services, market conditions, interest rates and other financial industry news
You will actively identify and develop opportunities for client retention and lead generation.

**The Must Haves**:
University degree in business, commerce or equivalent
Front-line experience within a contact center environment preferably in the financial services industry
Completion of the Canadian Securities Course (CSC) is considered an asset
Bilingual (English/French) is required

**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:
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
An ability to work in a high-paced environment with multiple and competing priorities
Excellent verbal and written communication skills
An understanding of the financial services industry, and its variety of services including investment account types, and financial instruments such as mutual funds, bonds, and equities

Gestion MD limitée, une division de Gestion de patrimoine Scotia, cherche une personne talentueuse, passionnée et soucieuse de la clientèle pour pourvoir le poste de représentante ou représentant du Centre de courtage.
Vous devrez, entre autres, gérer les instructions de négociation de manière efficace et répondre aux demandes en ligne, par téléphone et par clavardage. Vous aurez l’occasion de faire affaire avec des clients potentiels et actuels, ainsi qu’avec des représentantes et représentants MD de partout au Canada.

Ce poste est-il pour vous? Voici vos principales responsabilités:
Effectuer en temps réel et avec exactitude la négociation précise des fonds communs de placement, des actions et des titres à revenu fixe.
Effectuer la gestion et le suivi des demandes des clients et des problèmes en suspens en vous assurant que les niveaux de service sont respectés et que des solutions appropriées sont présentées pour régler les erreurs administratives et les problèmes.
Acquérir des connaissances poussées des produits et services de MD, de la conjoncture des marchés, des taux d’intérêt et de l’actualité du domaine financier et vous tenir à jour.
Vous travaillerez activement à repérer les occasions de fidéliser la clientèle ou d’obtenir des pistes de prospection.

Formation et expérience:
Diplôme universitaire en administration des affaires, en commerce ou l’équivalent.
Expérience de première ligne dans un centre d’appels, de préférence dans le secteur des services financiers.
Réussite du Cours sur le commerce des valeurs mobilières au Canada, un atout.
Le bilinguisme (français et anglais) est obligatoire pour ce poste.

Avez-vous ce qu’il faut pour connaître du succès dans ce poste? Nous aimerions travailler avec vous si vous avez les qualités suivantes:
Vous vous faites un devoir d’offrir une expérience client exceptionnelle en livrant un niveau de service exemplaire à l’aide de différents moyens de communication et en vous assurant de l’exactitude des opérations, du suivi des problèmes et de la réponse aux préoccupations des clients. Vous êtes capable de travailler de façon autonome et de collaborer au sein d’une équipe. Vous êtes à l’aise de travailler dans un environnement où le rythme est soutenu et de gérer toutes sortes de priorités qui peuvent entrer en conflit.
Excellentes compétences en communication orale et écrite.
Vous connaissez le secteur des services financiers et la variété de services, de comptes de placement et d’instruments financiers qui y sont offerts, comme les fonds communs de placement, les obligatio

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