Trade Representative Bilingual

4 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 193272

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

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

Location(s): Canada : Ontario : Ottawa || Canada : New Brunswick : Moncton || Canada : Nova Scotia : Halifax || Canada : Ontario : Toronto

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.

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