Trade Representative

1 month ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 176727

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Trade Representative to join our team.

This role is a temporary position for 18 months.

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
- Bilingualism ( French/English) is considered an asset

**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

**What’s in it for you?**
- 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.

Location(s): Canada : Ontario : Ottawa

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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