Scotia Itradeinvestment Associate

3 days ago

Montréal, Canada Scotiabank Full time

Requisition ID: 158258

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

Scotia iTRADE is a top Canadian brokerage committed to helping investors achieve their goals through exceptional service, unique educational tools and resources, and a personalized digital experience. Joining the Scotia iTrade Contact Centre means working in a fast-paced and rewarding environment, supporting our clients through inbound and outbound calls. Our focus on training and professional development will support you as you build your career with Scotiabank.

Scotiabank is committed to being the institution of choice in the financial sector, providing superior products and services and being a good corporate citizen to the benefit of our clients, shareholders, and employees. We are driven by our four core values: respect, integrity, passion, and accountability and we implement them into everything that we do.

As the Investment Associate, you are the primary point of contact for high net worth clients, making you an important ambassador for Scotia iTRADE. You will provide specialized knowledge regarding new accounts, transfers, trading, as well as our full range of product/service offerings. You will also be a proactive promoter of iTRADE’s client-focused culture by providing high quality customer service.

You’ll Be Responsible For:

- Assisting with high net worth client inquiries while delivering memorable service
- Using discretion and problem solving to own the client experience
- Contributing to optimal functionality by adhering to goals, policies, and procedures
- Providing personalized solutions by recognizing value add solutions consistently
- Facilitating a culture of passion, accountability, and collaboration by being an active member of your team

Role Requirements:

- Successfully completed CSC, CPH, and DFOL licenses
- 1-2 years of work experience in a brokerage or Contact Centre
- A broad knowledge of investment products and the procedures related to securities settlement
- Results-oriented with the ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
- Impeccable written and verbal English to ensure cooperative working relationships with clients
- The ability to utilize time-management and prioritization skills in order to ensure optimum service levels
- A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments/duties
- Fluent in English and French

Nice to Have
- Completed post-secondary education in Commerce/Business, or Financial Planning
- Banking knowledge and/or experience

Employment Details:
Training Timeframe
We value employee training and development. Our 4 week training program will run Monday-Friday from 9am-5pm to support your success in the role.

Work Hours
The Scotia iTRADE Contact Centre is open 8am-8pm Monday to Friday. Due to the nature of a contact centre environment, flexibility to work evening shifts is required.

Location(s): Canada : Quebec : Montreal

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.

  • Programme Associé(E)s

    3 months ago

    Montréal, QC, Canada Banque Scotia Full time

    Numéro de la demande: 204250 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **Programme Associé(e)s - Gestion de patrimoine** **Banquière privée associée ou banquier privé associé** La Banque Scotia fait partie des plus grandes institutions financières du monde, en...

  • Olb Inside Sales Associate

    6 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 174413 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. You are an expert in onboarding clients and in providing a high standard of professional and personalized client experience consistent with our Scotia iTrade business priorities. Your primary accountabilities include the...

  • Service Support Officer, Private Banking, Scotia

    3 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 207171 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent...

  • Traducteur/reviseur/ Translator/reviser

    7 months ago

    Montréal, Canada Banque Scotia Full time

    Numéro de la demande: 187566 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **_ Fonction_** La personne titulaire du poste contribue au succès global de Gestion de patrimoine mondiale au Canada, en s’assurant que les objectifs, les initiatives et les plans individuels...

  • Customer Service Associates

    4 months ago

    Montréal, QC, Canada Simons Full time

    Job description **Customer Service Associates - Seasonal positions**: **Sales**: **Québec**: **Downtown Montreal**: - Full time- Part time- Short timeStarting at $18 per hour - relevant experience considered. Opportunities for advancement and additional benefits. **Key Responsibilities**: - Provide high-quality customer service to our clientele. -...

  • Associate Financial Consultant

    7 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 199505 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 Associate Financial Consultant - Digital Channels to join our team. Reporting to the...

  • Research Associate, Jarislowsky Fraser Research

    7 months ago

    Montréal, Canada Jarislowsky Fraser Full time

    **Requisition ID**: 197286 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The **Research Associate** contributes to the overall success of the JFL Research Department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and...

  • Scotiamcleod Investment Associate

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 150861 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Customer Service Associates

    1 month ago

    Montréal, QC H3B 4W3, Canada Simons Full time

    Job description **Sales**: **Customer Service Associates - Seasonal positions**: Quebec Downtown Montreal Full time Part time Short time **Key Responsibilities**: - Provide high-quality customer service to our clientele. - Perform various tasks within the assigned department, such as merchandizing products. **Desired Profile**: - Provide friendly...

  • Chef D'équipe

    7 months ago

    Montréal, Canada Banque Scotia Full time

    Numéro de la demande: 194547 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **Objectif** Le titulaire du poste est responsable de la gestion des ventes d’une équipe de spécialistes, Services bancaires — Soins de santé et Professions libérales pour un territoire ou un...

  • Investment Specialist Associate

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 150824 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Investment Specialist Associate, Montreal

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 188750 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Investment Specialist Associate

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 148361 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Wealth Management Associate Program

    3 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 204250 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program - June 2025** **Private Banking Associate** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome)...

  • Portfolio Administrator, Private Investment Counsel

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 181456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: To work closely with the Portfolio Managers, Associate Portfolio Managers and Wealth Managers in the management of the overall book of business by providing effective and efficient client service. The role is a...

  • Estate and Trust Consultant

    3 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 172745 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of Scotiatrust in the Quebec Market ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....

  • Service Support Officer, Private Banking

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 168411 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. *** The role supports the Montreal Private Banking Team and requires fluency in English and French** **Purpose** The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific...

  • Service Support Officer, Private Banking

    6 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 168411 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. *** The role supports the Montreal Private Banking Team and requires fluency in English and French** Purpose The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific...

  • Service Support Officer, Private Banking, Montreal

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 192607 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent...

  • Team Lead, Professional Banking Specialist

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 194547 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The incumbent is responsible for leading the sales management of a team of Healthcare and Professional Banking Specialists for an assigned territory/market ensuring business strategies, plans and initiatives are...