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Ottawa, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Investment Representative to join our Scotia iTRADE team. As an Investment Representative, you will be the primary point of contact for our clients, providing exceptional customer service and executing trade orders on their behalf.Key ResponsibilitiesProvide prompt, accurate, and professional service to clients,...
Investment Representative
2 months ago
We are seeking a highly skilled Investment Representative to join our team at Scotiabank. As an Investment Representative, you will be responsible for providing exceptional client service and promoting industry-leading investment solutions to our clients.
Key Responsibilities- Client Service and Support
- Provide expert-level client service and support to ensure client satisfaction and loyalty.
- Maintain a deep understanding of our investment products and services to effectively communicate with clients.
- Act as a subject matter expert to resolve client inquiries and issues in a timely and professional manner.
- Execute trades accurately and efficiently, ensuring that all client instructions are fulfilled promptly.
- Collaborate with internal teams to resolve trade-related issues and ensure seamless execution.
- Develop and maintain strong relationships with clients to identify opportunities for cross-selling and upselling.
- Ensure compliance with all regulatory requirements and industry standards.
- Identify and mitigate potential risks associated with client trades and transactions.
- Develop and implement effective risk management strategies to protect the firm and its clients.
- Identify and pursue business development opportunities to drive revenue growth and expand our client base.
- Develop and maintain strong relationships with internal stakeholders to ensure seamless execution of business initiatives.
- Stay up-to-date with industry trends and developments to provide expert-level advice to clients.
- 2+ years of experience in a related field, preferably in investment banking or financial services.
- Fluency in French and English, with the ability to communicate effectively with clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
- Relevant certifications, such as CSC or CPH.
- Experience with investment products and services, including equities, fixed income, and mutual funds.
- Knowledge of industry regulations and standards, including IIROC and CSA requirements.
