Client Relations Representative

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Requisition ID: 200381

Join a purpose-driven and successful team that is dedicated to achieving results within an inclusive and high-performing culture.

As a Customer Care Advisor, you will serve as the main point of contact for our clients. Acting as a representative for Scotia iTRADE, your role will involve assisting clients with inquiries related to account setups, transfers, trading activities, and various products and services. You will actively promote iTRADE's client-centric culture by delivering outstanding customer service.

Is this the right position for you? In this role, you will:

  • Address client inquiries while providing exceptional service
  • Utilize problem-solving skills to enhance the client experience
  • Offer tailored solutions by identifying value-added opportunities
  • Encourage a culture of enthusiasm, accountability, and teamwork by being an engaged team member

Do you possess the qualifications to excel in this position? We would love to collaborate with you if you have:

  • Fluency in both English and French
  • A comprehensive understanding of investment products and procedures related to securities
  • The capability to thrive in a fast-paced environment influenced by market trends and client needs
  • Strong verbal and written communication abilities
  • Effective time-management and prioritization skills
  • A positive mindset and eagerness to learn new tasks and skills to adapt to evolving responsibilities

While not mandatory, it would be advantageous if you have:

  • Completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
  • A post-secondary education in Commerce/Business or Financial Planning
  • Previous experience in a brokerage or contact center
  • Knowledge of the Financial Services sector

What benefits can you expect?

  • Competitive compensation
  • The chance to acquire valuable industry knowledge and experience
  • Opportunities for career advancement within Wealth Management and Scotiabank
  • A workplace culture centered around inclusion, diversity, and potential
  • Participation in a tailored and comprehensive training program

Employment Details:

We prioritize employee training and development, offering extensive training for all successful candidates.

Training sessions are conducted Monday to Friday from 9 AM to 5 PM, including a 4-week onboarding program for all new hires, followed by an additional 7-week training for those needing support to complete their licensing courses (CSC, CPH).

Work Hours:

The Scotia iTRADE Contact Centre operates from 8 AM to 8 PM, Monday to Friday. Due to the nature of a contact center, your shift will be scheduled from 12 PM to 8 PM.

Why choose Scotia iTRADE?

Scotia iTRADE is a leading Canadian brokerage dedicated to assisting investors in achieving their objectives through exceptional service, unique educational resources, and a personalized digital experience. By joining our Contact Centre, you will work in a dynamic and rewarding environment, supporting clients through both inbound and outbound communications. Our emphasis on training and professional growth will aid you in building a successful career with Scotiabank.

Scotiabank is committed to fostering an inclusive, diverse, and accepting environment for all employees. We believe that diverse backgrounds and experiences enhance our overall effectiveness. If you require specific accommodations during the hiring process, please inform us, and we will work to accommodate your needs.

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