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Scotia iTRADE Investment Representative, Cantonese or Mandarin
2 months ago
We 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 prompt, accurate, and professional service.
Key Responsibilities- Client Service
- Provide industry-leading client service to every client, every time.
- Maintain expert understanding of the Mainstreet & Gold client segments, trading platforms, and order routing to serve clients effectively and efficiently.
- Ensure every client experience is consistent with Scotia iTRADE's service standards.
- Actively engage in client inquiries, problem-solving, and providing value-added client service to achieve First Call Resolution.
- Trade Execution
- Execute trade orders on behalf of clients.
- Liaise and collaborate with Manager to execute effective client solutions.
- Communicate clearly, concisely, and provide accurate information to clients.
- Ensure the timely and prompt submission of client instructions and client follow-up.
- Risk Management
- Minimize potential risk and harm for the business.
- May be required to provide trading-based overrides/approval when higher authorization limits are needed.
- Knowledge of equity strategies and the ability to assess corresponding Margin Requirements.
- Ability to perform margin client interviews to assess client knowledge in regards to account upgrades.
- Business Development
- Solidify existing Scotia iTRADE business and create new business opportunities by initiating cross-sell and referral opportunities.
- Recognize and appropriately action quality opportunities.
- Team Collaboration
- Contribute to the effective functioning of Scotia iTRADE.
- Build effective working relationships across the team and with various business lines and corporate functions.
- Facilitate a culture of open and honest communication by actively participating and contributing to touchbases, team meetings, encouraging the generation of new ideas and approaches, and actively sharing knowledge and experience to enhance the development of all team members.
- Language
- Fluency in Cantonese and/or Mandarin.
- Experience
- 2+ years of industry experience.
- A minimum of 1 year sales experience, including the ability to identify cross-sell and referral opportunities.
- Knowledge
- Broad investment product knowledge in Equities, Fixed Income & Mutual Fund Securities.
- Strong attention to detail and the ability to recognize risk to the firm.
- Ability to set and achieve goals, and work independently.
- Certifications
- CSC.
- CPH.
- IIROC licensed as an IR and DFOL (Derivative Fund Options License).
