Current jobs related to Investment Representative - Ottawa, Ontario - Scotiabank

  • Investment Representative

    3 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    OverviewAs an Investment Representative at Scotiabank, you will play a critical role in providing exceptional client service and expertise to our customers. This is a fantastic opportunity for individuals who are passionate about the financial industry and are looking to grow their careers.We offer a dynamic and inclusive work environment where you can...

  • Strategic Portfolio Specialist

    1 month ago

    Ottawa, Ontario, Canada TriCert Investment Counsel Inc. Full time

    TriCert Investment Counsel Inc., a registered portfolio management firm founded in 1999, manages over $2.5 billion in assets under management (AUM) for thousands of households across Canada.Job SummaryWe are seeking a highly skilled Strategic Portfolio Specialist to join our team. As a key member of our investment team, you will be responsible for delivering...

  • Trade Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Job Descriptionp>We are seeking a highly skilled Trade Specialist to join our team at Scotia iTRADE. As an Investment Representative, you will be the primary point of contact for clients through our inbound Contact Centre.You will execute trade orders on behalf of clients, provide prompt and accurate service while maintaining call quality standards, and...

  • Back Office Representative

    4 weeks ago

    Ottawa, Ontario, Canada Cari Full time

    About CariCari is a leading bank in the Americas, driven by our purpose: 'for every future'. We empower our clients to achieve success through expert advice, innovative products, and exceptional services.Salary RangeThe estimated annual salary for this role is $80,000 - $110,000 CAD, depending on experience and location.Job DescriptionKey ResponsibilitiesAs...

  • Financial Services Representative

    3 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    As a key member of our team at Scotiabank, you will play a vital role in delivering exceptional client service and supporting the growth of our business. We are seeking a highly skilled and motivated Financial Services Representative to join our Investment Representative team.About the RoleThe successful candidate will be responsible for providing prompt,...

  • Financial Services Representative

    4 weeks ago

    Ottawa, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a Financial Services Representative to join our team at National Bank. As a key member of our organization, you will be responsible for delivering exceptional client experiences and building strong relationships with our customers.Job ResponsibilitiesListen to clients' needs and resolve complex situations.Provide advice and offer...

  • Sales Representative for National Markets

    4 weeks ago

    Ottawa, Ontario, Canada ColdHaus Direct Full time

    ColdHaus Direct is a direct-to-store distributor specializing in national and independent markets. With over 20 years of experience in the sales and distribution industry, we offer a suite of services including direct store delivery, online ordering, warehouse infrastructure, freight, fulfillment, and sub-distributor hosting with comprehensive back-office...

  • Trade Finance Representative

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Job Summary:We are seeking an experienced Trade Finance Representative to join our team. As a key member of our trade finance division, you will be responsible for providing exceptional client service and executing trade orders on behalf of clients.About the Role:The ideal candidate will possess fluency in Cantonese and/or Mandarin, with 2+ years of industry...

  • Salesforce Business Growth Representative

    2 days ago

    Ottawa, Ontario, Canada SkyVenn Full time

    Company Overview:SkyVenn is a Canadian company that specializes in Salesforce services. We are on the lookout for self-motivated and high-energy business development candidates to join our team.About the Role:We are seeking an experienced Salesforce Business Growth Representative to generate new business pipelines through prospecting outbound opportunities,...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryThis position is ideal for individuals with strong client-focused sales expertise and natural problem-solving skills. You will work closely with clients to understand their banking, credit, and investment needs. As a representative of the Royal Bank of Canada, you will collaborate with partners to help clients achieve their goals.

  • Sales Ambassador

    1 month ago

    Ottawa, Ontario, Canada Neo Financial Full time

    We're on a mission to revolutionize the financial industry at Neo Financial. Our suite of innovative products has already spoken for itself; high-interest daily operating accounts - Neo Money, investment funds - Neo Invest, digital mortgages - Neo Mortgages, and our top-rated Neo Credit card, voted the best cashback card in Canada in 2021.We've secured $299M...

  • Business Development Representative

    1 month ago

    Ottawa, Ontario, Canada Briggs Industrial Solutions, Inc. Full time

    About Briggs Industrial SolutionsAt Briggs Industrial Solutions, Inc., we pride ourselves on our team members and company culture being just as vital to our success as serving our customers. We believe that our employees are the key to our growth, emphasizing safety, ethics, integrity, and respect in all our endeavors.We recognize that the decisions we make...

  • Retail Sales Leader for BMO Financial Group

    1 month ago

    Ottawa, Ontario, Canada Bank of Montreal Full time

    Retail Sales Manager Job DescriptionJob Overview:BMO Financial Group is seeking an experienced Retail Sales Manager to lead our retail distribution channel in Ottawa, ON. As a key member of our team, you will be responsible for providing leadership and sales support to our region, driving revenue growth and maximizing sales...

  • Financial Planning Strategist

    2 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning 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.Job SummaryWe are seeking an experienced Financial...

  • Part-Time Merchandising Representative

    4 days ago

    Ottawa, Ontario, Canada Coca-Cola Canada Bottling Limited Full time

    About Our Company: Coca-Cola Canada Bottling Limited is Canada's premier bottling company, proudly owned and operated by Canadians. With over 5,800 associates and more than 50 sales and distribution centers across the country, we are dedicated to providing exceptional customer service and promoting a diverse and inclusive workplace culture.">Our Mission: At...

  • Senior Financial Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada co-operators Financial Services Full time

    As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

  • Professional Real Estate Associate

    1 month ago

    Ottawa, Ontario, Canada Solid Rock Realty Full time

    Solid Rock Realty is looking for a skilled Buyer's Agent to represent and guide clients through the home purchasing process. As a key member of our team, you will provide expert advice and negotiate on behalf of our clients, ensuring the best possible outcome in the ever-changing real estate market.Key Responsibilities:Scheduling and conducting market...

  • Sales and Marketing Associate

    3 weeks ago

    Ottawa, Ontario, Canada Lifestyle Sunrooms Inc. Full time

    **About Us**Lifestyle Sunrooms Inc. is a dynamic organization that values diversity, collaboration, and respect for each other.We are committed to delivering exceptional results in our industry.**Job Overview**The Field Marketing Representative plays a crucial role in generating leads for our organization by engaging with potential customers in close...

  • Senior Financial Planning Professional

    1 month ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in Canada, committed to making a difference in our communities and the lives of our clients. We are seeking a highly skilled Senior Financial Planning Associate to join our team.Job Summary:The Senior Financial Planning Associate will provide financial planning services to clients, working closely with Wealth Advisors to create...

  • Senior Life Insurance Financial Services Representative

    4 weeks ago

    Ottawa, Ontario, Canada People Exchange Inc on behalf of SISIP Financial Full time

    People Exchange Inc, a leading recruitment partner, is supporting SISIP Financial in finding a top-performing Bilingual Life Insurance Advisor-Financial Services professional. With over 50 years of serving the military community, SISIP Financial has earned the trust of Canadian Armed Forces (CAF) members for expert advice and solutions across investing,...

Investment Representative

2 months ago

Ottawa, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking an experienced Investment Representative to join our team as a Client Solutions Expert. This role will focus on providing exceptional client service, promoting industry-leading investment solutions, and driving business growth.

Key Responsibilities
  • Deliver Exceptional Client Service: Actively engage with clients to understand their investment needs and preferences, providing tailored solutions to meet their objectives.
  • Promote Investment Solutions: Develop and maintain in-depth knowledge of our investment products and services, effectively communicating the benefits to clients and identifying opportunities for growth.
  • Drive Business Growth: Collaborate with colleagues to identify new business opportunities, develop strategies to acquire new clients, and retain existing relationships.
Requirements
  • Fluency in Cantonese and/or Mandarin: Effective communication skills in one or both languages to interact with clients from diverse backgrounds.
  • Industry Experience: A minimum of 2 years of experience in the financial services industry, with a strong understanding of investment products and services.
  • Sales Experience: Proven sales experience, with the ability to identify cross-sell and referral opportunities to drive business growth.
  • Discount Brokerage Experience: Previous experience working in a discount brokerage environment, with knowledge of back-office functionalities and securities settlement procedures.
What We Offer
  • Competitive Salary: $65,000 - $85,000 per annum, depending on experience and qualifications.
  • Bonus Structure: Eligible for performance-based bonuses, tied to individual and team performance metrics.
  • Ongoing Training and Development: Opportunities for professional growth and development, including training programs, workshops, and mentorship initiatives.
  • Diverse and Inclusive Work Environment: A welcoming and inclusive workplace culture, celebrating diversity and promoting employee well-being.