Customer Service Representative, Scotia iTRADE

1 month ago

Montreal, Quebec, Canada Scotiabank Full time

Requisition ID: 185940

At Scotia iTRADE, we're committed to delivering exceptional service to our clients. As a Customer Service Representative, you'll be the primary point of contact for our clients, assisting them with inquiries around new accounts, transfers, trading, and products and services.

As an ambassador for Scotia iTRADE, you'll be a proactive promoter of our client-focused culture, providing personalized solutions by recognizing value-add solutions. You'll also facilitate a culture of passion, accountability, and collaboration by being an active member of your team.

Key responsibilities include:

  • Assisting clients with inquiries while delivering memorable service
  • Using discretion and problem-solving to own the client experience
  • Providing personalized solutions by recognizing value-add solutions
  • Facilitating a culture of passion, accountability, and collaboration

Requirements include:

  • Fluency in both English and French
  • A broad knowledge of investment products and procedures relating to securities settlement
  • The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
  • Strong written and verbal communication skills
  • The ability to utilize time-management and prioritization skills

Preferred qualifications include:

  • Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH)
  • Completed a post-secondary education in Commerce/Business, or Financial Planning
  • Prior work experience in a brokerage or Contact Centre
  • Knowledge of the Financial Services Industry

What's in it for you?

  • Competitive pay
  • The opportunity to gain valuable industry knowledge and experience
  • The opportunity to advance your career through other roles within Wealth Management and Scotiabank
  • A workplace culture built around inclusion, diversity, and potential
  • The opportunity to participate in a customized and comprehensive training program

Training and Development:

We value employee training and development. We provide comprehensive training for all successful candidates.

Training takes place Monday-Friday from 9am – 5pm and includes a 4-week onboarding training for all hires and an additional 7 week training for successful individuals who require support to complete their licensing (CSC, CPH) courses.

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.

Why Scotia iTRADE?

Scotiabank is committed to providing an inclusive, diverse, and accepting environment for all employees. Diverse backgrounds and experiences are what make us better as a whole. If you need specific accommodations during the hiring process, let us know and we will work with you.

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