Investment Representative

2 weeks ago

Ottawa, Ontario, Canada Scotiabank Full time

Are you looking for a challenging role in the financial services industry?

This position as an Investment Representative at Scotiabank offers a unique opportunity to work with clients, provide exceptional service, and grow your career.

Main Responsibilities:

  • Actively promote and provide industry-leading client service to every client, every time.
  • Maintain expert understanding of the Mainstreet & Gold client segments, trading platforms, order routing to serve clients effectively and efficiently.
  • Ensure that 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.
  • 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.
  • Answer service and trade-related inquiries in a fast-paced and dynamic contact centre environment.
  • Liaise with supervisors, settlements, credit, and executing brokers to ensure proper handling of client orders.
  • Provide clients with added value solutions and spot opportunities to strengthen client relationships by growing their business with Scotia iTRADE and/or our Partners.
  • Provide flexibility to back up other Queues, including Client Care Queue, iClub Qs, etc.

Key Requirements:

  • 2+ years of industry experience
  • Fluency in French
  • A minimum of 1 year sales experience, including the ability to identify cross-sell and referral opportunities
  • Previous discount brokerage experience
  • 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
  • Strong communication / interpersonal skills
  • Knowledge of back office functionalities
  • Ability to adapt to a changing environment and duties, dependent on current situations and directives from management
  • Expert knowledge of procedures related to securities settlement
  • Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards
  • College Diploma/University Degree

Required Industry Courses:

  • CSC
  • CPH
  • IIROC licensed as an IR and DFOL (Derivative Fund Options License)

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele frequently.

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