Scotia iTRADE Investment Representative

3 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time
Investment Representative Role Overview

We are seeking a skilled Investment Representative to join our Scotia iTRADE team. As a key point of contact for clients, you will provide exceptional service, execute trade orders, and offer tailored solutions to meet their needs.



Key Responsibilities:

  • Provide prompt, accurate, and professional service to clients, ensuring high-quality call standards and exceptional customer experience.
  • Execute trade orders, troubleshoot technical issues, and respond to client inquiries effectively.
  • Identify and initiate cross-sell and referral opportunities to grow client relationships and business.
  • Collaborate with Manager to implement effective client solutions and ensure adherence to service standards.
  • Communicate clearly, concisely, and accurately with clients, providing timely and prompt submission of client instructions.
  • Liaise with supervisors, settlements, credit, and executing brokers to ensure proper handling of client orders.


Requirements:

We are looking for an experienced Investment Representative with:



  • Fluency in Cantonese and/or Mandarin.
  • 2+ years of industry experience.
  • Minimum 1 year sales experience, including identifying cross-sell and referral opportunities.
  • Previous discount brokerage experience.
  • Broad investment product knowledge in Equities, Fixed Income, and Mutual Fund Securities.
  • Strong attention to detail and risk awareness.
  • Ability to set and achieve goals, work independently, and adapt to changing environments.
  • College Diploma/University Degree.
  • Relevant industry courses, such as CSC, CPH, and IIROC licensed as an IR and DFOL.


Why Join Us?

At Scotiabank, we value our employees' unique skills and experiences. We create and maintain an inclusive and accessible environment for everyone. We thank all applicants for their interest, but only candidates selected for an interview will be contacted.



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