Senior Financial Services Professional

4 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time
Job Description

We are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at Scotiabank. This role is ideal for individuals who are passionate about delivering exceptional client service and have a strong understanding of investment products.

Key Responsibilities
  • Act as the primary point of contact for clients, providing prompt, accurate, and professional service while ensuring high-quality standards are maintained.
  • Execute trade orders on behalf of clients, respond to inquiries, troubleshoot technical problems, and resolve client issues in a fast-paced contact centre environment.
  • Liaise with supervisors, settlements, credit, and executing brokers to ensure proper handling of client orders.
  • Provide added value solutions, identify opportunities to strengthen client relationships, and grow their business with Scotia iTRADE and/or our Partners.
Requirements
  • 2+ years of industry experience with a focus on sales, customer service, or financial services.
  • Fluency in French, with the ability to communicate effectively in English.
  • A minimum of 1 year sales experience, including identifying cross-sell and referral opportunities.
  • Broad knowledge of investment products, including Equities, Fixed Income & Mutual Fund Securities.
  • Strong attention to detail, risk awareness, and ability to set and achieve goals independently.
  • Excellent communication and interpersonal skills, with the ability to adapt to changing environments and duties.
Compensation and Benefits

The salary for this position is estimated to be around $70,000 - $90,000 per year, depending on location and experience. In addition to a competitive salary, we offer a range of benefits, including comprehensive health and dental insurance, retirement savings plans, and opportunities for career advancement.

About Scotiabank

At Scotiabank, we value diversity, equity, and inclusion, and are committed to creating an inclusive and accessible work environment for all employees. We thank all applicants for their interest in joining our team, but only those selected for an interview will be contacted.



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