Current jobs related to Scotia iTrade Investment Representative, Toronto/Montreal/Ottawa - Montreal - Scotiabank
-
Montreal, Canada Scotiabank Full timeTitle: Partnership Service Representative, Scotia iTRADE - Toronto/Montreal Requisition ID: 206136Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeAs a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners...
-
Montreal, Canada Scotiabank Full timeTitle: Partnership Service Representative, Scotia iTRADE - Toronto/Montreal Requisition ID: 206136Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeAs a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners...
-
Montreal, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeAs a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners requiring assistance on behalf of Scotia iTRADE clients. The PSR will provide prompt,...
-
Montreal, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeAs a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners requiring assistance on behalf of Scotia iTRADE clients. The PSR will provide prompt,...
-
Montreal, Canada Scotiabank Full timeRequisition ID: 206136 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose As a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners requiring assistance on behalf of Scotia iTRADE clients. The PSR will provide...
-
Montreal, Canada Scotiabank Full timeRequisition ID: 206136Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeAs a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners requiring assistance on behalf of Scotia iTRADE clients. The PSR will provide...
-
Montreal, Canada Scotiabank Full timeRequisition ID: 206136Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeAs a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners requiring assistance on behalf of Scotia iTRADE clients. The PSR will provide...
-
Montreal, Canada Scotiabank Full timeRequisition ID: 206136Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeAs a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners requiring assistance on behalf of Scotia iTRADE clients. The PSR will...
-
Montreal, Canada Scotiabank Full timeRequisition ID: 206136 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose As a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners requiring assistance on behalf of Scotia iTRADE clients. The PSR...
-
Montreal, Canada Scotiabank Full timeRequisition ID: 206136 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose As a member of the Sales & Partnerships Team, the Partnership Service Representative (PSR) is the primary point of contact for Scotiabank partners requiring assistance on behalf of Scotia iTRADE clients. The PSR will provide...
-
Representative, Client Service, Scotia iTRADE
3 weeks ago
Montreal, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at Scotia iTRADE. As a key member of our client service team, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving their issues in a timely and professional manner.Key...
-
Representative, Client Service, Scotia iTRADE
3 weeks ago
Montreal, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at Scotia iTRADE. As a key member of our client service team, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving their issues in a timely and professional manner.Key...
-
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 185940Join a purpose-driven team that is committed to achieving results within an inclusive and high-performing culture. Language Requirement: The successful candidate must be proficient in both English and French to effectively collaborate with teams and serve a diverse clientele. As a Client Support Specialist, you will serve as the primary...
-
Customer Service Representative
1 month ago
Montreal, Quebec, Canada Banque Scotia Full timeAre you passionate about delivering exceptional customer service in the financial industry? Scotia iTRADE, a leading Canadian brokerage firm dedicated to empowering investors, is seeking a skilled and motivated Customer Service Representative to join our dynamic team.As a key point of contact for our valued clients, you will provide comprehensive support...
-
Representative, Client Service, Scotia iTRADE
3 weeks ago
Montreal, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at Scotia iTRADE. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, answering their questions, and resolving their issues in a timely and professional manner.Key ResponsibilitiesRespond...
-
Representative, Client Service, Scotia iTRADE
3 weeks ago
Montreal, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at Scotia iTRADE. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, answering their questions, and resolving their issues in a timely and professional manner.Key ResponsibilitiesRespond...
-
Customer Service Representative, Scotia iTRADE
4 months ago
Montreal, Canada Scotiabank Full timeRequisition ID: 185940 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “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...
-
Représentant, Service clientèle, Scotia iTRADE
3 months ago
Montreal, Canada Banque Scotia Full timeNuméro de la demande: 202289 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. En tant que représentant du Service clientèle, vous êtes le premier point de contact de notre clientèle. À titre d’ambassadeur de Scotia iTRADE, vous l'aiderez en répondant à ses...
-
Montreal, Canada Banque Scotia Full timeNuméro de la demande: 206136 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. Objectif En tant que membre de l'équipe des Ventes et Partenariats, le Représentant du Service de Partenariat (RSP) est le principal point de contact pour les partenaires de la Banque...
-
Partenaire Commercial, Scotia iTRADE
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeDétails du posteTitre du poste : Représentant du Service de Partenariat, Scotia iTRADEEmplacement : Toronto/MontrealDescription du poste :En tant que membre de l'équipe des Ventes et Partenariats, le Représentant du Service de Partenariat (RSP) est le principal point de contact pour les partenaires de la Banque Scotia nécessitant de l'aide au...
Scotia iTrade Investment Representative, Toronto/Montreal/Ottawa
4 months ago
Is this role right for you?
In this role you will:1. Actively promote and provide industry leading client service to every client, every time.
Maintaining expert understanding of the Mainstreet & Gold client segments, trading platforms, order routing to serve clients effectively and efficiently. Ensuring 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. Liaising and collaborating with Manager to execute effective client solutions. Communicating clearly, concisely, and providing accurate information to clients. Ensuring the timely and prompt submission of client instructions and client follow-up. Answering service and trade related inquiries in a fast paced and dynamic contact centre environment. Inquiries come through various channels including telephone & email. Liaising with supervisors, settlements, credit and executing brokers to ensure proper handling of client orders. Providing clients with added value solutions and spotting opportunities to strengthen client relationships by growing their business with Scotia iTRADE and/or our Partners Providing flexibility to back up other Queues, including Client Care Queue, iClub Qs, etc.
2. Adhere to and promote processes that ensure the effective and compliant delivery of outstanding client service.
3. Minimize potential risk and harm for the business.
4. Solidify existing Scotia iTRADE business and creates new business opportunities by initiating cross-sell and referral opportunities.
5. Contribute to the effective functioning of Scotia iTrade.
Do you have the required skills to be successful in this role? We'd love to work with you if you have:
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: