Scotia iTRADE Investment Representative, Cantonese or Mandarin
4 weeks ago
Is this role right for you?
In this role you will:
Actively promote and provide industry leading client service to every client, every time.
Adhere to and promote processes that ensure the effective and compliant delivery of outstanding client service.
Minimize potential risk and harm for the business.
Solidify existing Scotia iTRADE business and creates new business opportunities by initiating cross-sell and referral opportunities.
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:
Fluency in Cantonese and/or Mandarin 2+ years of industry experience 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:
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