About The Position

As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and services, and be a proactive promoter of iTRADE’s client-focused culture by providing exceptional customer service. In this role you will assist with client inquiries while delivering memorable service, use discretion and problem solving to own the client experience, provide personalized solutions by recognizing value add solutions, and facilitate a culture of passion, accountability, and collaboration by being an active member of your team.

Requirements

  • Fluency in English and either Mandarin or Cantonese
  • A broad knowledge of investment products and procedures relating to securities settlement
  • The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
  • Strong written and verbal communication skills
  • The ability to utilize time-management and prioritization skills
  • A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments/duties

Nice To Haves

  • Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH)
  • Completed a post-secondary education in Commerce/Business, or Financial Planning
  • Prior work experience in a brokerage or Contact Centre
  • Knowledge of the Financial Services Industry

Responsibilities

  • Assist with client inquiries while delivering memorable service
  • Use discretion and problem solving to own the client experience
  • Provide personalized solutions by recognizing value add solutions
  • Facilitate a culture of passion, accountability, and collaboration by being an active member of your team

Benefits

  • Competitive pay
  • the opportunity to gain valuable industry knowledge and experience
  • The opportunity to advance your career through other roles within Wealth Management and Scotiabank
  • A workplace culture built around inclusion, diversity, and potential
  • The opportunity to participate in a customized and comprehensive training program
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