Investment Representative, Scotia iTRADE - Ottawa, ON

Scotiabank • Ottawa, ON

7d • Onsite

About The Position

Scotia iTRADE is a top Canadian brokerage committed to helping investors achieve their goals through exceptional service, unique educational tools and resources, and a personalized digital experience. Joining our Contact Centre means working in a fast-paced and rewarding environment, supporting our clients through inbound and outbound calls. Our focus on training and professional development will support you as you build your career with Scotiabank. Scotiabank is committed to being the institution of choice in the financial sector, providing superior products and services and being a good corporate citizen to the benefit of our clients, shareholders, and employees. We are driven by our four core values: respect, integrity, passion, and accountability and we implement them into everything that we do. As an Investment Representative, you are the primary point of contact for clients, making you an important ambassador for Scotia iTRADE. Our advanced training program, in combination with your skills and experiences, arm you with the ability to provide knowledgeable and professional service. You will provide specialized knowledge regarding new accounts, transfers, trading, as well as our full range of product/service offerings. You will also be a proactive promoter of iTRADE’s client-focused culture by providing high quality customer service.

Requirements

• A broad knowledge of investment products and the procedures related to securities settlement
• Results-oriented with the ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
• Impeccable written and verbal English to ensure cooperative working relationships with clients
• The ability to utilize time-management and prioritization skills in order to ensure optimum service levels
• A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments/duties
• Completed Canadian Securities and Conduct and Practices Handbook Courses or Canadian Investment Regulatory Exam (CIRE)

Nice To Haves

• Completed post-secondary education in Commerce/Business, Finance or Financial Planning
• 1-2 years of work experience in a brokerage or Contact Centre
• Banking knowledge and/or experience
• Fluent in other languages (i.e. French, Cantonese or Mandarin)

Responsibilities

• Assisting with client inquiries while delivering memorable service
• Using discretion and problem solving to own the client experience
• Contributing to optimal functionality by adhering to goals, policies, and procedures
• Providing personalized solutions by recognizing value add solutions consistently
• Facilitating a culture of passion, accountability, and collaboration by being an active member of your team

Benefits

• Receive a competitive pay while gaining valuable industry knowledge
• Develop your communication, organizational, and interpersonal skills
• Get the opportunity to advance your career through other roles within Wealth Management and Scotiabank
• Build working relationships and contacts with other Scotiabank employees both within iTRADE and in other departments
• Be a part of and contribute to a culture of inclusion, diversity, and potential
• Have a work life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree