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Title:  Investment Representative - Montreal, QC


Requisition ID: 88705


Join the Global Community of Scotiabankers to help customers become financially better off. 

A Best Workplace 

Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace®, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, and Latin America by the Great Place to Work® Institute. 

A multinational winning team
Scotiabank is Canada’s international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and parts of Asia.  We are dedicated to helping our 21 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management, corporate and investment banking. 

Corporate Social Responsibility 
Scotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities. 

ScotiaMcLeod is part of the Global Wealth Management (GWM) division of Scotiabank and a division of Scotia Capital Inc.  ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada. 

ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service and a commitment to doing what's right for our clients. 

At ScotiaMcLeod, we pride ourselves on the strong team we have developed to support the Wealth Advisors. In addition to traditional administrative support, we also have a number of licensed roles to assist the advisors with their clients, with their individual marketing, and with the growth and development of their businesses. ScotiaMcLeod provides both internal training as well as financial assistance for external courses to support and encourage career path progression for our employees. 

As part of Scotiabank, you will see the many benefits of working for an employer of choice - one that reflects the community and one that attracts and retains talent from diverse backgrounds. We encourage open communication, recognize and reward performance, and provide opportunity for growth. Here you will find a workplace enriched with strong relationships, teamwork, contagious enthusiasm and a "can-do" attitude. 

Why Scotia iTRADE?

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 a High Net Worth Representative:

You are the primary point of contact for high net worth 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.

You’ll Be Responsible For:

Assisting with high net worth 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
Role Requirements:

Must Have

Successfully completed CSC, CPH, and DFOL licenses
1-2 years of work experience in a brokerage or Contact Centre
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 and Cantonese language skills 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

Nice to Have

Completed post-secondary education in Commerce/Business, or Financial Planning
Banking knowledge and/or experience
Fluent in English and Cantonese (French is an asset).

By Joining Our Team, You Will:

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
Employment Details:

Training Timeframe

We value employee training and development. Our 4 week training program will run Monday-Friday from 9am-5pm to support your success in the role.


Work Hours

The Scotia iTRADE Contact Centre is open 8am-8pm Monday to Friday. Due to the nature of a contact centre environment, flexibility to work evening shifts is required.

Location(s):  Canada : Quebec : Montreal 

ScotiaMcLeod and Scotiabank are committed to providing an inclusive and accessible candidate experience. Only those candidates selected for an interview will be contacted. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to meet your needs.