Client Trading Specialist, Wealth Services

MD Financial Management | Gestion financière MD; Calgary; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Banking Benefits

Health Benefits from day one

Job summary

Scotiabank is seeking a Trade Representative to support the Virtual Channels, Wealth Services in Canada. You will facilitate trade instructions and respond to online, telephone and chat inquiries from clients and MD representatives nationwide, ensuring accuracy and policy compliance.

You're expected to bring front-line contact centre experience, knowledge of financial products, and a client‑focused approach, with bilingual English and French considered an asset; CIRO registration and LLQP would

Qualifications

• University degree in business, commerce or equivalent.
• Front-line experience within a contact centre and/or in the financial services industry.
• Approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO).
• Life License (LLQP) or willingness to complete within 12 months.
• Demonstrated knowledge of financial services rules and regulations coupled with a thorough understanding of trading policies and procedures.
• Bilingual English & French is considered an asset.

Responsibilities

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Be accountable for protecting the interests of MD Management and our clients by demonstrating the due care required to avoid errors in trade execution.
• Develop and maintain detailed knowledge relative to MD products and services, market conditions, and other financial industry news.
• Utilize understanding of financial services and instruments such as mutual funds, bonds and equities.
• Support real-time trading related to mutual funds, equities and fixed income products and ensure accuracy of client transactions.

Job description

Scotiabank is seeking a Trade Representative to support the Virtual Channels, Wealth Services in Canada. You will facilitate trade instructions and respond to online, telephone and chat inquiries from clients and MD representatives nationwide, ensuring accuracy and policy compliance.

You're expected to bring front-line contact centre experience, knowledge of financial products, and a client‑focused approach, with bilingual English and French considered an asset; CIRO registration and LLQP would