Customer Care Advisor, Bilingual - Investments - Client Experience Centre, Ottawa - Dec 2026

Scotiabank; Ottawa; Vor Ort; CAD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

Career growth

Tuition assistance

Full benefits

Inclusive culture

Training and development

Zusammenfassung

Scotiabank in Ottawa is seeking a Customer Care Advisor - Investments to be the voice for clients across Canada, delivering service and guidance on investment and banking inquiries. You will build relationships, provide solutions aligned with financial goals, and assist clients with Scotiabank's products and digital tools, while complying with regulatory requirements.

A mandatory 8-week paid training program, shift flexibility within hours, and an inclusive, development-focused workplace await

Qualifikationen

• IFIC/CSC certifications or willingness to obtain licensing.
• Knowledge of investment products and wealth management.
• Understanding of mutual fund regulations and CIRO requirements is an asset.

Aufgaben

• Deliver exceptional customer service by supporting clients with investment and banking-related inquiries.
• Identify needs and provide suitable solutions that support clients' financial goals.
• Resolve inquiries while adhering to regulatory requirements and policies.
• Collaborate with internal partners to deliver a seamless customer experience.

Kenntnisse

Customer service

Banking knowledge

Communication skills

Problem solving

System navigation

Ausbildung

IFIC certification

CSC certification

Licensing willingness

Jobbeschreibung

Hiring & Training Details

Location: 1870 Alta Vista Dr.

Requisition ID: 276308

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Customer Care Advisor - Investments, you will be the voice of Scotiabank, delivering exceptional service to clients across Canada. You will support customers with investment and banking inquiries, provide advice-based solutions, resolve account concerns, and help clients make the most of Scotiabank's products, services, and digital banking tools.

Working in a fast-paced Client Experience Centre environment, you will build meaningful customer relationships while adhering to regulatory requirements, risk management standards, and Scotiabank's commitment to service excellence.

Is This Role Right for You? In This Role, You Will:

• Deliver exceptional customer service by supporting clients with investment and banking-related inquiries.
• Build and strengthen customer relationships by identifying needs and providing suitable solutions that support their financial goals.
• Resolve customer inquiries accurately while adhering to regulatory requirements, policies, and service standards.
• Collaborate with internal partners to deliver a seamless customer experience and contribute to a high-performing team environment.

Skills

Do You Have the Skills That Will Enable You to Succeed in This Role? We'd Love to Work With You If You Have:

• English proficiency with strong verbal and written communication skills.
• Experience in customer service, banking, financial services, contact centres, or a related environment.
• Strong problem-solving, active listening, and relationship-building skills with a customer-first mindset.
• The ability to navigate multiple systems, manage competing priorities, and thrive in a fast-paced environment.

Qualifications

Investment Funds in Canada (IFIC) certification, Canadian Securities Course (CSC), or a willingness to obtain licensing as required.

Knowledge of investment products, wealth management, or financial services.

Understanding of mutual fund industry regulations and CIRO requirements is an asset.

Hiring & Training Details

Location: 1870 Alta Vista Dr.

Start Date: December 7th, 2026

Position Type: Full-Time (37.5 hours per week)

Training Requirements

Successful candidates must be available to attend a mandatory and comprehensive 8-week paid training program designed to provide the knowledge and skills required to succeed in the role.

Work Schedule & Availability

We are seeking candidates with flexibility to work within our operating hours. Scheduled shifts may vary based on business needs and can occur at any time during the following hours: Monday to Friday: 8:00 a.m. to 8:00 p.m. ET Saturday: 9:00 a.m. to 7:00 p.m. ET

Candidates must be available to work a variety of shifts within these hours, including evenings and Saturdays as required.

What's In It for You?

• Career growth opportunities across Scotiabank while building expertise in investments, client experience, and financial services.
• Meaningful work that helps clients achieve their financial goals and improve their financial well-being.
• Ongoing learning through training, coaching, online courses, tuition assistance, and cross-functional development opportunities.
• Competitive rewards including bonus eligibility, vacation, personal and sick days, and comprehensive benefits starting on day one.
• An inclusive workplace that values diversity, accessibility, employee development, and community engagement.
• Join a team that's committed to delivering exceptional client experiences while helping Canadians achieve their financial goals. At Scotiabank, every interaction matters.

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.