E-Care Investment Representative, Scotia iTRADE - Toronto/Montreal

Scotiabank; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking an E-Care Investment Representative in Toronto or Montreal. This role focuses on resolving client inquiries through email, promoting a client-focused culture, and contributing to business success. The ideal candidate will have a strong educational background in commerce or financial planning and excellent communication skills, along with the ability to adapt to changing situations. A commitment to exceptional client service is crucial.

Qualifications

• Strong attention to client experience and ability to recognize risks.
• Sales experience is an asset.
• Ability to adapt to changing environments and management directives.

Responsibilities

• Resolve client inquiries efficiently through email communication.
• Document and control required follow-up actions accurately.
• Build relationships across teams to ensure optimal service delivery.

Skills

Strong communication / interpersonal skills

Attention to detail

Ability to learn new tasks quickly

Time management skills

Education

Post‑secondary education in Commerce, Business or Financial Planning

CSC and CPH courses

Job description

E-Care Investment Representative, Scotia iTRADE - Toronto/Montreal

Requisition ID: 243227

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

Purpose of Job:

As a member of the Trading and Service Email Team, the E-Care Investment Representative is the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre primarily via the Email communication channels using any of Scotia iTRADE’s Email addresses and Web Pages (.COM and SOL). The individual will provide prompt, accurate and professional service, while ensuring that email quality standards are met and that a high level of client focus is always demonstrated.

Where appropriate, you will be required to take conversations offline and resolve them via telephone and/or e-mail promptly and effectively. The Email agent will act as an expert and is accountable for the delivery of full service and support including helping customers and potential customers to get their online application for products and services completed and is also responsible for introducing our clients to additional service offerings by spotting and initiating cross-sell and referral opportunities.

You will proactively adhere to the business line strategy of promoting a client focused culture, directly contributing to the overall success and profitability of the business.

Major Accountabilities:

1. Responsible for resolving client inquiries efficiently and effectively, maintaining, and surpassing Scotia iTRADE service standards and striving to achieve First Call Resolution by:

• Responding independently to email inquiries and taking action to fully address inquiries by presenting knowledgeable solutions & following through
• Processing client requests (inquiries, transactions, case work) in a timely and efficient manner
• Accurately and efficiently documenting and controlling all required follow-up or escalation
• Strictly adhering to schedules, thereby ensuring prompt client service and response time
• Participating actively in queue maintenance through efficient email response times and prioritization of workload
• Satisfying client needs through the iCARE model
• Acquiring and maintaining a detailed knowledge and understanding of policies, processes, product & services
• Acquiring and maintaining a detailed knowledge of internal platforms (e.g. SOL, Flight Desk, Mobile)

2. Uses discretion to correct problems that result in a high level of client satisfaction by:

• Completing updates, corrections, and adjustments to client accounts within authorized limits
• Exercising discretion, within approved authority limits, in correcting problems promptly and indefensibly and when required, escalating to Manager.
• Acting as a liaison coordinating with various areas as required to fully satisfy client issues in a timely fashion (e.g. Operations, Product, Sales, Business Development, ISS etc.)

3. Adheres to the policies and practices that regulate the Contact Centre, Scotia iTRADE and the Investment Industry by:

• Contributing to optimal centre efficiency by ensuring productivity goals are obtained
• Minimizing risk and losses by knowing and adhering to policies, procedures and key controls

4. Solidifies existing Scotia iTRADE business and creates new business opportunities by initiating cross-sell and referral opportunities by:

• Recognizing and appropriately actioning quality opportunities

5. Contributes to the effective functioning of SiT by:

• Building effective working relationships across the team and with various business lines and corporate functions
• Facilitating a culture of open and honest communication by actively participating and contributing to touch bases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan
• Participating in and supporting change initiatives for the team and the Centre

Education/Work Experience/Designations:

• Mandatory completion of the CSC and CPH courses
• Post‑secondary education in Commerce, Business or Financial Planning
• Sales experience is an asset
• Broad investment product knowledge in Equities, Fixed Income & Mutual Fund Securities.
• Strong attention to detail and ability to recognize risk to the firm.
• Ability to set and achieve goals, and work independently.
• Strong communication / interpersonal skills.
• Ability to learn new tasks quickly and accurately.
• Ability to adapt to a changing environment and duties, dependent on current situations and directives from management.
• Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards.
• Strong attention to exceptional client experience.
• English required; French skills considered an asset.

Work Location: Toronto or Montreal

Location(s): Canada : Ontario : Toronto