Inbound Investment & Trade Specialist

Scotiabank; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading bank in the Americas is seeking an Investment Representative in Toronto, ON. The role involves providing top-notch service to clients, executing trade orders, and addressing inquiries while adhering to compliance standards. An ideal candidate should have strong communication skills, fluency in French and English, and a minimum of 2 years of industry experience. The position offers opportunities to further develop client relationships and engage in cross-selling initiatives.

Qualifications

• 2+ years of industry experience, previous brokerage experience.
• Fluency in Mandarin or Cantonese is a strong asset.
• Knowledge of back office functionalities and securities settlement procedures.

Responsibilities

• Provide industry-leading client service to every client.
• Ensure timely escalation of issues to the Manager.
• Identify cross-sell and referral opportunities.

Skills

Fluency in French

Fluency in English

Strong attention to detail

Sales experience

Strong communication skills

Ability to adapt

Education

College Diploma/University Degree

Job description

A leading bank in the Americas is seeking an Investment Representative in Toronto, ON. The role involves providing top-notch service to clients, executing trade orders, and addressing inquiries while adhering to compliance standards. An ideal candidate should have strong communication skills, fluency in French and English, and a minimum of 2 years of industry experience. The position offers opportunities to further develop client relationships and engage in cross-selling initiatives.