Investment Care Specialist – Email & Client Support

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

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.