Investment Client Care Specialist

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

Benefits offered by this job

Bonus eligibility

Vacation

Personal and sick days

Benefits from day one

Inclusive workplace

Job summary

Scotiabank is seeking a Customer Care Advisor - Investments in Halifax to deliver exceptional service to clients nationwide. You will support clients with investment and banking inquiries, offer advice-based solutions, and help them utilize Scotiabank's products and digital tools.

Work in a dynamic Client Experience Centre, building relationships while complying with regulatory standards. You will collaborate with internal partners to ensure a seamless experience, participate in mandatory

Qualifications

• Fluent English with strong written and verbal communication.
• Experience in customer service, banking, financial services, contact centres, or related.
• Strong problem-solving, active listening, and relationship-building with a customer-first mindset.

Responsibilities

• Deliver exceptional service by supporting investment and banking inquiries.
• Identify needs and provide suitable solutions to help clients achieve financial goals.
• Resolve inquiries accurately while adhering to regulatory requirements and policies.
• Collaborate with internal partners to deliver a seamless client experience.

Skills

English communication

Customer service

Problem solving

Multi-system navigation

Education

IFIC/CSC certification

Job description

Scotiabank is seeking a Customer Care Advisor - Investments in Halifax to deliver exceptional service to clients nationwide. You will support clients with investment and banking inquiries, offer advice-based solutions, and help them utilize Scotiabank's products and digital tools.

Work in a dynamic Client Experience Centre, building relationships while complying with regulatory standards. You will collaborate with internal partners to ensure a seamless experience, participate in mandatory