Investment Representative, Scotia iTRADE - Toronto, ON (Cantonese/Mandarin)

Scotiabank; Toronto; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive training program

Career development opportunities

Job summary

Scotiabank’s iTRADE team is seeking an Investment Representative to serve as the primary client contact, offering expert guidance on accounts, transfers and our full product/service range. This role emphasizes client-focused service and a strong training program.

You will support a fast-paced environment with ongoing compliance, regulatory awareness, and growth opportunities within Wealth Management and Scotiabank.

Qualifications

• Fluency in Mandarin and/or Cantonese required.
• Excellent written and verbal English for client communication.
• Willingness to complete the CIRE exam within 6 months of hire.
• Broad knowledge of investment products and securities settlement procedures.
• Ability to work in a fast-paced environment with market-driven volumes.
• Completion of Canadian Securities and Conduct and Practices Handbook Courses or CIRE is required.

Responsibilities

• Assist clients with inquiries while delivering memorable service.
• Use discretion and problem solving to own the client experience.
• Follow policies and procedures to support optimal functionality.
• Provide personalized solutions and recognize value-added opportunities.
• Be an active team member promoting collaboration and accountability.

Skills

Mandarin

Cantonese

English

Education

Canadian Securities / Conduct and Practices Handbook or CIRE

Job description

Why Scotia iTRADE?

Scotia iTRADE is a top Canadian brokerage committed to helping investors achieve their goals through exceptional service, unique educational tools and resources, and a personalized digital experience. Joining our Contact Centre means working in a fast-paced and rewarding environment, supporting our clients through inbound and outbound calls. Our focus on training and professional development will support you as you build your career with Scotiabank.

Scotiabank is committed to being the institution of choice in the financial sector, providing superior products and services and being a good corporate citizen to the benefit of our clients, shareholders, and employees. We are driven by our four core values: respect, integrity, passion, and accountability and we implement them into everything that we do.

As an Investment Representative:

You are the primary point of contact for clients, making you an important ambassador for Scotia iTRADE. Our advanced training program, in combination with your skills and experiences, arm you with the ability to provide knowledgeable and professional service. You will provide specialized knowledge regarding new accounts, transfers, trading, as well as our full range of product/service offerings. You will also be a proactive promoter of iTRADE’s client-focused culture by providing high quality customer service.

You’ll Be Responsible For:

• Assisting with client inquiries while delivering memorable service
• Using discretion and problem solving to own the client experience
• Contributing to optimal functionality by adhering to goals, policies, and procedures
• Providing personalized solutions by recognizing value add solutions consistently
• Facilitating a culture of passion, accountability, and collaboration by being an active member of your team

Role Requirements:

Must Have

• Fluency in either Mandarin and/or Cantonese
• Willingness to complete the C.I.R.E. examination within 6 months of hire (if not already completed)
• A broad knowledge of investment products and the procedures related to securities settlement
• Results-oriented with the ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
• Impeccable written and verbal English to ensure cooperative working relationships with clients
• The ability to utilize time-management and prioritization skills in order to ensure optimum service levels
• A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments/duties
• Completed Canadian Securities and Conduct and Practices Handbook Courses or Canadian Investment Regulatory Exam (CIRE)

Nice to Have

• Completed post-secondary education in Commerce/Business, Finance or Financial Planning
• 1-2 years of work experience in a brokerage or Contact Centre
• Banking knowledge and/or experience

By Joining Our Team, You Will:

• Receive a competitive pay while gaining valuable industry knowledge
• Develop your communication, organizational, and interpersonal skills
• Get the opportunity to advance your career through other roles within Wealth Management and Scotiabank
• Build working relationships and contacts with other Scotiabank employees both within iTRADE and in other departments
• Be a part of and contribute to a culture of inclusion, diversity, and potential
• Have a work life balance

We value employee training and development. Our 4-week training program will run Monday-Friday from 9am-5pm to support your success in the role.

Scotiabank is committed to providing an inclusive, diverse, and accepting environment for all employees. Everyone is always treated with dignity; diverse backgrounds and experiences are what make us better as a whole. If you need specific accommodations during the hiring process let us know and we will work with you.

Location(s): Canada : Ontario : Toronto
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.