Investments Client Experience Advisor

Scotiabank; Ottawa; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Career growth

Tuition assistance

Full benefits

Inclusive culture

Training and development

Job summary

Scotiabank in Ottawa is seeking a Customer Care Advisor - Investments to be the voice for clients across Canada, delivering service and guidance on investment and banking inquiries. You will build relationships, provide solutions aligned with financial goals, and assist clients with Scotiabank's products and digital tools, while complying with regulatory requirements.

A mandatory 8-week paid training program, shift flexibility within hours, and an inclusive, development-focused workplace await

Qualifications

• IFIC/CSC certifications or willingness to obtain licensing.
• Knowledge of investment products and wealth management.
• Understanding of mutual fund regulations and CIRO requirements is an asset.

Responsibilities

• Deliver exceptional customer service by supporting clients with investment and banking-related inquiries.
• Identify needs and provide suitable solutions that support clients' financial goals.
• Resolve inquiries while adhering to regulatory requirements and policies.
• Collaborate with internal partners to deliver a seamless customer experience.

Skills

Customer service

Banking knowledge

Communication skills

Problem solving

System navigation

Education

IFIC certification

CSC certification

Licensing willingness

Job description

Scotiabank in Ottawa is seeking a Customer Care Advisor - Investments to be the voice for clients across Canada, delivering service and guidance on investment and banking inquiries. You will build relationships, provide solutions aligned with financial goals, and assist clients with Scotiabank's products and digital tools, while complying with regulatory requirements.

A mandatory 8-week paid training program, shift flexibility within hours, and an inclusive, development-focused workplace await