Scotia iTRADE Customer Service Representative (English/French) - Montreal, QC

Scotiabank; Montreal; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading bank in the Americas is seeking a Customer Service Representative in Montreal. This role involves assisting clients with inquiries, providing exceptional customer service, and promoting a client-focused culture. Bilingual fluency in English and French is required, with Mandarin or Cantonese as a plus. The successful candidate should have strong communication skills and the ability to thrive in a fast-paced environment. Comprehensive training and development opportunities are provided.

Benefits

Competitive pay

Career advancement opportunities

Inclusive workplace culture

Comprehensive training program

Qualifications

• Fluency in Mandarin or Cantonese is preferred.
• Prior work experience in a brokerage or Contact Centre is an asset.

Responsibilities

• Assist with client inquiries while delivering memorable service.
• Provide personalized solutions by recognizing value-add solutions.
• Own the client experience through discretion and problem-solving.

Skills

Fluency in both English and French

Strong written and verbal communication skills

Ability to work in a fast-paced environment

Time-management and prioritization skills

Positive attitude towards learning new tasks

Education

Post-secondary education in Commerce/Business or Financial Planning

Canadian Securities (CSC) certification

Conduct and Practices Handbook (CPH) certification

Job description

Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture.

As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and services, and be a proactive promoter of iTRADE’s client‑focused culture by providing exceptional customer service.

Responsibilities

• Assist with client inquiries while delivering memorable service
• Use discretion and problem solving to own the client experience
• Provide personalized solutions by recognizing value‑add solutions
• Facilitate a culture of passion, accountability, and collaboration by being an active member of your team

Qualifications

• Fluency in both English and French
• A broad knowledge of investment products and procedures relating to securities settlement
• The ability to work in a fast‑paced environment with volumes dictated by market trends, client demands, and seasonal peaks
• Strong written and verbal communication skills
• The ability to utilize time‑management and prioritization skills
• A positive attitude and excitement regarding learning new tasks and skills to keep up with changing environments/duties

Preferred Qualifications

• Fluency in Mandarin or Cantonese
• Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH)
• Completed a post‑secondary education in Commerce/Business or Financial Planning
• Prior work experience in a brokerage or Contact Centre
• Knowledge of the Financial Services Industry

Benefits

• Competitive pay, the opportunity to gain valuable industry knowledge and experience
• The opportunity to advance your career through other roles within Wealth Management and Scotiabank
• A workplace culture built around inclusion, diversity, and potential
• The opportunity to participate in a customized and comprehensive training program

We value employee training and development and provide comprehensive training for all successful candidates. Training takes place Monday‑Friday from 9 am – 5 pm and includes a 4‑week onboarding training for all hires and an additional 7‑week training for individuals who require support to complete their licensing (CSC, CPH) courses.

Work Hours

The Scotia iTRADE Contact Centre is open 8 am‑8 pm Monday to Friday. Due to the nature of a contact‑centre environment, flexibility to work evening shifts is required.

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.

Accommodations and Accessibility

Scotiabank is committed to providing an inclusive, diverse, and accepting environment for all employees. Diverse backgrounds and experiences are what make us better. If you need specific accommodations during the process, let us know and we will work with you.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and serve an English‑speaking clientele.

Location

Canada: Quebec: Montreal

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.

Scotiabank is 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.