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Trade Representative Bilingual Full-time Job

Feb 13th, 2024 at 11:59   Sales & Retail   Halifax   95 views Reference: 4658
Job Details

Is this role right for you? In this role you will:

 

  • Facilitate real time and accurate trading related to mutual funds, equities, and fixed income products
  • Maintain and monitor outstanding client inquiries and issues, ensuring that established service level standards are met, and appropriate solutions are identified to address administrative errors/problems.
  • Be accountable for developing and maintaining detailed knowledge of MD products and services, market conditions, interest rates and other financial industry news
  • You will actively identify and develop opportunities for client retention and lead generation. 


The Must Haves:

 

  • University degree in business, commerce or equivalent
  • Front-line experience within a contact center environment preferably in the financial services industry
  • Completion of the Canadian Securities Course (CSC) is considered an asset
  • Bilingual (English/French) is required


Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

 

  • A commitment to an exceptional client experience - regularly delivering an exemplary level of service via several channels - ensuring accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns
  • The ability to work independently and as part of a broader team
  • An ability to work in a high-paced environment with multiple and competing priorities
  • Excellent verbal and written communication skills
  • An understanding of the financial services industry, and its variety of services including investment account types, and financial instruments such as mutual funds, bonds, and equities
Company Description
Scotiabank is one of North America's leading financial institutions, and Canada's most international bank. We provide innovative financial products and services to individuals, small and medium-size businesses, corporations and governments across Canada and around the world.