E-Care Investment Representative - Scotia iTrade

Requisition ID: 269693 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a member of the Trading and Service Email Team, the Customer Service Representative (CSR) is the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre primarily via the Email communication channel using any of Scotia iTRADE’s Email addresses. The CSR will provide prompt, accurate and professional service, while ensuring that email quality standards are met and that a high level of client focus is always demonstrated. Where appropriate, the incumbent will be required to take conversations offline and resolve them via telephone and/or e-mail promptly and effectively. The Email agent will act as an expert and is accountable for the delivery of full service and support including helping customers and potential customers to get their online application for products and services completed and is also responsible for introducing our clients to additional service offerings by spotting and initiating cross-sell and referral opportunities. The incumbent will proactively adhere to the business line strategy of promoting a client focused culture, directly contributing to the overall success and profitability of the business. Is this role right for you? In this role you will: Responsible for resolving client inquiries efficiently and effectively, maintaining and surpassing Scotia iTRADE service standards and striving to achieve First Call Resolution by: Responding independently to email and chat inquiries and taking action to fully address inquiries by presenting knowledgeable solutions & following through Processing client requests (inquiries, transactions, case work) in a timely and efficient manner Accurately and efficiently documenting and controlling all required follow-up or escalation Strictly adhering to schedules, thereby ensuring prompt client service and response time Participating actively in queue maintenance through efficient call response times and prioritization of workload Satisfying client needs through the Client Experience Model Acquiring and maintaining a detailed knowledge and understanding of policies, processes, product & services Acquiring and maintaining a detailed knowledge of internal platforms (e.g. SOL, Trade Pro, Mobile) Uses discretion to correct problems that result in a high level of client satisfaction by: Completing updates, corrections and adjustments to client accounts within authorized limits Exercising discretion, within approved authority limits, in correcting problems promptly and indefensibly and when required, escalating to Manager Acting as a liaison coordinating with various areas as required to full satisfy client issues in a timely fashion (e.g. Operations, Sales & Partnerships, Regulatory and Business Risk, Product, etc.) Adheres to the policies and practices that regulate the Contact Centre, Scotia iTRADE and the Investment Industry by: Contributing to optimal centre efficiency by ensuring productivity goals are obtained Minimizing risk and losses by knowing and adhering to policies, procedures and key controls Solidifies existing Scotia iTRADE business and creates new business opportunities by initiating cross-sell and referral opportunities by: Recognizing and appropriately actioning quality opportunities Contribute to the effective functioning of SiT by: Building effective working relationships across the team and with various business lines and corporate functions Facilitating a culture of open and honest communication by actively participating and contributing to touchbases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members Developing and executing a meaningful employee development plan Participating in and supporting change initiatives for the team and the Centre Education, Professional Experience, Certifications And Skills Required Post-Secondary Education in Commerce, Business or Financial Planning Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) or Canadian Investment Regulatory Exam (CIRE) (Preferred) Sales experience is an asset Previous discount brokerage experience Broad investment product knowledge in Equities, Fixed Income & Mutual Fund Securities Strong attention to detail and ability to recognize risk to the firm Ability to set and achieve goals, and work independently Strong communication / interpersonal skills Ability to learn new tasks quickly and accurately Ability to adapt to a changing environment and duties, dependent on current situations and directives from management Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards Strong attention to exceptional client experience In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. Location(s): 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. 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. 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.

The representative serves as the primary point of contact for Scotia iTRADE clients via email and chat to resolve inquiries and process transactions. They are also responsible for identifying cross-sell opportunities and ensuring adherence to investment industry regulations and service standards.

Candidates require post-secondary education in business or finance and should ideally possess CSC, CPH, or CIRE certifications. Proficiency in both English and French is required, along with knowledge of equities, fixed income, and mutual funds.

• Service à la clientèleSouhaitée
• Gestion du tempsSouhaitée
• Souci du détailSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer Service
• Investment Product Knowledge
• Cross-selling
• Referral Generation
• Time Management
• Interpersonal Communication
• Risk Management
• Case Work Processing
• Email Communication
• Client Experience Model
• Problem Resolution
• Attention To Detail

• Customer Service & Support
• Finance & Accounting
• Sales

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

11 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Associate