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Added 11 mins ago
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Senior Accountant
UPTIME
Surrey, BC
- Internship
Reporting to the Controller, the Senior Accountant is the hands-on technical and team lead for Uptime Industrial’s day-to-day accounting. The role owns month-end close, reconciliations and…
Added 1 hour ago
CH
Operations Portfolio Manager
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Reporting to the Vice President, the Corporate Services Manager, Mental Health and Addictions is a strategic partner who helps turn complex ideas and operational priorities into clear,…
Added 1 hour ago
KD
Programme LEAP hiver 2027, Stagiaire - Finances commerciales | Winter 2027 LEAP Intern - Commercial Finance
Keurig Dr Pepper Canada
Montreal, QC
- Full-time
…Business Review solution leveraging Power BI that consolidates key financial and commercial metrics into a centralized, self-service reporting platform. The intern will partner with…
Added 1 hour ago
BH
Senior Manager, Pharmacy Operations
Bayshore HealthCare
Markham, ON
- Full-time
Reporting to the Director of Pharmacy Operations, the Senior Manager, Pharmacy Operations will serve as the on-site Designated Manager under the Ontario College of Pharmacists (OCP). This…
Added 1 hour ago
VR
Advisor, Financial Advisory Services
VIA Rail Canada
Montreal, QC
- Full-time
Reporting to the Senior Advisor, Financial Advisory Services, the incumbent acts as a financial business partner to the assigned business sectors. They contribute to financial planning,…
Added 1 hour ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 1 hour ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Drive improvements in financial processes, reporting, and forecasting accuracy
Added 1 hour ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Deliver timely and accurate monthly financial reporting and variance analysis for service revenue, gross margin, SG&A, and operating income.
Added 2 hours ago
TH
Project Manager - Garron Family Centre for Cancer & Blood Disorders
The Hospital for Sick Children
Toronto, ON
- Full-time
Manage assigned project budgets, forecasts, and commitments; analyze variances, recommend corrective action, and escalate material financial or resource issues to the GFCCB Program Manager.
Added 2 hours ago
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Manager, PMO & Strategic Initiatives
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Put governance and status reporting in place that's sized to each project, not one heavy process for everything
Added 2 hours ago
AE
Seasonal Propane Delivery Driver
Avenir Energy
Charlottetown, PE
- Temporary
Retirement Planning: RRSP and TFSA options with employer-matching contributions to help you plan for your financial future.
Added 2 hours ago
AE
Propane Delivery Driver
Avenir Energy
Grande Prairie, AB
- $33 to $35 CAD / hour
- Full-time
Retirement Planning: RRSP and TFSA options with employer-matching contributions to help you plan for your financial future.
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 hours ago
NB
Senior Advisor Control Testing
National Bank of Canada
Montreal, QC
- Full-time
…information, protection of personal information, and other non-financial risk areas, while strengthening the Bank's control…
Added 2 hours ago
BT
Audit and Accounting Manager
Baker Tilly Canada
Toronto, ON
- Full-time
Compliance and Regulatory Review - Stay abreast of the latest accounting and auditing standards, regulations, and reporting requirements applicable to private companies. Interpret and apply…
Added 2 hours ago
NB
Manager Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
…accelerate your career within one of the country's leading financial…
Added 2 hours ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
Compliance and Regulatory Review - Stay abreast of the latest accounting and auditing standards, regulations, and reporting requirements applicable to private companies. Interpret and apply…
Added 2 hours ago
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Program Cost Controller - Airport
AECOM
Mississauga, ON
- $93,000 to $145,000 CAD / year
- Full-time
Experience in cost control, financial analysis, risk management and reporting principles and practices in large, complex multibillion-dollar and multi-project construction and…
Added 2 hours ago
E
Program Manager
Equus
Bath, ON · Loyalist Township/Bath, Ontario
- $32.5 CAD / hour
- Full-time
Timely management and reporting of internal and external responsibilities to appropriate departments/funders
Added 2 hours ago
RB
Senior GES Payments Specialist - 1 year contract
Royal Bank of Canada
Toronto, ON
- Full-time
Reporting to the Platform AML Officer and Senior Director Global Economic Sanctions, the Global Economic Sanctions (GES) Payments team is a unique function in Global AML Compliance group.…
Added 2 hours ago
RB
Senior GES Payments Specialist - 6 month contract
Royal Bank of Canada
Toronto, ON
- Full-time
Reporting to the Platform AML Officer and Senior Director Global Economic Sanctions, the Global Economic Sanctions (GES) Payments team is a unique function in Global AML Compliance group.…
Added 2 hours ago
R
Senior GES Payments Specialist - 6 month contract
RBC
Toronto, ON
- Full-time
Reporting to the Platform AML Officer and Senior Director Global Economic Sanctions, the Global Economic Sanctions (GES) Payments team is a unique function in Global AML Compliance group.…
Added 3 hours ago
Fund Accountant
SGGG Fund Services Inc.
Toronto, ON
We are seeking an organized and detail-oriented Fund Accountant to join our team. Reporting to the Manager, Fund Accounting, this entry-level role supports operational excellence by…
Added 3 hours ago
Accounts Payable Specialist (Temporary, 6 Months)
Century Group
New Westminster, BC
Reporting to the Accounts Payable Supervisor, the Accounts Payable Specialist manages end-to-end payable operations through the use of AI integration in AP processes. This role oversees…
Added 3 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…

MD Financial Management | Gestion financière MD

Trade Representative

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 4, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

Requisition ID: 278165

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

Contributes to the overall success of the Virtual Channels, Wealth Services in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business targets and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures. Reporting to the Team Lead, Client Services and Trade Centre, as a Trade Representative, you will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone and chat inquiries, from current and prospective clients, as well as internal MD representatives Canada-wide.

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

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
Be accountable for protecting the interests of MD Management and our clients by demonstrating the due care and consideration required to avoid errors associated with trade execution
Be accountable for developing and maintaining detailed knowledge relative to MD products and services, market conditions, interest rates and other financial industry news
Utilize solid understanding of the financial services industry and its variety of services, investment account types and financial instruments such as mutual funds, bonds and equities
Have a high level of understanding of the rules governing RRSPs, TFSAs, FHSAs and non-registered investments, along with their related tax implications to effectively manage a variety of client requests while ensuring that both the interests of the client and MD remain top priority
Facilitate real time and accurate trading related to mutual funds, equities and fixed income products
Maintain and monitor outstanding inquiries and issues, ensuring that established service level standards are met and appropriate solutions are identified to address administrative errors/problems
Actively identify and develop opportunities for client retention and lead generationHave a high level of comfort in working in a high-paced environment with multiple and often competing priorities
Possess a dedication to ongoing learning – not only related to financial product and industry knowledge, but also other concerns that may impact our client
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
Process all forced-sells as per overdraft policy
Actively pursue effective and efficient operations of their respective areas in accordance withScotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

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

University degree in business, commerce or equivalent
Front-line experience within a contact centre and/or in the financial services industry
Approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO)
Life License (LLQP) or a willingness to complete within 12 months
Demonstrated knowledge of financial services rules and regulations coupled with a thorough understanding of trading policies and procedures
Bilingual English & French is considered an asset.

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

Location(s): Canada : Ontario : Ottawa

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.

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More about this job

Responsibilities

Facilitate accurate, real-time trades in mutual funds, equities, and fixed-income products, and respond to client and internal representative inquiries through online, telephone, and chat channels. Maintain product and regulatory knowledge, resolve service issues, support client retention and lead generation, process forced sells, and follow operational, compliance, and risk controls.

Requirements

A university degree in business, commerce, or an equivalent field is required, along with front-line contact centre or financial services experience and approval as a Registered Representative with CIRO. Candidates should understand financial services regulations and trading procedures, and must hold a life license or be willing to complete one within 12 months; English-French bilingualism is an asset.

Skills

Trade Execution
Client Service
Financial Services Knowledge
Investment Products
Mutual Funds
Equities
Fixed-Income Products
Registered Investment Accounts
Tax Implications
Regulatory Compliance
Trading Policies And Procedures
Contact Centre Experience
Issue Resolution
Client Retention
Lead Generation
Risk Management

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Regulatory Organization
Registered Representative
Life License
LLQP
Mutual Funds
Equities
Fixed-Income Products
RRSP
TFSA
FHSA
Non-Registered Investments
Trade Instructions
Trade Execution
Financial Services
Investment Accounts
Tax Implications
Trading Policies And Procedures
Client Services
Contact Centre
Online Support
Telephone Support
Chat Support
Forced Sells
Overdraft Policy
Operational Risk
Compliance
Anti-Money Laundering
Sanctions
Client Retention
Lead Generation

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