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Added 8 mins ago
FC
Senior Workday Functional Specialist
Fanshawe College
London, ON
- Full-time
This role supports the ongoing evolution of Workday by identifying opportunities for process improvement, automation, and optimization. The incumbent maintains expertise in Workday's…
Added 8 mins ago
AC
Application Engineer
Atlas Copco Group
Montreal, QC
- Full-time
Prepare and lead detailed technical presentations and attend bid clarification meetings.
Added 8 mins ago
AC
Application Engineer
Atlas Copco Group
Toronto, ON
- Full-time
Prepare and lead detailed technical presentations and attend bid clarification meetings.
Added 8 mins ago
BC
Director, Global Markets, Corporate Banking - Commodities
BMO Capital Markets
Toronto, ON
- Full-time
Lead underwriting of transactions, including due diligence, financial analysis, structuring and negotiation of legal documentation.
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Human Resources Business Partner
Baycrest
Toronto, ON
- Full-time
…contributes to the organization in delivering both strategic and operational HR outcomes to support Baycrest People Strategy. This role will support our Research & Education, Innovation,…
Added 8 mins ago
HC
Transformation and Strategic Initiatives Advisor (#2026-NON-CHS-333)
Hastings County
Belleville, ON
- Full-time
Lead the oversight of assigned programs including supporting the implementation of provincial direction and reporting.
Added 8 mins ago
HI
Personal Insurance Advisor
HUB International
Penticton, BC
- Full-time
Maintaining a high level of knowledge in all our Personal Lines and Auto products through continuous education and learning opportunities
Added 8 mins ago
Facilities Coordinator
Government of Alberta
AB
Reporting to the Team Lead, Facilities, you will maintain and support Tier 3 enterprise data centres, more than 90 Shared Data Facilities, and over 1,000 network closets across Alberta.…
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Director, Strategic Insights
Vancity
Vancouver, BC
- Full-time
As the Director, Strategic Insights, you will lead the Strategic Insights team within the Analytics Centre of Excellence and oversee how the organization engages with analytics to support…
Added 8 mins ago
Senior Procurement - Site Engineering
BHP
Canada
In Canada, our presence is growing with the development of one of the most significant potash projects in the world: Jansen. This project reflects our long-term commitment to…
Added 23 mins ago
Staff Software Engineer, Integration Network (OIN)
Okta
Toronto, ON
Lead discovery and technical scoping for new requirements, turning ambiguous product asks into a concrete architecture, phased delivery plans, and credible estimates, in close partnership…
Added 23 mins ago
LC
Inbound Account Executive - Hospitality
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Collaborate closely with Sales Development Representatives (SDRs) to coordinate demos and opportunities
Added 23 mins ago
LC
Inbound Account Executive - Hospitality
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Collaborate closely with Sales Development Representatives (SDRs) to coordinate demos and opportunities
Added 23 mins ago
VC
Registered Nurse (RN) - Leukemia/Bone Marrow Transplant Daycare
Vancouver Coastal Health
Vancouver, BC
- $41.42 to $55.91 CAD / hour
- Full-time
…(mNPRs), an initiative aimed at enhancing nursing practice and strengthening quality of care across the health system. mNPRs set the minimum number of nurses providing care to patients on a…
Added 23 mins ago
VC
Clinical Resource Educator, Social Work - Home Health
Vancouver Coastal Health
Richmond, BC
- $50.19 to $62.69 CAD / hour
- Full-time
Within the context of a client and family-centred framework and in accordance with established standards of professional practice and the vision, values and policies of the organization,…
Added 23 mins ago
CAD Software Engineer, Principal-18736
Synopsys
Ottawa, ON
At Synopsys, we drive the innovations that shape the way we live and connect. Our technology is central to the Era of Pervasive Intelligence, from self-driving cars to learning machines. We…
Added 23 mins ago
WI
Youth Service Manager
WCG International Consultants Ltd.
Toronto, ON
- Full-time
Ongoing learning and development opportunities
Added 38 mins ago
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Sr. Account Manager, Public Relations
North Strategic
Toronto, ON
- $80,000 to $90,000 CAD / year
- Contract
Campaign day-to-day lead: Manage day-to-day execution across multiple clients, leading integrated programs that may span PR, influencer and digital. Act as the key project lead role on…
Added 38 mins ago
SM
Lead, Risk & Resilience
Sandbox Mutual Insurance
Saskatoon, SK
- Full-time
We’re Sandbox, a Mutual Insurance Company Built On The Principles Of Creating, Learning, Growing, And Having Fun Doing It. We’ve Been Around For Over a Century Now, With a Focus On One Thing
Added 38 mins ago
ES
Development Manager - NHL
EA SPORTS
Vancouver, BC
- Temporary
Reporting to a Development Director, the Development Manager (DM) ensures the game feature delivery is on time and within budget. You will provide support to our Visual team, and will…
Added 38 mins ago
ES
Development Manager - EA Sports FC
EA SPORTS
Vancouver, BC
- Temporary
Reporting to a Development Director, a Development Manager (DM) within the game development team ensures the delivery of game features is on time and within budget. You as the DM will…
Added 38 mins ago
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 38 mins ago
CS
Parts Technician
Certified Sales and Rentals
Saskatoon, SK
- Full-time
Collaborate with the Lead Service Writer to monitor delivery lead times and scheduling requirements, adjusting as needed to accommodate urgent orders
Added 38 mins ago
S
Floral - Manager Floral
Sobeys
Campbell River, BC
- Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 38 mins ago
NS
Welder Lead Hand
Northern Strands Group of Companies
Saskatoon, SK
- Full-time
Fortis Mining, Engineering, & Manufacturing is growing, and we're on the lookout for a passionate, detail-driven Welder Lead Hand, whose primary responsibilities are delegating tasks,…

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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