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Added 28 mins ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Toronto, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 28 mins ago
CW
Business Development Representative (BDR)
Canadian Wealth Inc.
Calgary, AB
- Full-time
Collaborate with the sales team to achieve business development targets.
Added 28 mins ago
N1
Receptionist & Office Administrator
No. 1 Collision
Richmond, BC · Greater Vancouver, British Columbia
- Full-time
Ensure Synergy sales reconcile accurately with QuickBooks.
Added 43 mins ago
TA
Consumer Sales Representative | TELUS Communications
The Acquisition Group
Surrey, BC
- Full-time
Professional development in communication, sales, and leadership
Added 43 mins ago
TA
Consumer Sales Representative | TELUS Communications
The Acquisition Group
Abbotsford, BC
- Full-time
The Acquisition Group is hiring Sales Representatives in Abbotsford for people who are ready to build experience, develop new skills, and get a head start on their career goals before the…
Added 58 mins ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Ottawa, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 58 mins ago
D
Business Development Representative II (Public Sector)
Dayforce
Canada
- Full-time
The Business Development Representative II (Public Sector) plays a critical role in building the pipeline that drives our public sector growth. You’ll partner with Public Sector Account…
Added 58 mins ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Ottawa, ON · Kanata, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 58 mins ago
AI
Outside Sales Representative
American Iron & Metal (AIM)
Ottawa, ON
- Full-time
We are looking for an Outside Sales Representative, responsible for the development of the market in the
Added 58 mins ago
MC
Senior Sales Representative - KYC Solutions
Moody's Corporation
Toronto, ON
- Full-time
Collaborative self-starter able to work across sales, product, strategy, and client-facing teams to support complex sales cycles and go-to-market execution
Added 58 mins ago
Associate Wealth Advisor
First West
Chilliwack, BC
…assigned to the SWA. The AWA works alongside the SWA on business development opportunities and/or offers analytical support, including client inquiries, trading, portfolio management,…
Added 58 mins ago
KS
Retail Sales Representative
Kognitive Sales Solutions
Sault Ste. Marie, ON
- Part-time
Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a…
Added 1 hour ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Montreal, QC · Saint-Laurent, QC
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 1 hour ago
C
Software Developer Embedded Systems II (Co-op) – Canada
Cisco
Montreal, QC
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 1 hour ago
AI
Outside Sales Representative
American Iron and Metal
Ottawa, ON
- Full-time
We are looking for an Outside Sales Representative, responsible for the development of the market in the
Added 1 hour ago
GL
Financial Service Representative (18-month contract)
goeasy Ltd.
Hamilton, ON
- Contract
A day in the life of a Financial Service Representative:
Added 1 hour ago
LH
LeafFilter - Territory Sales Representative - Canada (Prince Edward)
Leaf Home
Peterborough, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 1 hour ago
OI
HVAC Parts Outside Sales Representative
Olympic International Sales Limited
North Vancouver, BC
- Full-time
Olympic International's Parts Division is seeking a motivated and customer-focused Outside Sales Representative to join our growing team. In this role, you will build and strengthen…
Added 1 hour ago
OI
Take-off and Estimating Coordinator
Olympic International Sales Limited
North Vancouver, BC
- Full-time
Founded in 1963, Olympic International is Western Canada’s leading sales provider of HVAC equipment solutions. Headquartered in North Vancouver, we have grown from a manufacturer’s…
Added 1 hour ago
Business Development Representative II (Public Sector)
Dayforce
Canada
The Business Development Representative II (Public Sector) plays a critical role in building the pipeline that drives our public sector growth. You’ll partner with Public Sector Account…
Added 1 hour ago
Business Development Representative II (Public Sector)
Dayforce
Canada
The Business Development Representative II (Public Sector) plays a critical role in building the pipeline that drives our public sector growth. You’ll partner with Public Sector Account…
Added 1 hour ago
J
Product Lead - Range Rover
JLR
Mississauga, ON
- Full-time
Coordinate cross ‑ functional teams across Product Development, Sales, Marketing, Customer Service, and retailers to deliver launch milestones on time and on budget
Added 1 hour ago
C
Sales Support Coordinator
CBRE
Mississauga, ON
- Full-time
As a CBRE Sales Support Coordinator, you will support business development efforts and assist with the sales, leasing, and marketing of commercial real estate properties. Working closely…
Added 1 hour ago
C
Universal Banker I
CIBC
Calgary, AB
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
A
Field Representative - Alcoholic Beverages
Acosta
Toronto, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.

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.

Apply About employer

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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