Jobs in Canada

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Added 1 hour ago
IH
Pharmacist
Interior Health Authority
AB · Edmonton, AB
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 1 hour ago
IH
Pharmacist
Interior Health Authority
Montreal, QC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 2 hours ago
SC
Cashier/Grocery Clerk
Safeway Canada
Terrace, BC
- Full-time
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 6 hours ago
CS
Community Disability Worker I - Supported Independent Living (Casual)
Catholic Social Services Alberta
Tofield, AB
- Internship
…persons with developmental disabilities, supporting mental health challenges and implementing programs tailored to individual needs. The successful candidate will be creative, energetic,…
Added 6 hours ago
Family Enrichment Worker
Catholic Social Services
Lloydminster, AB
…graduation! SFLP provides 24 hours/day, 7 days/week, on site mental health and addiction supports in family’s temporary housing that is provided by the program. Eligible families include…
Added 6 hours ago
DA
Customer Sales Representative (No Auto Experience Required)
Davis Auto Group
Okotoks, AB
- Full-time
Industry-leading Health and Dental benefits available after 3 months
Added 10 hours ago
AT
Warehouse Representative | Winnipeg, MB
Ames Tile & Stone
Winnipeg, MB
- Full-time
…commitment shows up every day on the warehouse floor. As a Warehouse Representative, you will play an essential role in keeping our distribution centre running smoothly while helping ensure…
Added 10 hours ago
AT
Warehouse Representative | Winnipeg, MB
Ames Tile & Stone
Winnipeg, MB
- Full-time
…commitment shows up every day on the warehouse floor. As a Warehouse Representative, you will play an essential role in keeping our distribution centre running smoothly while helping ensure…
Added 11 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 11 hours ago
NS
Registered Nurse - Emergency Department
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Part-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 11 hours ago
NS
Registered Nurse - Critical Care
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Part-time
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…
Added 11 hours ago
NS
Nurse Practitioner - Primary Health Care
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
…areas. The NP partners with and complements other members of the health care team for the achievement of person and family-centered care. The NP as the most responsible healthcare provider…
Added 12 hours ago
IH
X Ray Technologist
Interior Health Authority
Cranbrook, BC
- Part-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 13 hours ago
SM
Clinical Coordinator – Abbotsford, BC
Snore MD
Abbotsford, BC
- Full-time
Snore MD is more than a workplace. It’s a community built on care, collaboration, and purpose.
Added 14 hours ago
SC
Produce Clerk
Safeway Canada
Terrace, BC
- Full-time
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 15 hours ago
Produce Clerk
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Terrace, BC
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 17 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
Health and wellness program, including many options
Added 17 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
Health and wellness program, including many options
Added 17 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 17 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 17 hours ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 17 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 18 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 18 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.

Scotia Wealth Management

Trade Representative - Ottawa

Ottawa, ON, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Sep 22, 2026

Original job description

Requisition ID: 274352

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.

#SWM

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

The Trade Representative facilitates trade instructions and responds to client inquiries via telephone, online, and chat channels. They are responsible for ensuring accurate trade execution while maintaining compliance with financial regulations and internal policies.

Requirements

Candidates must hold a university degree in business or commerce and possess front-line experience in a contact centre or financial services. Approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) is required.

Skills

Trade execution
Financial services
Mutual funds
Equities
Fixed income
Regulatory compliance
Contact centre operations
Investment account types
Risk management
Lead generation
Client retention
Financial industry knowledge
Communication
Problem solving

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Trade Representative
Wealth Services
Scotiabank
CIRO
LLQP
RRSP
TFSA
FHSA
Mutual Funds
Bonds
Equities
Financial Services
Compliance
AML
ATF
Sanctions
Client Services
Trade Centre
Investment
Banking
Sales
Management
Contact Centre
Operational Risk
Conduct Risk

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