Customer Care Advisor - Investments - Client Experience Centre - November 2026
- Toronto, ON, Canada
- Scarborough, ON, Canada
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Job details
- Apply by
- Working hours
- 37.5 hours per week
- Posting language
- English
- Posted
Original job description
Requisition ID: 274800
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Customer Care Advisor - Investments, you will be the voice of Scotiabank, delivering exceptional service to clients across Canada. You will support customers with investment and banking inquiries, provide advice-based solutions, resolve account concerns, and help clients make the most of Scotiabank's products, services, and digital banking tools. Working in a fast-paced Client Experience Centre environment, you will build meaningful customer relationships while adhering to regulatory requirements, risk management standards, and Scotiabank's commitment to service excellence.
Is This Role Right for You? In This Role, You Will:
• Deliver exceptional customer service by supporting clients with investment and banking-related inquiries.
• Build and strengthen customer relationships by identifying needs and providing suitable solutions that support their financial goals.
• Resolve customer inquiries accurately while adhering to regulatory requirements, policies, and service standards.
• Collaborate with internal partners to deliver a seamless customer experience and contribute to a high-performing team environment.
Do You Have the Skills That Will Enable You to Succeed in This Role? We'd Love to Work With You If You Have:
• English proficiency with strong verbal and written communication skills.
• Experience in customer service, banking, financial services, contact centres, or a related environment.
• Strong problem-solving, active listening, and relationship-building skills with a customer-first mindset.
• The ability to navigate multiple systems, manage competing priorities, and thrive in a fast-paced environment.
Qualifications
Investment Funds in Canada (IFIC) certification, Canadian Securities Course (CSC), or a willingness to obtain licensing as required.
Knowledge of investment products, wealth management, or financial services.
Understanding of mutual fund industry regulations and CIRO requirements is an asset.
Hiring & Training Details
Location: 888 Birchmount Road, Scarborough
Start Date: November 9th, 2026
Position Type: Full-Time (37.5 hours per week)
Training Requirements
Successful candidates must be available to attend a mandatory and comprehensive 8-week paid training program designed to provide the knowledge and skills required to succeed in the role.
Work Schedule & Availability
We are seeking candidates with flexibility to work within our operating hours. Scheduled shifts may vary based on business needs and can occur at any time during the following hours: Monday to Friday: 8:00 a.m. to 8:00 p.m. ET Saturday: 9:00 a.m. to 7:00 p.m. ET
Candidates must be available to work a variety of shifts within these hours, including evenings and Saturdays as required.
What's In It for You?
Career growth opportunities across Scotiabank while building expertise in investments, client experience, and financial services.
Meaningful work that helps clients achieve their financial goals and improve their financial well-being.
Ongoing learning through training, coaching, online courses, tuition assistance, and cross-functional development opportunities.
Competitive rewards including bonus eligibility, vacation, personal and sick days, and comprehensive benefits starting on day one.
An inclusive workplace that values diversity, accessibility, employee development, and community engagement.
Join a team that's committed to delivering exceptional client experiences while helping Canadians achieve their financial goals. At Scotiabank, every interaction matters.
Location(s): Canada : Ontario : Scarborough
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.
More about this job
Responsibilities
The advisor will deliver exceptional service by supporting clients with investment and banking inquiries while providing advice-based solutions. They are responsible for building meaningful customer relationships and ensuring all interactions adhere to regulatory requirements and service standards.
Requirements
Candidates should have experience in customer service, banking, or financial services and possess strong communication and problem-solving skills. Professional certification such as IFIC or CSC is required or must be obtained as part of the role.
Skills
- Customer service
- Investment knowledge
- Banking
- Financial services
- Problem-solving
- Active listening
- Relationship-building
- Communication skills
- Regulatory compliance
- Risk management
- Digital banking tools
- Mutual fund industry knowledge
Benefits
- Bonus eligibility
- Vacation
- Personal days
- Sick days
- Comprehensive benefits
- Tuition assistance
- Training
- Coaching
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
Keywords
- Customer Care Advisor
- Investments
- Scotiabank
- Client Experience Centre
- Banking
- Financial Services
- IFIC
- CSC
- Mutual Funds
- CIRO
- Wealth Management
- Risk Management
- Regulatory Compliance
- Digital Banking