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Added 1 hour ago
Financial Services Representative II
CIBC
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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
Wealth Associate Sudbury
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Full-time
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Added 1 hour ago
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Volunteer
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Added 1 hour ago
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Customer Service Representative, Call Centre, Dynamic (Montreal, QC) 6 month contract
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Added 5 hours ago
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Customer Service Representative, Call Centre, Dynamic (Montreal, QC) 6 month contract
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…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
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Scotiabank

Customer Service Representative, Call Centre, Dynamic - Montreal, QC

Montreal, QC, Canada

Posting language: English
Posted: Sep 28, 2026

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Original job description

Requisition ID: 274975

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Dynamic is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.

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

Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions.
Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence
Analyze accounts, determine, and initiate appropriate follow-up and respond to customers’ needs.
Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment.
Maintain familiarity with policies and procedures of the department and the Centres of Excellence.
Work on special projects as required.

Experience & Education:

University degree in Finance or related studies (strong asset)
Knowledge of MS Office and industry databases (i.e. iFast™)
CSC/ IFIC certification is a definite asset.

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

Ability to work independently and cooperatively as a team.
Ability to listen, understand and handle customer inquiries, problems, or complaints in a timely manner.
Excellent organizational and analytical skills.
Good problem-solving, flexibility, change management and time management skills.
Excellent customer service and communication skills in English and French.

Hours of operation:

January 1st to April 30th - Monday to Friday 8am-8pm

May 1st to December 31st - Monday to Thursday 8am-8pm and Friday 8am-6pm.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SGAM

Location(s): Canada : Quebec : Montreal

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

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More about this job

Responsibilities

Interact with customers via phone to provide effective service and resolve inquiries regarding investment products and transactions. Collaborate with team members and act as a liaison between clients and internal Centres of Excellence to ensure account needs are met.

Requirements

A university degree in Finance or related studies is considered a strong asset, along with CSC or IFIC certification. Candidates must possess excellent communication skills in both English and French and demonstrate strong problem-solving and organizational abilities.

Skills

Customer service
Communication skills
Problem-solving
Analytical skills
Time management
Change management
Flexibility
Organizational skills
Bilingualism
MS Office
Industry databases
Teamwork

Visa sponsorship

Not detected in the job text

Keywords

Customer Service
Call Centre
Finance
Investment Funds
Wealth Management
MS Office
iFast
CSC
IFIC
Account Analysis
Transaction Resolution
Inbound Calls
Bilingual
Financial Services
Relationship Management

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