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Added 27 mins ago
NC
Inside Sales Specialist
NAPA Canada
Dryden, ON
- Full-time
The Inside Sales Representative is the dedicate point of contact for a single large customer. This role delivers responsive, end-to-end support from initial inquiry through product…
Added 27 mins ago
M
Director & Actuary, Corporate Development
Manulife
Toronto, ON
- Full-time
Support the valuation of potential transactions, including reviewing calculations and analyzing period-over-period movements in capital, reserves, earnings projections and other transaction…
Added 42 mins ago
R
Projects Land Representative
Raise
Calgary, AB
- Full-time
Raise is currently hiring a Projects Land Representative on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an…
Added 42 mins ago
RB
Bilingual (French/English) Customer Service Representative
Royal Bank of Canada
Mississauga, ON
- Full-time
The Bilingual (French/English) Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their…
Added 56 mins ago
FL
Freight and Logistics Business Development Representative / Account Executive
Falco Logistics
Toronto, ON
- Full-time
Support outbound outreach through calls, emails, and follow‑ups
Added 56 mins ago
SR
Dealing Representative
STRIVE Recruitment Inc.
Vancouver, BC
- $60,000 to $90,000 CAD / year
- Full-time
Provide administrative support related to sales activities, investor relations, and general business operations.
Added 56 mins ago
BM
Dispatcher Level 4 (12-month contract)
BC Maritime Employers Association
Vancouver, BC
- Contract
Provide direction, support and guidance to member companies including education on dispatch guidelines and collective agreement/black book requirements/interpretations
Added 56 mins ago
N(
Program Assistant (Temporary), School of Manufacturing and Automation
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
The Program Assistant is a key support position to help ensure program operations run smoothly and helps create a positive atmosphere to enhance a collaborative environment for staff and…
Added 1 hour ago
H
Director Medical Imaging Services Saskatoon
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course correction of same. The Director demonstrates strong…
Added 1 hour ago
NA
Program Assistant (Temporary), School of Manufacturing and Automation
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
The Program Assistant is a key support position to help ensure program operations run smoothly and helps create a positive atmosphere to enhance a collaborative environment for staff and…
Added 1 hour ago
M
Sr. Specialist, Partner Rewards and Strategic Initiatives
Manulife
Toronto, ON
- Full-time
…Rewards Program and provides analytical, reporting and execution support for key strategic initiatives such as CX reporting, Monthly Business Reviews and Product…
Added 1 hour ago
RS
Shipping and Receiving Clerk - Night Shift Sunday - Wednesday
Ryder Supply Chain Solutions
Winnipeg, MB · CAN - Winnipeg MB Gamble Pl
- Full-time
…supply chain management solutions that enhance the way they do business. Building and maintaining a fleet takes time, resources, and expertise few companies can spare. At Ryder, we have a…
Added 1 hour ago
ZS
(IAE)Integration Architect
Zodiac Solutions, Inc
Calgary, AB
- Full-time
Experience working with application vendors, infrastructure and operations teams, business representatives, security teams, and architecture governance authorities.
Added 1 hour ago
V
Accounts Payable Specialist, NA
Vantage
Montreal, QC
- Full-time
Vantage Accounting Operations is a shared services team responsible for accurately and efficiently recording financial transactions while building positive financial relationships with…
Added 1 hour ago
VD
Accounts Payable Specialist, NA
Vantage Data Centers
Montreal, QC
- Full-time
Vantage Accounting Operations is a shared services team responsible for accurately and efficiently recording financial transactions while building positive financial relationships with…
Added 1 hour ago
MC
Credit Condition Fulfillment Representative - Full Time - 8 Month Contract
Meridian Credit Union
St. Catharines, ON
- $50,000 to $55,000 CAD / year
- Full-time
As a Condition Fulfillment Representative, you will deliver exceptional service to all our Retail Credit and Mortgage Broker Services channels by providing administrative support and…
Added 1 hour ago
RB
Customer Service Representative - Creditor Insurance
Royal Bank of Canada
Mississauga, ON
- Full-time
The Customer Service Representative - Creditor Insurance will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You…
Added 1 hour ago
CR
Project Coordinator - Business Development
Cando Rail & Terminals
Canada
- Full-time
Support the execution or implementation of new and existing business working with Project Management team
Added 1 hour ago
SL
Bilingual Customer Service Representative - Mutual funds Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
As a Bilingual Customer Service Representative - Mutual funds Operations you'll play a key role in the day-to-day servicing of English and French Advisors/ Clients across Canada.…
Added 1 hour ago
Assistant Manager
Circle K
Saint John, NB
…unique contribution of our employees to the success of our business. As an employer, we are committed to employment equity, we encourage a wide variety of applications to ensure that we…
Added 1 hour ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
…deliver the desired customer experience and achieve overall business…
Added 1 hour ago
Project Manager - Industrialization
Westerkirk
Calgary, AB
…production, maintenance, repair, and overhaul (MRO) services. Our operations are supported by a team of skilled engineers, technicians, and industry professionals who are dedicated to…
Added 1 hour ago
CV
DIRECTOR, B2B Sales & Business Development
Coco Village
Quebec, QC
- $70,000 to $100,000 CAD / year
- Full-time
…for revenue growth, profitability and the development of our business with retailers, distributors, sales agencies and key…
Added 1 hour ago
MC
Credit Condition Fulfillment Representative - Full Time - 8 Month Contract
Meridian Credit Union
St. Catharines, ON
- $50,000 to $55,000 CAD / year
- Full-time
- Contract
As a Condition Fulfillment Representative, you will deliver exceptional service to all our Retail Credit and Mortgage Broker Services channels by providing administrative support and…
Added 1 hour ago
RI
Customer Service Representative - Creditor Insurance
RBC Insurance
Mississauga, ON
- Full-time
The Customer Service Representative - Creditor Insurance will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You…

Scotiabank

Trade Representative

Ottawa, ON, T2E 2W5, Canada

Apply About employer

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Job details

Apply by: Nov 12, 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

The Trade Representative facilitates real-time trade instructions for mutual funds, equities, and fixed income products while responding to client inquiries. They are responsible for maintaining compliance with financial regulations and deepening client relationships through exceptional service.

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
Customer service
Mutual funds
Equities
Fixed income
RRSP
TFSA
FHSA
Lead generation
Regulatory compliance
Contact centre operations
Trading policies
Financial analysis

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
Mutual Funds
Equities
Fixed Income
RRSP
TFSA
FHSA
Financial Services
Compliance
AML
ATF
Client Retention
Lead Generation
Contact Centre
Trading
Investment
Banking
Risk Management
Financial Regulations
Business Controls
Sales Principles

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