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Added 2 mins ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Full-time
…during procedures and perform direct nursing assessment and care as appropriate to ensure the safety of clients undergoing procedures. The RN will prepare for and respond to fluctuating…
Added 2 mins ago
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Director Medical Imaging Services Saskatoon
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Director, Diagnostic Imaging Services (Saskatoon) is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare…
Added 2 mins ago
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Prince Albert, SK
Job Description: Reporting to the Facility Manager/Director of Care/Nursing Unit Manager, the Registered Nurse A/RPN is responsible for maintaining a high standard of patient care in…
Added 17 mins ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Nelson, BC
- Full-time
…valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in…
Added 17 mins ago
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Sicamous, BC
- Full-time
…idea of hitting (and exceeding) targets while building genuine client relationships? If so, this is more than just a job - it's a career with unlimited…
Added 17 mins ago
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Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Prince Albert, SK
- Part-time
…a is responsible for maintaining a high standard of patient care in accordance with the vision, mission and philosophy of the SHA. As a member of the Victoria Hospital nursing department,…
Added 17 mins ago
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Director Major Capital Projects 1
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Director, Major Capital Projects is a key leader in Saskatchewan health care, responsible for the planning, delivery, and oversight of complex capital initiatives that…
Added 33 mins 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 33 mins ago
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Sales Development Representative - Ottawa
Medfar
Ottawa, ON
- Full-time
Founded in 2010, MEDFAR Clinical Solutions revolutionizes healthcare with our MYLE Integrated Care platform, the first web-based electronic medical record (EMR) in Quebec. Trusted by 15,000…
Added 33 mins ago
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Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 48 mins 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…
Added 48 mins ago
RI
Bilingual (French/English) Customer Service Representative
RBC Insurance
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 1 hour ago
Trade Representative
Scotiabank
Ottawa, ON
…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…
Added 1 hour ago
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Customer Service and Collections Representative
SinglePoint Group International Inc
Toronto, ON
- Full-time
…Representatives to join our team. As a Customer Service and Collections Representative, your primary mission is to monitor customer accounts, provide customer service regarding collection…
Added 1 hour ago
TB
Business Development Representative ($85,000-$95,000 OTE)
The Bullpen
Vancouver, BC
- $50,000 to $54,000 CAD / year
- Full-time
Business Development Representative ($85,000 to $95,000 OTE)
Added 2 hours ago
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Universal Banker
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 2 hours ago
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Assessor Coordinator Degree Senior
HealthCareersInSask.ca
Yorkton, SK
- Full-time
Job Description: Provides assessment, care planning, client advocacy, and coordinating services and monitoring care needs. Participates in policy and program development, health education,…
Added 2 hours ago
Community Mental Health Worker - Youth Huddle
Winnipeg Regional Health Authority
Portage la Prairie, MB
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 2 hours ago
Inside Sales Representative
Berlin Packaging Canada Corporation
Dorval, QC
…virtually every end market: automotive, beverage, food, home care, industrial chemical, pet care and veterinary, personal health and beauty, wine and spirits, and…
Added 2 hours ago
Care Coordinator Supervisor (DSP Supervisor)
The Government of Nova Scotia
NS · DARTMOUTH, NS
…to ensure effective case management and the highest quality care for our clients. You will mentor staff, troubleshoot challenges, and work collaboratively with external departments and…
Added 2 hours ago
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Bilingual (French/English) Customer Service Representative
RBC
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 2 hours ago
R
Customer Service Representative - Creditor Insurance
RBC
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 2 hours ago
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Claims Representative I, Auto
Co-operators
Laval, QC
- Full-time
As the Claims Representative I, Auto, you will investigate, negotiate and settle service claims for the organization. You will contribute to the organization’s client service culture…
Added 2 hours ago
Community Disability Worker (PT) - St Williams
Catholic Social Services
Edmonton, AB
…EDMONTON to join our St Williams team. Providing excellent client-centered care, you are confident, thoughtful, and motivated to achieve success when supporting others in your…
Added 2 hours ago
AP
Inside Sales Representative
Alberta Pipe Fittings Ltd
Calgary, AB
- Full-time
We are seeking an energetic, organized Inside Sales Representative to serve as the key bridge between our client management and warehouse operations. Located directly on-site at our…

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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