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Added 10 mins ago
B
VP, Paid Media
Buyerlink
Victoria, BC
- Full-time
Experience leading B2C paid social campaigns in Home Services, Automotive, lead generation, or another high-volume consumer acquisition environment.
Added 25 mins ago
TB
Auto Body Technician (Kitchener-Waterloo)
The Boyd Group LLC
Kitchener, ON
- Full-time
…in collision and glass services. As we continue to grow and lead the industry, we ensure you have the resources and the team behind you to move your career…
Added 40 mins ago
WK
Revenue Growth Analyst - Contractor
WK Kellogg
Mississauga, ON
- Part-time
Be a part of our success by joining WK Kellogg Canada’s Revenue Growth Management efforts to realize our vision for growth! Create competitive advantage for WK Kellogg in the arena of price…
Added 55 mins ago
TC
Disability Services Worker, Part-Time
Taproot Community Support Services
AB · Edmonton, AB
- Part-time
Our 800-plus employee-owners live by five shared values: we are stronger together, we lead with optimism, we embrace challenges, we respect every voice, and we go above and beyond. Guided…
Added 55 mins ago
H
eTrading Engineering Lead
HSBC
Toronto, ON
- $111,300 to $166,900 CAD / year
- Full-time
…service performance and the regional risk and control agenda. Success means resilient, secure, and cost-effective services, strong control outcomes, and well-governed delivery across…
Added 55 mins ago
WH
Lead, WELLTrust Consent & Patient Experience Program
WELL Health Technologies Corp. (TSX: WELL)
Vancouver, BC
- $115,000 to $135,000 CAD / year
- Full-time
Position Title: Lead, WELLTrust Consent & Patient Experience Program
Added 1 hour ago
EL
Assistant Store Manager - Le Labo - Full time - Carrall Street - Vancouver, BC
Estée Lauder Companies
Vancouver, BC
- Full-time
We are seeking an inspirational and dynamic Assistant Store Manager to play a leading role in the success of the store/counter by supporting the Store Manager to lead, coach and develop our…
Added 1 hour ago
W
Senior Civil Engineer
Worley
Edmonton, AB · Calgary, AB
- Full-time
…detailed design, construction, and closeout. Depending on your experience, you will also provide technical leadership, mentor developing professionals, and strengthen client…
Added 1 hour ago
V
Senior Analyst, Sales Reporting
Vale
Canada
- Full-time
Success in this role will be demonstrated through your ability to:
Added 1 hour ago
NN
Supply Planner
Nestlé Nespresso SA
Montreal, QC
- Full-time
…Nespresso portfolio. This role is critical in enabling high customer service levels by having optimized inventory, while minimizing distribution costs. Acting as a subject matter expert for…
Added 1 hour ago
H
Director of Customer Success
Haystack
Canada
- $243,000 to $365,000 CAD / year
- Full-time
Lead and mentor a distributed team of account managers and customer success professionals to achieve revenue targets.
Added 1 hour ago
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Maintenance Manager
''
Coaldale, AB
- Full-time
At McCain, our leadership principles guide how we engage with customers, collaborate as a team, and achieve success. We focus on understanding customer needs, driving innovation, empowering…
Added 1 hour ago
MS
Managing Director
Manos Software Group
Montreal, QC
- Full-time
Drive initiatives and solve challenges related to sales, customer success and research and development within your portfolio of businesses.
Added 1 hour ago
People & Culture - Recruiter
Beyond Energy Services & Technology
Calgary, AB
…and best-in-class MPD solutions to our customers. Our diverse experience and focus on innovative and inventive technologies allow us to remain on top of our game and reduce our customer's…
Added 1 hour ago
MPD Technology - Automation Manager
Beyond Energy Services & Technology
Calgary, AB
Manage vendor relationships, technical bid evaluation, lead times, obsolescence and spares strategy.
Added 1 hour ago
H
Lead Field Service Technician
Honeywell
Hamilton, ON
- Full-time
In this role, you will impact the success of our field service operations, customer satisfaction, and the growth of the organization. You will work with critical building management, HVAC…
Added 2 hours ago
W
Senior Technical Consultant, Environmental Scientist
Worley
Calgary, AB
- Full-time
…lifecycle. As part of our Contaminated Sites team, you will lead environmental assessment, remediation, reclamation, and monitoring projects that support responsible development and…
Added 2 hours ago
Vice President, Sales, BC
Long View Systems
Vancouver, BC
Lead, coach, and inspire the sales team to achieve and exceed targets in the mid-market, corporate, and public sectors, ensuring sustainable growth and a winning culture.
Added 2 hours ago
X
VP, Communications, Brand and Marketing
Xanadu
Toronto, ON
- Full-time
Lead product marketing across Xanadu’s hardware, software, and services portfolio, translating deep technical capabilities into distinct customer value.
Added 2 hours ago
IP
Sr Manager Project / Program
IDEMIA Public Security
Oakville, ON
- Full-time
The Senior Project/Program Manager leads complex customer projects and programs across the full contract and solution lifecycle. This role is the primary point of contact for assigned…
Added 2 hours ago
PS
Senior Security Analyst
PBC Solutions (Canada)
Victoria, BC
- Full-time
…technology, and innovation to improve efficiency, accuracy, and customer experience. PBC Solutions administers Health Insurance BC Services on behalf of the BC Ministry of Health, including…
Added 2 hours ago
CC
Transportation Specialist
Canadian Cancer Society
Hamilton, ON
- Part-time
Extensive background in fleet support, communications, community services, client support, evaluation and volunteer relationships will lead to success or asset to this role.
Added 2 hours ago
TE
Account Manager - Montreal East
TK Elevator
Montreal, QC
- Full-time
Determines customer needs and develops sales strategies to communicate Company H-Power modernization offerings to customers.
Added 2 hours ago
CI
Outside Sales Representative
Core-Mark International
AB · Edmonton, AB
- Full-time
80% Driving Travel Required: This role requires the ability to drive to and from customer locations across the assigned sales territory. Some overnight stays may be required.
Added 2 hours ago
CS
Retail Sales Lead
Cascade Steel Rolling Mills, Inc.
Calgary, AB
- Full-time
The Retail Sales Lead supports the Store Management Team by promoting operational excellence, delivering exceptional customer service, and guiding team members in daily tasks and…

Scotiabank

Trade Representative

Ottawa, ON, T2E 2W5, Canada

Apply About employer

Applications open in a new tab.

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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