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Added 5 mins ago
BB
Senior Technician - Security
Bosch Building Technologies
AB
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…
Added 20 mins ago
LA
Automotive Parts Representative
Lordco Auto Parts
Golden, BC
- $19 to $25 CAD / hour
- Full-time
Career Development Support & Promote-From-Within Culture to enhance your expertise and maximize your career journey
Added 49 mins ago
AS
Commercial & Residential Sales Representative (Construction / Design Industry)
Artivo Shades
Toronto, ON
- Full-time
We are seeking a motivated and results-driven Commercial & Residential Sales Representative to join our growing team in the outdoor living, home improvement and construction industry. This…
Added 49 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 49 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 49 mins ago
TS
HVAC Applications Representative – P.Eng Support Available
TalentSphere Staffing Solutions
Surrey, BC
- Full-time
This is a full-time position, with full benefits including dental care, vision care and health insurance, paid vacation, an RRSP match, and career development opportunities.
Added 49 mins ago
J
Outside Sales Representative
JobsMedia.io
Laval, QC
- Full-time
Our client:A well-established company in the industrial tooling sector is seeking a Sales Representative to strengthen its sales and customer relationship management team.
Added 50 mins ago
Agency Partner Manager
Reddit
Toronto, ON
As an Agency Development Partnerships Manager at Reddit, you will play a key role on the Agency Development Team, working with the Agency Leads, the world’s largest Holding Companies and…
Added 1 hour ago
TR
Business Development Representative (BDR) - Hybrid or Remote
Traction Rec
Vancouver, BC
- Full-time
We’re looking for a Business Development Representative (BDR) to join our team and be part of our next stage of growth. As our BDR, your top priority is to drive outbound pipeline…
Added 1 hour ago
CF
Customer Service Representative
Canadian Fiber Optics Corp
Grande Prairie, AB
- Full-time
We are seeking a reliable, and customer-focused Customer Service Representative to join our growing team. We are looking for someone energetic, outgoing, and driven to exceed customer…
Added 1 hour ago
A
Field Representative - Alcoholic Beverages
Acosta
Toronto, ON · Etobicoke, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 1 hour 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 1 hour ago
FL
Freight and Logistics Business Development Representative / Account Executive
Falco Logistics
Toronto, ON
- Full-time
BDR / National Account Executives to join our sales team in growing key customer relationships across Canada and the United States. This role focuses on acquiring new clients, expanding…
Added 1 hour ago
SR
Dealing Representative
STRIVE Recruitment Inc.
Vancouver, BC
- $60,000 to $90,000 CAD / year
- Full-time
As the organization's sole sales representative, you will take ownership of business development, investor acquisition, and relationship management, working with high-net-worth individuals,…
Added 1 hour ago
X
Digital Sales Engineer / Market Development Manager-Automation-Flygt
Xylem
Montreal, QC
- Full-time
We're Hiring a Digital Sales Engineer / Market Development Manager!
Added 2 hours ago
M
Sr. Specialist, Partner Rewards and Strategic Initiatives
Manulife
Toronto, ON
- Full-time
The role partners across Product, Sales, CX, Communications and external stakeholders to deliver program administration, communications, insights and process improvements that enhance the…
Added 2 hours ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Nelson, BC
- Full-time
Follow-up regularly on sales leads and referral prospects
Added 2 hours ago
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Sicamous, BC
- Full-time
A self-starter mentality with a strong drive to exceed performance and sales goals
Added 2 hours ago
CC
Route Service Representative
Cintas Canada
Newmarket, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 2 hours ago
I
Inside Sales Representative
Inkeros
Toronto, ON · Etobicoke, ON
- Full-time
🚀 Kickstart Your Career in Sales – Entry Level Role (Etobicoke, ON)
Added 2 hours ago
Route Service Representative
Cintas
Newmarket, ON
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 2 hours ago
CC
Route Service Representative
Cintas Canada
Boucherville, QC
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 2 hours 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 2 hours ago
M
Sales Development Representative - Ottawa
Medfar
Ottawa, ON
- Full-time
As a Sales Development Representative (Province of Ontario), you will be involved in MEDFAR's sales activities. The incumbent will be involved in the business development and sale of MYLE,…
Added 2 hours ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
…supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and…

Scotiabank

Trade Representative

Ottawa, ON, T2E 2W5, Canada

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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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