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Added 6 mins ago
M
Sr. Specialist, Risk Oversight and Policy Support
Manulife
Toronto, ON
- Full-time
Sound knowledge across specific product lines, policies, sales and service processes and Sales Practices requirements across Manulife Bank.
Added 6 mins 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 21 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 21 mins 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 21 mins ago
KS
Credit Card Representative
Kognitive Sales Solutions
Windsor, ON
- Full-time
Are you someone who lights up a room and genuinely enjoys connecting with people? Kognitive Sales Solutions is hiring Retail Sales Representatives across Canada to represent one of the…
Added 21 mins ago
GF
Local Class 1 Delivery Driver
Gordon Food Service - Canada
Lloydminster, AB
- Full-time
Presents a positive image to Gordon Food Service (GFS) customers through courteous, on-time, and accurate deliveries of GFS products. Serves as liaison between GFS management and customers.…
Added 21 mins 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 21 mins ago
I
Inside Sales Representative
Inkeros
Toronto, ON · Etobicoke, ON
- Full-time
🚀 Kickstart Your Career in Sales – Entry Level Role (Etobicoke, ON)
Added 21 mins 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 21 mins ago
SN
Inside Technical Sales Representative - HVAC
Swegon North America
Ajax, ON
- Full-time
We are seeking a dynamic and experienced Inside Technical Sales Representative specializing in HVAC, noise and vibration isolation systems to join our team at Vibro-Acoustics by Swegon. In…
Added 21 mins 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 37 mins 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 37 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 37 mins 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 37 mins 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 37 mins ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
You’re a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment…
Added 52 mins ago
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Customer Service Representative
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 52 mins ago
AA
Livreur Magasin
Advance Auto Parts
Levis, QC
- Full-time
Sales aptitude and customer service orientation
Added 52 mins ago
I
Inside Sales Representative
infraAIR
Toronto, ON
- Full-time
Experience in inside sales, B2B sales, or customer service, preferably within HVAC, wholesale distribution, or a related technical industry.
Added 52 mins ago
CV
DIRECTOR, B2B Sales & Business Development
Coco Village
Quebec, QC
- $70,000 to $100,000 CAD / year
- Full-time
Make our sales agency and representative network productive and accountable through clear territories, goals, priorities and follow-up.
Added 52 mins ago
TH
Merchandising Execution Associate Part Time - 7160 North Bay
The Home Depot Canada
North Bay, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 52 mins ago
TH
Merchandising Associate Part Time (ORLEANS)
The Home Depot Canada
Ottawa, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 52 mins 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 52 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 52 mins ago
TH
Merchandising Associate Part Time - OAKVILLE TRAFALGAR
The Home Depot Canada
Oakville, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…

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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