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Added 6 mins ago
W
(CAN) Stock Unloader Associate
Walmart
Peace River, AB
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 20 mins ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Dauphin, MB
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 20 mins ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Clarenville, NL
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 20 mins ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Peace River, AB
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 35 mins ago
Account Executive, SMB Grower (French speaking)
Stripe
Toronto, ON
The Account Executive, SMB Grower team is a highly consultative sales team that is responsible for the growth and retention of Stripe’s largest and fastest growing SMB customers. As an…
Added 50 mins ago
W
(CAN) Stock Unloader Associate
Walmart
Clarenville, NL
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 1 hour ago
Trade Representative Ottawa
Scotiabank
Ottawa, ON
…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…
Added 1 hour ago
GC
Director of Customer Success
GRC Concierge
Ottawa, ON
- Full-time
5+ years of experience in Client Success, Account Management, Client Experience, or a related client-facing leadership role.
Added 1 hour ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 1 hour ago
RA
Senior Digital Sales Executive
RMG Advertising
Calgary, AB
- Full-time
…dynamic Sales Professional with a proven ability and zest for customer acquisition and account…
Added 3 hours ago
XT
Business Development Manager
Xcite Tech
Calgary, AB
- Full-time
This role is focused on growing an established customer base through hands-on device training, increased technology utilization, consumable sales, and strategic account development.
Added 3 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 3 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
…assigned client contracted service area. This is an outside, B2B account management position that provides field support including - training, guidance with starting new clients,…
Added 3 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
…assigned client contracted service area. This is an outside, B2B account management position that provides field support including - training, guidance with starting new clients,…
Added 5 hours ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
The Outside Sales Representative is responsible for driving revenue growth, expanding market share, and strengthening customer relationships across the North/Central Alberta territory. This…
Added 5 hours ago
W
Stock Unloader Associate
Walmart
Saint John, NB
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 6 hours ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Kapuskasing, ON
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 6 hours ago
WC
Stock Unloader Associate
Walmart Canada
Saint John, NB
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 6 hours ago
I
Senior Product Manager - QuickBooks Workforce Solutions Mid Market
Intuit
Toronto, ON
- Full-time
…money-movement domains. You define clear product requirements and success metrics, break down ambiguous problems into well-scoped features, and hold a high bar for quality and usability.…
Added 7 hours ago
W
(CAN) Stock Unloader Associate
Walmart
Kapuskasing, ON
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 7 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 8 hours ago
TG
Planet Fitness - Member Services Representative - Part Time - Halifax Shopping Centre
Taymax Group
Halifax, NS
- Part-time
We're committed to bringing passion and customer focus to the business.
Added 8 hours ago
NB
Wealth Associate
National Bank of Canada
Rimouski, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 8 hours ago
NB
Manager Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
Negotiate credit terms and conditions with the Credit Risk Management as needed and confirm the availability of financing for the Commercial Account Manager
Added 8 hours ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
Angus Watt Advisory Group at National Bank Financial Wealth Management delivers comprehensive investment management, financial planning, and wealth advisory solutions to high-net-worth…

Scotiabank

Trade Representative Ottawa

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 trade instructions for mutual funds, equities, and fixed income products while responding to client inquiries via phone, chat, and online channels. They are responsible for maintaining regulatory compliance, managing client relationships, and identifying opportunities for lead generation.

Requirements

Candidates must hold a university degree in business or commerce and possess front-line experience in a contact centre or financial services environment. Approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) is required, along with a strong understanding of financial regulations and trading policies.

Skills

Trade execution
Financial services
Mutual funds
Equities
Fixed income
Regulatory compliance
Investment account management
RRSP
TFSA
FHSA
Lead generation
Conflict resolution
Financial analysis
Contact centre operations

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
CIRO
LLQP
Mutual Funds
Equities
Fixed Income
RRSP
TFSA
FHSA
Financial Services
Compliance
AML
ATF
Client Experience
Lead Generation
Investment Account
Trade Execution
Contact Centre
Banking
Wealth Management
Financial Regulations
Overdraft Policy
Sales Principles
Business Controls

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