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Added 1 day ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Ottawa, ON
- Full-time
Work Environment: This role will be based in Ottawa and supports the Deployed team located in remote overseas theatres (ex. Kuwait or Latvia). The incumbent will be responsible for managing…
Added 2 days ago
SB
Sales Representative - Ottawa Core
Sleeman Breweries Ltd.
ON
- Full-time
At Sleeman Breweries, you’ll have access to benefits that support you today and help you plan for tomorrow:
Added 2 days ago
OH
Bilingual Information & Referral Representative, Regular Full Time: Labelle, Cornwall, Pembroke
Ontario Health atHome
Ottawa, ON
- Full-time
As a Bilingual Information & Referral Representative, you will provide support for the assigned team in their daily activities to ensure that patients receive prompt, effective customer…
Added 2 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Prince George, BC
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 3 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Kelowna, BC
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 3 days ago
JH
Volunteer Coordinator
John Howard Society of Ottawa
Ottawa, ON
- $23.97 to $27.04 CAD / hour
- Part-time
About the environment: Employees at JHS Ottawa say the organizational culture is supportive, innovative, and focused on creating a caring environment for both clients, and staff. At JHS…
Added 3 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Calgary, AB
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 3 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Halifax, NS
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 3 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Quebec, QC
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 3 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
St. John's, NL
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 3 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Vancouver, BC
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 4 days ago
HR
Primary Care Paramedic
Halton Region
Oakville, ON
- Full-time
Completion of the Ottawa Paramedic Physical Abilities Test (OPPAT) or Paramedic Functional Abilities Test (PFAT) will be required. Physical assessment results must be valid on February 1,…
Added 4 days ago
AI
Bilingual Customer Service Representative
A.S.P. Incorporated
Ottawa, ON
- $18.4 to $19.3 CAD / hour
- Full-time
BILINGUAL CUSTOMER SUPPORT REPRESENTATIVE- OTTAWA AIRPORT
Added 4 days ago
JH
Record Suspension Specialist
John Howard Society of Ottawa
Ottawa, ON
- $53,633.18 to $60,705.12 CAD / year
- Full-time
- Contract
About the environment: Employees at JHS Ottawa say the organizational culture is supportive, innovative, and focused on creating a caring environment for both clients, and staff. At JHS…
Added 5 days ago
CN
Contractor Management Specialist
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Located in the heart of the Ottawa Valley, our Chalk River site offers a beautiful natural setting with forests, lakes, and wildlife, right at your doorstep. Surrounded by welcoming…
Added 6 days ago
JH
Retention Specialist
John Howard Society of Ottawa
Ottawa, ON
- $53,633.18 to $60,705.12 CAD / year
- Full-time
- Contract
About the environment: Employees at JHS Ottawa say the organizational culture is supportive, innovative, and focused on creating a caring environment for both clients, and staff. At JHS…
Added 8 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Montreal, QC
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 10 days ago
HR
Primary Care Paramedic
Halton Region
Oakville, ON
- Internship
Completion of the Ottawa Paramedic Physical Abilities Test (OPPAT) or Paramedic Functional Abilities Test (PFAT) will be required. Physical assessment results must be valid on February 1,…
Added 10 days ago
JH
Housing Specialist
John Howard Society of Ottawa
Ottawa, ON
- $53,633.18 to $60,705.12 CAD / year
- Full-time
About the environment: Employees at JHS Ottawa say the organizational culture is supportive, innovative, and focused on creating a caring environment for both clients, and staff. At JHS…
Added 10 days ago
CH
Bilingual Care Access Representative
CBI Home Health
Mississauga, ON · Ottawa, ON · Toronto, ON
- Full-time
CBI Home Health is looking to hire Care Access Representatives in Toronto, Mississauga or Ottawa.
Added 11 days ago
GD
Life Cycle Material Engineering Specialist
General Dynamics Missions System International
Ottawa, ON
- Full-time
We are currently looking for a Life Cycle Material Engineering Specialist, to join our Ottawa team.
Added 15 days ago
CG
Lead, Operations
Canada Goose
Ottawa, ON · Rideau Centre
- Full-time
Unit 0312 - 50 Rideau Street Ottawa, Ontario K1N 9J7 Canada
Added 15 days ago
CH
Bilingual Care Access Representative
CBI Home Health
Mississauga, ON · Ottawa, ON · Toronto, ON
- Full-time
CBI Home Health is looking to hire Care Access Representatives in Toronto, Mississauga or Ottawa.
Added 17 days ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Calgary, AB · Kelowna, BC · Prince George, BC · Vancouver, BC · Victoria, BC · St. John's, NL · Halifax, NS · Hamilton, ON · Ottawa, ON · Montreal, QC · Quebec, QC
- $52,000 to $59,000 CAD / year
- Full-time
HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA
Added 19 days ago
RF
Territory Sales Representative
Russell Food Equipment Limited
Ottawa, ON
- $50,000 to $65,000 CAD / year
- Full-time
Russell Hendrix Foodservice Equipment is looking for a Territory Sales Representative to join our Ottawa team. In this role, you’ll take ownership of your territory, build strong,…

Scotiabank

Trade Representative - Ottawa

Ottawa, ON, K1G 6R7, Canada

Apply About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Sep 22, 2026

Original job description

Requisition ID: 274352

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.

#SWM

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.

Apply About employer

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 governing regulations and internal policies while deepening client relationships.

Requirements

Candidates must hold a university degree in business or commerce and have front-line experience in a contact centre or financial services. Approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) is required, along with a Life License (LLQP) or the willingness to obtain it within 12 months.

Skills

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

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 Services
Trade Centre
Investment
Banking
Risk Management
Sales Principles
Operational Controls
Contact Centre
Business Administration
Commerce
Financial Instruments
Market Conditions
Interest Rates
Client Retention
Lead Generation
Scotiabank

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