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Added 40 mins ago
Senior Manager, Marketing & Communications
Liberty Mutual Canada
Toronto, ON
$130,000 to $170,000 CAD / year
Full-time
Establish meaningful measures of success and use data, analytics, audience insights and feedback to evaluate effectiveness, demonstrate business value and continuously improve programs.
Added 40 mins ago
Account Manager, Digital Marketing
The Influence Agency
Toronto, ON
Full-time
…our team! At our agency, this role is referred to as Client Success Manager, and it’s integral to managing client relationships, leading strategic direction, and ensuring the flawless…
Added 42 mins ago
Financial Advisor, Investment & Retirement Planning - Fergus, Ontario
Scotiabank
Fergus, ON
…sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned…
Added 42 mins ago
Financial Advisor, Investment & Retirement Planning - Spadina & Lonsdale (Forest Hill Village)
Scotiabank
Toronto, ON
…sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned…
Added 42 mins ago
Financial Advisor, Investment & Retirement Planning - Cambridge, ON
Scotiabank
Cambridge, ON
…sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned…
Added 42 mins ago
Financial Advisor, Investment & Retirement Planning - West Ridge Place, Orillia, Ontario
Scotiabank
Orillia, ON
…sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned…
Added 42 mins ago
Collections Administrative Representative
Nissan Motor Corporation
Mississauga, ON
Full-time
We are currently looking for a Bilingual Collections Representative to join our team in Mississauga, ON.
Added 42 mins ago
AVP & Senior Counsel
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
Added 57 mins ago
Enterprise Hunter Inside Sales Representative
HP
Mississauga, ON
Full-time
The Inside Sales Representative (ISR) partners with the Account Executive (AE) to retain recurring revenue and create new opportunities with existing or new accounts. In this role, you…
Added 57 mins ago
Account Representative
Veolia Environnement SA
Edmonton, AB
Full-time
Account Representative - Chemical Water Treatment Solutions
Added 57 mins ago
Store Associate (Part-Time)
Giant Tiger
Montreal, QC
Part-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 57 mins ago
Store Associate (Part-Time)
Giant Tiger
Moncton, NB
Part-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 57 mins ago
Store Associate (Part-Time)
Giant Tiger
Listowel, ON
Part-time
…institution rooted in our communities and built on 60+ years of success. Our store teams are the heart of our mission, making sure every customer has a great experience and finds the…
Added 1 hour ago
Warehouse Associate Cambridge
Gerrie Electric Wholesale LTD
Cambridge, ON
Full-time
Our core purpose is passionately helping customers be more successful by delivering exceptional experiences. Customer First- Employee Driven. We strive for an inspiring culture and…
Added 1 hour ago
Contract Role - Financial Advisor, Investment & Retirement Planning - SCARBOROUGH TOWN CENTRE
Scotiabank
Toronto, ON · Scarborough, ON
…sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned…
Added 1 hour ago
Sales Representative
Prime Communications Canada Inc
Squamish, BC
Up to $19 CAD / hour
Full-time
As a Solution Specialist (Sales Representative) on our Retail Team and working at our Squamish Rogers Store, you will be an entrepreneur of Rogers and Fido plans, products, and services.…
Added 1 hour ago
Senior Advisor
SASCU
Salmon Arm, BC
Full-time
…everyday banking services. The Senior Advisor contributes to team success by achieving SASCU's sales and service objectives while delivering an exceptional member…
Added 1 hour ago
Service Now Technical Solutions Lead - CSDM, IT Asset & Service Configuration
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Added 1 hour ago
Warehouse - Driver
Fresh Prep Foods Inc
Vancouver, BC
Up to $24.32 CAD / hour
Full-time
…Managed Companies - reflect our commitment to excellence in both customer experience and employee satisfaction. Our collaborative culture brings together passionate food lovers,…
Added 1 hour ago
Sales Development Representative
Harris Computer
Toronto, ON · Office - Toronto - Richmond St
Full-time
TouchBistro is looking for a Sales Development Representative to join our Sales team in Toronto! Joining our SDR team, you will promote TouchBistro and build relationships with restaurant…
Added 1 hour ago
Member Services Rep
Crunch Fitness Canada
Calgary, AB
$15 CAD / hour
Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…
Added 2 hours ago
Trade Representative - Ottawa
Scotia Wealth Management
Ottawa, ON
Full-time
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…
Added 2 hours ago
Outside Sales Representative
PFG | Performance Good Group
Calgary, AB
The Sales Representative position offers an exciting chance to fuel our company's growth. You'll oversee a broad array of existing independent convenience stores customers, driving sales…
Added 2 hours ago
Customer Service Representative - Amherst
TD
Amherst, NS
Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 2 hours ago
Retail Sales Representative
Acosta
Quebec, QC
Part-time
We are currently recruiting for a results-oriented Retail Representative to represent our clients.

Scotiabank

Trade Representative - Ottawa

Ottawa, ON, K1G 6R7, Canada

Posting language: English
Posted: Sep 22, 2026

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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.

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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 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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