Become a vital part of Scotia iTrade as an E-Care Investment Representative in Montreal, Quebec. This role emphasizes customer service excellence while addressing client inquiries through email and chat channels.

As a Customer Service Representative, your primary responsibility will be resolving client inquiries efficiently. You will exceed Scotia iTrade service standards and drive First Call Resolution by addressing client needs independently, processing requests promptly, and meticulously documenting all interactions. Drawing upon your knowledge of investment products and the firm’s policies will be crucial to your success.

Key Responsibilities:
• Respond to email and chat inquiries independently
• Process client requests in a timely manner




• Maintain documentation and follow-up requirements
• Participate in effective queue management and prioritization
• Cross-sell and identify referral opportunities

Requirements:
• Post-secondary education in Business or Finance
• Canadian Securities Course or related certification preferred
• Strong attention to detail and risk recognition
• Excellent communication and interpersonal skills
• Ability to adapt to a dynamic work setting

Use your expertise in investment services to enhance client experiences at Scotia iTrade in Montreal.
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📌 E-Care Investment Representative at Scotia iTrade (Quebec City)
🏢 Scotiabank
📍 Quebec City