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Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 263654
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Why Scotia iTRADE?

Scotia iTRADE is a top Canadian brokerage committed to helping investors achieve their goals through exceptional service, unique educational tools and resources, and a personalized digital experience. Joining our Contact Centre means working in a fast-paced and rewarding environment, supporting our clients through inbound and outbound calls. Our focus on training and professional development will support you as you build your career with Scotiabank.
Scotiabank is committed to being the institution of choice in the financial sector, providing superior products and services and being a good corporate citizen to the benefit of our clients, shareholders, and employees. We are driven by our four core values: respect, integrity, passion, and accountability and we implement them into everything that we do.
As an Investment Representative:
You are the primary point of contact for clients, making you an important ambassador for Scotia iTRADE. Our advanced training program, in combination with your skills and experiences, arm you with the ability to provide knowledgeable and professional service. You will provide specialized knowledge regarding new accounts, transfers, trading, as well as our full range of product/service offerings. You will also be a proactive promoter of iTRADE’s client-focused culture by providing high quality customer service.
You’ll Be Responsible For:

Assisting with client inquiries while delivering memorable service




Using discretion and problem solving to own the client experience
Contributing to optimal functionality by adhering to goals, policies, and procedures
Providing personalized solutions by recognizing value add solutions consistently
Facilitating a culture of passion, accountability, and collaboration by being an active member of your team
Role Requirements:

Must Have
A broad knowledge of investment products and the procedures related to securities settlement
Results-oriented with the ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
Impeccable written and verbal English to ensure cooperative working relationships with clients
The ability to utilize time-management and prioritization skills in order to ensure optimum service levels
A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments/duties
Completed Canadian Securities and Conduct and Practices Handbook Courses or Canadian Investment Regulatory Exam (CIRE)
Nice to Have
Completed post-secondary education in Commerce/Business, Finance or Financial Planning
1-2 years of work experience in a brokerage or Contact Centre
Banking knowledge and/or experience
Fluent in other languages (i.e. French, Cantonese or Mandarin)
By Joining Our Team, You Will:
Receive a competitive pay while gaining valuable industry knowledge
Develop your communication, organizational, and interpersonal skills




Get the opportunity to advance your career through other roles within Wealth Management and Scotiabank
Build working relationships and contacts with other Scotiabank employees both within iTRADE and in other departments
Be a part of and contribute to a culture of inclusion, diversity, and potential
Have a work life balance
Training Timeframe: We value employee training and development. Our 4-week training program will run Monday-Friday from 9am-5pm to support your success in the role.
Work Hours: Monday to Friday, from 10am to 6pm.
Scotiabank is committed to providing an inclusive, diverse, and accepting environment for all employees. Everyone is always treated with dignity; diverse backgrounds and experiences are what make us better as a whole. If you need specific accommodations during the hiring process let us know and we will work with you.
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 setting 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.
Job Segment: Call Center, Customer Service Representative, Investment, Law, Bilingual, Customer Service, Finance, Legal

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📌 Investment Representative, Scotia iTRADE - Ottawa, ON (Quebec City)
🏢 Scotiabank
📍 Quebec City