Select how often (in days) to receive an alert:Title: Investment Associate, Scotia iTRADE - Montreal, QCRequisition ID: 273942Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Investment Associate provides advanced trading and client service support to Scotia iTRADE's High Value and highly active trader client segment. This role requires specialized expertise in equity and derivatives markets, including the execution and management of single‐and multi‐legged options strategies, and the ability to apply complex risk, margin, and regulatory considerations in real time.The incumbent engages with clients on high‐complexity inquiries and transactions, often involving significant financial exposure and time‐sensitive decision‐making. This requires a deep understanding of options pricing, volatility, margin requirements, and risk/reward profiles, as well as the ability to clearly explain advanced trading concepts to sophisticated investors.The Investment Associate operates with a high degree of autonomy and professional judgment, resolving complex issues, supporting advanced order entry, and partnering closely with Credit, Compliance, and Order Management to mitigate firm and client risk. The role plays a critical part in maintaining operational integrity, risk controls, and client confidence, while also identifying opportunities to grow client assets and deepen relationships.Major AccountabilitiesProviding industry leading client experiences by:Answering advanced client service and trade related inquiries in a fast-paced technology-based environment and communicating advanced concepts clearly and effectivelyLiaising and collaborating with Management and colleagues to identify issues/trends, recommending solutions and executing solutions effectivelyEnsuring timely and prompt submission of client instructions and customer follow-upProactively placing outbound calls including, but not limited to, margin calls, return mail, retention, and short sale buy backs.Liaising with internal departments (e.G. Order Management, Settlements, Credit, Compliance etc.) and external vendors (e.G. Executing Brokers) to ensure proper handling of client ordersActively providing value-added client service, ensuring that every client experience meets or exceeds Scotia iTRADE's service standardsDemonstrate resourcefulness by collaborating with other departments to ensure client service needs are properly met.2. Foster and emphasize a sales environment with a focus on growing the business and retaining clients:Understanding client trading needs, in order to increase trading activity by identifying referral and cross-sell opportunities,



with the intent to grow assets under managementDeveloping and maintaining a full knowledge and understanding of Scotia iTRADE products and services, and an awareness of competitor products and services.Successfully completing cross-selling activities with clients to create deeper customer relationships, resulting in improved customer profitability and retentionUsing strong negotiation skills to create Non-Standard Agreements with reduced rates for commission, interest rates or other incentives to increase assets under management and trading activityRetaining clients through innovative solutions and thorough analysis of client's accounts3. Assist in maintaining the effective operation of Scotia iTRADE:Ensuring that service level objectives for productivity and quality are achieved. Effectively work as part of the team to manage client wait times and abandons to ensure that service levels exceed targetEnsuring the timely escalation of issues to Management and/or applicable departments with appropriate recommendationsEnsuring familiarity with your role in a Business Continuity Plan outageCollaborating with Managers to identify system issues and enact back-up procedures as necessaryActively adhering to all Guidelines for Business Conduct and Privacy policiesEnsuring that service level objectives for productivity and quality are achievedEnsuring client complaints are handled in accordance with compliance guidelinesPlacing equity, option, fixed income and mutual fund orders pursuant to firm and industry policies and proceduresFrom time to time, leading or assisting with monitoring of customer communications of all typesCreating proposals and recommendations for quality improvements and policies based on customer and business needs, trends, new business, or product launches; projects as assigned4. Minimize risks to the business by:Identifying and resolving trading discrepancies efficiently and accuratelyDeveloping familiarity in areas including money laundering, anti-terrorist financing and privacy lawsAdhering to and ensuring compliance with Know Your Customer requirementsActing quickly to alleviate errors and reduce firm exposureReviewing approved order and status orders to appropriate exchanges and vendorsCorresponding with clients and resolving client escalations via telephone on an advanced levelContribute to the effective functioning of SiT by:Building effective working relationships across the team and with various business lines and corporate functionsFacilitating a culture of open and honest communication by actively participating and contributing to touch bases, team meetings, encouraging the generation of current ideas and approaches and actively sharing knowledge and experience to enhance the development of all team membersDeveloping and executing a meaningful Employee Development PlanEducationRequired: Canadian Securities Course (CSC), Conduct and Practice Handbook (CPH), Derivatives Fundamentals and Options Licensing Course (DFOL) or Canadian Investment Regulatory Exam (CIRE) and Derivatives Examto be registered as an Investment Representative for Equities and Options with CIRO.Required: University degree or work equivalencyWork ExperienceMinimum 2-3 years of trading experience, and minimum 1 year Options trading experience.Industry experience preferably in a customer service or sales roleRequired Knowledge/SkillsExcellent written and oral communication skills to communicate highly technical concepts clearly and effectively to clients and internal stakeholdersBroad investment product and capital markets knowledgeHigh degree of flexibility required to adapt to a wide variety of tasks and functions associated with positionFamiliarity with the fundamentals and techniques of stock, option and fixed income tradingStrong attention to detail; ability to set and achieve goals and work independentlyAbility to exercise discretion; ability to manage multiple concurrent projectsDemonstrated PC skills including familiarity MS Office; working knowledge of investment data systemsKnowledge of back office functions and securities settlements processAbility to learn new tasks quickly and accuratelyHighly adaptive and excellent time management skills and the ability to prioritize workloadsExhibit excellent negotiating techniques and the ability to influence and motivate othersPreferredBilingualism is an asset (French, Mandarin, Cantonese)In addition to French, the successful candidate must also have sufficient knowledge of English, as thework involves interacting and collaborating regularly with groups and individuals based in Toronto, aswell as constantly interacting with other people, including clients, who speak English, locally andelsewhere.Location(s): Canada : Quebec : MontrealScotiabank 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.

📌 Investment Associate, Scotia Itrade - Montreal, Qc
🏢 Scotiabank
📍 Montreal