Support MD Financial Management clients in both official languages through telephone, email, and online chat inquiries. Resolve account and access needs efficiently. As a Client Service Representative within Virtual Channels, Wealth Services in Canada, you will support client service goals and business objectives. You will manage inquiries, online registration, password resets, and account deactivation. The role requires confidentiality, MD security protocol adherence, and regulatory compliance.

Key Responsibilities:

Respond to client telephone, email, and online chat inquiries

Perform online registration, password resets, and account deactivation

Troubleshoot web issues requiring advanced technical support

Monitor outstanding inquiries and resolve administrative problems

Identify client retention,



lead generation, referral, and cross-selling opportunities

Requirements:

University degree in business, commerce, or equivalent

Front-line contact center experience, preferably in financial services

Fluent communication in both of Canada’s official languages

Excellent oral and written communication skills

Canadian Securities Course completion considered an asset

Bring bilingual communication, client resolution, technical troubleshooting, and financial services experience to MD Financial Management’s Client Services team.

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📌 Client Service and Support Representative (Bilingual) (Ottawa)
🏢 Scotiabank
📍 Ottawa