Trade execution and client service define this Trade Representative prospect with MD Financial Management across Canada’s Virtual Channels. Support clients through online, telephone, and chat channels.

Reporting to the Team Lead, Client Services and Trade Centre, you will facilitate trade instructions and respond to client inquiries. The role requires knowledge of mutual funds, bonds, equities, investment accounts, and applicable regulations. You will support MD representatives and prospective clients while meeting business objectives. Accuracy, compliance, and issue resolution remain central to daily work.

Key Responsibilities:

- Facilitate accurate real-time trading for mutual funds, equities, and fixed income
- Respond to online, telephone, and chat inquiries




- Monitor outstanding inquiries and resolve administrative issues
- Process forced sells according to overdraft policy
- Protect client interests during trade execution

Requirements:

- University degree in business, commerce, or equivalent
- Front-line contact centre or financial services experience
- Registered Representative approval with CIRO
- Life License or willingness to complete within twelve months
- Knowledge of trading policies and financial services regulations

Bring regulated trading knowledge, careful execution, and multi-channel client service to MD Financial Management’s Canadian operations.

📌 Trade Representative Client Services (Ottawa)
🏢 Scotiabank
📍 Ottawa