As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients’ assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre. As a licensed IR, you will execute trade orders on behalf of clients. You will provide prompt, accurate and professional service, while ensuring call quality standards and an exceptional level of customer service are maintained. You will respond to client inquiries, troubleshoot basic technical problems and research and resolve client problems. You will also introduce clients to additional service offerings by identifying and initiating cross-sell and referral opportunities.
Is this role right for you? In this role you will:
Actively promote and provide industry leading client service to every client, every time.
Adhere to and promote processes that ensure the effective and compliant delivery of outstanding client service.
Minimize potential risk and harm for the business.
Solidify existing Scotia iTRADE business and creates new business opportunities by initiating cross-sell and referral opportunities.
Contribute to the effective functioning of Scotia iTrade.
Required Skills
Do you have the required skills to be successful in this role? We’d love to work with you if you have:
Required Industry Courses
Location(s): Canada : Ontario : Ottawa
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