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OLB Investment Representative – Toronto, ON


This is a Contract position in Toronto, ON posted October 10, 2020.




Requisition ID: 86795


Join the Global Community of Scotiabankers to help customers become better off.


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 a High Net Worth Representative:

You are the primary point of contact for high net worth 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 high net worth 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

Successfully completed CSC, CPH, and DFOL licenses
1-2 years of work experience in a brokerage or Contact Centre
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

Nice to Have

Completed post-secondary education in Commerce/Business, or Financial Planning
Banking knowledge and/or experience
Fluent in other languages (i.e. Cantonese, Mandarin, or French)

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
Employment Details:

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

The Scotia iTRADE Contact Centre is open 8am-8pm Monday to Friday. Due to the nature of a contact centre environment, flexibility to work evening shifts is required.


Location(s):  Canada : Ontario : Toronto 

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.


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. 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.