At a Glance
- Tasks: Support clients with real-time trade instructions and respond to inquiries via phone, chat, and online.
- Company: Join Scotia Wealth Management, a leader in financial services.
- Benefits: Enjoy competitive pay, flexible hours, and opportunities for growth.
- Other info: Fast-paced environment with a focus on client satisfaction and teamwork.
- Why this job: Be part of a dynamic team making a difference in clients' financial journeys.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 47250 - 57750 $ per year.
Scotia Wealth Management in Ottawa is seeking a Trade Representative to support the Virtual Channels and Wealth Services team. You will facilitate real-time trade instructions for mutual funds, equities and fixed income, respond to online, phone and chat inquiries, and help ensure accurate administration of client transactions.
You will work in a fast-paced environment, emphasize client satisfaction, maintain knowledge of MD products, market conditions and trading policies, and comply with company regulations.
Wealth Trade Specialist – Real-Time Client Support in Ottawa employer: Scotia Wealth Management
Scotia Wealth Management is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. With a strong focus on employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly enhance the advisor experience and client outcomes, making a meaningful impact in the wealth management sector.
