Wealth Trade Specialist – Real-Time Client Support

Wealth Trade Specialist – Real-Time Client Support

Full-Time On-site
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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

Wealth Trade Specialist – Real-Time Client Support 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.

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Contact Details:

Scotia Wealth Management Recruitment Team