Investment Service Advisor in Toronto

Investment Service Advisor in Toronto

Toronto Full-Time 45000 - 55000 $ / year (est.) On-site
S

At a Glance

  • Tasks: Deliver exceptional service and solutions for investment and banking inquiries.
  • Company: Join Scotiabank, a leading financial institution with a strong customer focus.
  • Benefits: Competitive salary, flexible shifts, and opportunities for career advancement.
  • Other info: Be part of a dynamic team in a supportive work environment.
  • Why this job: Make a real difference in clients' financial journeys while growing your skills.
  • Qualifications: Knowledge of investment products and a customer-first mindset are essential.

The predicted salary is between 45000 - 55000 $ per year.

Scotiabank is seeking an Investment Service Advisor for its Scarborough Client Experience Centre. Bring financial services knowledge and strong customer communication.

This full-time Customer Care Advisor position supports clients across Canada with investment and banking needs.

You will deliver advice-based solutions, address account concerns, and help customers use products, services, and digital banking tools.

The role includes regulatory requirements, risk management standards, and collaboration with internal partners.

Key Responsibilities

  • Deliver exceptional service for investment and banking questions
  • Strengthen relationships by identifying customer needs
  • Provide solutions supporting clients' financial goals
  • Resolve concerns while following regulatory requirements
  • Contribute to a high-performing team environment

Requirements

  • Knowledge of investment products or wealth management
  • Understanding of mutual fund regulations and CIRO requirements
  • Customer-first approach with strong active listening skills
  • Experience in banking, financial services, or related environments
  • Flexibility for varied shifts, evenings, and Saturdays

Apply investment knowledge, customer-first communication, and regulatory awareness while serving Scotiabank clients from Scarborough.

Investment Service Advisor in Toronto employer: Scotiabank

Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.

S

Contact Details:

Scotiabank Recruitment Team

We think you need these skills to ace Investment Service Advisor in Toronto

Financial Services Knowledge
Customer Communication
Investment Products Knowledge
Wealth Management Understanding
Mutual Fund Regulations Knowledge
CIRO Requirements Awareness
Active Listening Skills