Job opportunity
Trade Representative Client Services
Scotiabank
Trade execution and client service define this Trade Representative opportunity with MD Financial Management across Canada’s Virtual Channels. Support clients through online, telephone, and chat channels.
Reporting to the Team Lead, Client Services and Trade Centre, you will facilitate trade instructions and respond to client inquiries. The role requires knowledge of mutual funds, bonds, equities, investment accounts, and applicable regulations. You will support MD representatives and prospective clients while meeting business objectives. Accuracy, compliance, and issue resolution remain central to daily work.
Key Responsibilities:
Facilitate accurate real-time trading for mutual funds, equities, and fixed income
Respond to online, telephone, and chat inquiries
Monitor outstanding inquiries and resolve administrative issues
Process forced sells according to overdraft policy
Protect client interests during trade execution
Requirements:
University degree in business, commerce, or equivalent
Front-line contact centre or financial services experience
Registered Representative approval with CIRO
Life License or willingness to complete within twelve months
Knowledge of trading policies and financial services regulations
Bring regulated trading knowledge, careful execution, and multi-channel client service to MD Financial Management’s Canadian operations.
#J-18808-Ljbffr
Apply on source site Reporting to the Team Lead, Client Services and Trade Centre, you will facilitate trade instructions and respond to client inquiries. The role requires knowledge of mutual funds, bonds, equities, investment accounts, and applicable regulations. You will support MD representatives and prospective clients while meeting business objectives. Accuracy, compliance, and issue resolution remain central to daily work.
Key Responsibilities:
Facilitate accurate real-time trading for mutual funds, equities, and fixed income
Respond to online, telephone, and chat inquiries
Monitor outstanding inquiries and resolve administrative issues
Process forced sells according to overdraft policy
Protect client interests during trade execution
Requirements:
University degree in business, commerce, or equivalent
Front-line contact centre or financial services experience
Registered Representative approval with CIRO
Life License or willingness to complete within twelve months
Knowledge of trading policies and financial services regulations
Bring regulated trading knowledge, careful execution, and multi-channel client service to MD Financial Management’s Canadian operations.
#J-18808-Ljbffr