Job opportunity
Scotia iTRADE Sales Associate
Scotiabank
Manage Scotia iTRADE client onboarding through telephone and email while pursuing new brokerage accounts and relationship growth in Canada. Toronto, Ottawa, or Montreal work locations apply.
The Sales Associate supports Scotiabank’s Sales & Partnerships team and delivers individual goals aligned with business strategies. You will handle account openings, brokerage transfers, client inquiries, and complaints while providing personalized experiences. The work requires regulatory compliance, risk awareness, and effective collaboration with Bank partners.
Key Responsibilities:
Manage inbound calls and emails from existing and new clients
Acquire online brokerage accounts and deliver seamless onboarding experiences
Execute outbound calling strategies supporting agreed growth objectives
Resolve inquiries, concerns, and complaints within established procedures
Process client requests, transactions, and onboarding efficiently
Requirements:
University degree or equivalent work experience
Fluency in English and Cantonese
Outbound sales contact centre experience
Minimum five years’ sales, relationship, or account management experience
Microsoft Office, Salesforce, and related CRM experience
Bring client onboarding, sales communication, and relationship management expertise to Scotia iTRADE’s Sales & Partnerships team.
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Apply on source site The Sales Associate supports Scotiabank’s Sales & Partnerships team and delivers individual goals aligned with business strategies. You will handle account openings, brokerage transfers, client inquiries, and complaints while providing personalized experiences. The work requires regulatory compliance, risk awareness, and effective collaboration with Bank partners.
Key Responsibilities:
Manage inbound calls and emails from existing and new clients
Acquire online brokerage accounts and deliver seamless onboarding experiences
Execute outbound calling strategies supporting agreed growth objectives
Resolve inquiries, concerns, and complaints within established procedures
Process client requests, transactions, and onboarding efficiently
Requirements:
University degree or equivalent work experience
Fluency in English and Cantonese
Outbound sales contact centre experience
Minimum five years’ sales, relationship, or account management experience
Microsoft Office, Salesforce, and related CRM experience
Bring client onboarding, sales communication, and relationship management expertise to Scotia iTRADE’s Sales & Partnerships team.
#J-18808-Ljbffr