Client-Focused Investment Representative

Join Scotia iTRADE as an Investment Representative in Montreal and enhance your client service skills while addressing investment inquiries. Work in a supportive contact center environment that values results.

In this impactful role, you will be the first point of contact for clients, presenting Scotia iTRADE’s array of investment services. Your proactive engagement and expert knowledge will foster lasting relationships. This position emphasizes continuous improvement and personal development through structured training aimed at boosting your career in finance.

Key Responsibilities:
• Deliver outstanding service for client inquiries
• Manage customer experiences with problem-solving skills
• Comply with team policies to ensure effectiveness
• Offer investment solutions tailored to client needs
• Engage actively within your team for collaboration

Requirements:
• Strong knowledge of investment products and process...