Investment Associate, Scotia iTRADE - Montreal, QC

Requisition ID: 250793 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Investment Associate will provide day-to-day customer services and trading support for our High Value clients. The incumbent will be responsible for interacting with these clients on an advanced level to respond to inquiries on an ongoing basis, ensuring clients are consistently provided an exceptional experience. The incumbent will respond to inquiries related to Scotia iTRADE accounts, including troubleshooting advanced technical problems, providing product and service literature upon request, and researching inquiries.

The incumbent will also be responsible for spotting business/sales opportunities within their daily interaction. As such growth of client assets and new accounts will be key accountabilities for the Investment Associate. 

The incumbent will proactively adhere to the business line strategy of promoting an...

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