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

As an Online Service Specialist, you are the primary point of contact for our clients, and a vital ambassador for Scotia Wealth Management. Our comprehensive training program, combined with your skills and experience, will equip you to deliver prompt, accurate, and professional service that meets our high standards of quality and client satisfaction. You will also actively promote our client-focused culture by providing exceptional customer service, specifically assisting clients in navigating, and gaining access to Scotia Online. Please note that this role does not involve providing any form of financial advice.

Is this role right for you? In this role you will:

• Assist high net worth Scotia Wealth Management clients in navigating and gaining access to Scotia Online
• Resolve client telephone inquiries promptly and effectively
• Use discretion and problem-solving skills to meet client needs
• Contribute to the functionality of the Scotia Wealth Service Center by adhering to goals, policies, and procedures
• Recognize and initiate opportunities for process improvements and enhanced client support experiences
• Foster a culture of communication, participation, and collaboration within your team
• Call recording and documentation required within established technologies and team databases
• Provide reporting to management team on key performance indicators on an Ad hoc basis
• Remain current on Scotia Wealth online platforms and functionality including Scotia Online, Mobile App

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• 2-4 years of industry experience, including experience in similar client servicing roles
• Strong knowledge of online banking and digital platforms
• Attention to detail and the ability to recognize risk to the firm
• The ability to work independently and set and achieve your own goals
• Strong interpersonal and communication skills with clients and colleagues
• Positive attitude and eagerness to learn new tasks and skills
• Time-management and prioritization skills to ensure optimal telephone coverage
• Completion of the Canadian Securities Course (CSC) is preferred
• Post-secondary education in Commerce, Business, or Financial Planning (preferred)
• Fully bilingual, verbal, and written language skills, in both English and French is required

Benefits of Joining Our Team

• Opportunities for career advancement within the Scotia Wealth Management Service Centre or other Scotiabank departments
• Access to personal growth and development resources provided by Scotiabank
• Build relationships with colleagues across Scotia Wealth Management and other departments
• Be part of a culture that values inclusion, diversity, and potential