Job Information
Scotiabank Customer Care Advisor - Investments in North York, Ontario
Customer Care Advisor - Investments
Requisition ID: 207134
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Being a Customer Care Advisor in Investments you will contribute to the overall success of the Specialized Wealth Management Department in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You will ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
Is this role right for you? In this role you will:
Making outbound calls to our existing customers regarding their investment accounts and providing high level customer service.
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Developing and maintaining a detailed knowledge base and understanding of assigned products, services and the various digital channels customers may choose to bank.
Accurately resolving customer problems falling within approved authority limits or referring the customer to the appropriate source as described in the Bank’s Complaint Resolution Standards and Procedures.
Recognizing and acting on opportunities for business retention and reinforcing the customer relationship with the Bank through the application of the Customer Experience Model.
Developing effective questioning skills conducive to gathering customer information accurately and comprehensively. This includes asking probing questions and listening, to ensure efficient call handling and call resolution
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
In the process or has the intention of obtaining their CSC (Canadian Securities Course), IFIC (Investment Funds Institute of Canada) and IFSE
Knowledge of the regulations and standards governing the mutual fund industry, including policies specific to Scotia Securities Inc. (SSI), the Mutual Fund Dealers Association (MFDA), considered an asset
Previous experience working in a customer service role or sales role
Strong communication, active listening and experience working in a fast paced results focused environment
Minimum High School Diploma or equivalent
Some Information You Might Want to Know:
Start Date: November 12, 2024
Office Location: 888 Birchmount Road
Hours of work: Tuesday-Friday 1pm-9pm and Saturday 10am-6pm
Expectations is to become fully licensed/accredited Mutual Fund Professional
What's in it for you?
From day one of your new career, you will enjoy:
Employee banking fees privileges
Pre-assigned allotted personal days to help with personal and cultural commitments
An extensive suite of customizable benefits
Opportunities for long term savings (employee share program, RRSPs, pension)
Access to thousands of internal learning courses
Global Tuition Program
Location(s): Canada : Ontario : North York
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.