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Last updated: 1 hour ago

Bilingual Client Service Representative - Ottawa

MD Financial ManagementOttawa, ON, CA

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Detailed knowledge of MD Financial Management (MDFM) products and ... Show more

Signature Banker

ScotiabankOttawa, ON, CA

Consistently deliver the highest level of service and advice during all client interactions by:.Demonstrating a passion for engaging with professional clients, delivering exceptional client experie... Show more

Tax Administrator, Scotiatrust - Ottawa, ON

ScotiabankOttawa, ON, CA

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring s... Show more

 • New!

Team Lead -Business Banking - Greater Ottawa

ScotiabankOttawa, ON, CA

Lead and drive a client focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.Manage day-to-day sales operations and ac... Show more

Associate, Real Estate Banking - Ottawa

ScotiabankOttawa, ON, CA

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Contributes to the overall success of the Commercial Real Estate Banking team, ensuring specifi... Show more

Group Risk Manager

The Toronto-Dominion Bank (Canada)Ottawa, Ontario
Full-timeFull-time

Reporting to the Senior Manager Risk Marketplace – Core & Credit Platforms, Global Technology Solutions (GTS) the successful candidate will be an integral part of a Risk Marketplace team supporting... Show more

AML/ATF Officer

Alterna SavingsOttawa, ON, CA
CA$56,760.00–CA$70,000.00 yearlyCA$56,760.00–CA$70,000.00 yearly
Full-timeFull-time

The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted.Your recruiter will provide additional details about ... Show more

Bilingual Client Service Representative - Ottawa

Bilingual Client Service Representative - Ottawa

MD Financial ManagementOttawa, ON, CA
10 days ago
Job description

Is this role right for you?

In this role, you will:

  • Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
  • Detailed knowledge of MD Financial Management (MDFM) products and services will serve you well in initiating opportunities for cross-selling and referrals, and in the support of outbound campaigns.
  • Accountable for delivering a superior client experience – one predicated on building trusted relationships and collaborating with peers across the organization
  • Lead the identification and troubleshooting of web issues that require advanced technical support
  • Contribute to the overall success of the Client Services team by leading by example relative to the achievement of departmental goals, policy and procedure compliance and meeting or exceeded service level agreements
  • Accountable for developing and maintaining detailed knowledge relative to MD products and services
  • Maintain and monitor outstanding inquiries and issues, ensuring that established service level standards are met, and appropriate solutions are identified to address administrative errors/problems.
  • Actively identify and develop opportunities for client retention and lead generation
  • Capability to work independently and as part of a broader team
  • A high level of comfort in working in a high-paced environment with multiple and often competing priorities
  • A dedication to ongoing learning – not only related to financial product and industry knowledge, but also other concerns that may impact our clients
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
  • Actively pursues effective and efficient operations of their respective areas in accordance with
    Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.


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

  • University degree in business, commerce or equivalent
  • Front-line experience within a contact center environment preferably in the financial services industry
  • Completion of the Canadian Securities Course (CSC) is considered an asset
  • Ability to communicate fluently in both of Canada’s official languages; Excellent oral and written communication skills.

What's in it for you?


The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers.
Your career matters! You will have access to career development and progression opportunities.
An inclusive working environment that encourages creativity, curiosity, and celebrates success!
You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as
Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one!
You will relish work-life balance, team events, and opportunities to participate in the community.