Posted 24 days ago
Bilingual Client Service Representative - Ottawa
@ Scotiabank
Ottawa, Ontario
Overview
Scotiabank is hiring a bilingual Client Service Representative in Ottawa for its Virtual Channels, Wealth Services team. The role answers client phone, email and chat inquiries in both official languages, handles online registration, password resets and account deactivation, and supports cross-selling of MD Financial Management products.
Responsibilities:
- Répondre aux demandes des clients par téléphone, courriel et clavardage
- Effectuer les inscriptions en ligne, réinitialisations de mots de passe et désactivations de comptes
- Repérer les occasions de vente croisée et de référencement
- Assurer le suivi des demandes et respecter les normes de service
Requirements summary:
- Diplôme universitaire en administration des affaires, commerce ou équivalent
- Expérience de première ligne en centre de contacts, idéalement en services financiers
- Maîtrise de l'anglais et du français à l'oral et à l'écrit
- Un atout : Cours canadien sur les valeurs mobilières (CSC)
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · successfactors
- Employer posting date
- 2026-10-13
- First seen by our source
- 2026-10-14
- Source record updated
- 2026-11-07
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | Canadian Securities Course |
| Education | Bachelor’s degree (required) |
| Fields of study | Business, Commerce |
| Perks mentioned | Retirement plan, Performance bonus, Stock or equity |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Scotiabank
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
- LinkedIn followers
- 1,518,101
- People associated on LinkedIn
- 91,736
- Reported office locations
- 40 King St W, Toronto, Ontario M5H, CA
- Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX
- Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
- Business categories
- Finance
- Banking
- Asset Management
- Financial Services
- Other recorded names
- Scotiabank
- Specialties
- Banking
- Wealth Management
- Investment Banking
- and Technology
- Profile identifies a recruitment agency
- No
- Reported total investment
- 1,066,913,622
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | BankingWealth ManagementInvestment Bankingand Technology |
| Open jobs on Jobsy | 864 |
| View page |
Requisition ID: 275921
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Contributes to the overall success of the Virtual Channels, Wealth Services in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business targets and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures Reporting to the Manager, Client Services, as a Client Service Representative, you will be responsible for responding to and providing timely and efficient resolution to client telephone, email, and online chat inquiries in both official languages. Your role will also involve performing online registration, password resets and account deactivation ensuring strict adherence to both MD security protocols and client confidentiality.
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.
Location(s): Canada : Ontario : Ottawa
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, please click here. 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.
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