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About the Role

As a Customer Care Advisor - Investments, you will be the voice of Scotiabank, delivering exceptional service to clients across Canada. You will support customers with investment and banking inquiries, provide advice-based solutions, resolve account concerns, and help clients make the most of Scotiabank's products, services, and digital banking tools. Working in a fast-paced Client Experience Centre environment, you will build meaningful customer relationships while adhering to regulatory requirements, risk management standards, and Scotiabank's commitment to service excellence.

Responsibilities

Deliver exceptional customer service by supporting clients with investment and banking-related inquiries.
Build and strengthen customer relationships by identifying needs and providing suitable solutions that support their financial goals.
Resolve customer inquiries accurately while adhering to regulatory requirements, policies, and service standards.
Collaborate with internal partners to deliver a seamless customer experience and contribute to a high-performing team environment.

Requirements

English proficiency with strong verbal and written communication skills.
Experience in customer service, banking, financial services, contact centres, or a related environment.
Strong problem-solving, active listening, and relationship-building skills with a customer-first mindset.
The ability to navigate multiple systems, manage competing priorities, and thrive in a fast-paced environment.
Investment Funds in Canada (IFIC) certification, Canadian Securities Course (CSC), or a willingness to obtain licensing as required.
Knowledge of investment products, wealth management, or financial services.
Understanding of mutual fund industry regulations and CIRO requirements is an asset.

Skills

Customer service
Banking
Financial services
Contact centres
Problem-solving
Active listening
Relationship-building
Customer-first mindset
Navigating multiple systems
Managing competing priorities
Thriving in a fast-paced environment
Investment Funds in Canada (IFIC) certification
Canadian Securities Course (CSC)
Investment products knowledge
Wealth management knowledge
Financial services knowledge
Mutual fund industry regulations understanding
CIRO requirements understanding

Location

888 Birchmount Road, Scarborough
Canada : Ontario : Scarborough

Work Type

Full-Time (37.5 hours per week)
Onsite

Benefits

Bonus eligibility
Vacation
Personal and sick days
Comprehensive benefits starting on day one
Ongoing learning through training, coaching, online courses, tuition assistance, and cross-functional development opportunities

About the Company

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.

Equal Opportunity

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.