Aviso Wealth

Investment Representative, Bilingual

Aviso Wealth

full-time

Posted on:

Origin:  • 🇨🇦 Canada

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Salary

💰 CA$70,000 - CA$77,000 per year

Job Level

JuniorMid-Level

About the role

  • Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional manner
  • Support clients by managing the order flow for online trading from self-directed clients
  • Act as the primary contact for resolution of problems and complaints, initiate investigations, record details, refer departments and conduct follow-up
  • Keep current with market trends and news that may affect markets and clients’ investment decisions
  • Drive continuous improvement by identifying, suggesting and actively participating in process improvement
  • Understand and apply department operating policies and procedures
  • Report to the Manager, Online Trading and support Financial Advisors and clients across Canada

Requirements

  • Post secondary education preferred with an emphasis in business or economics, or an equivalent combination of education and experience
  • Completion of the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) is required
  • 1-3 years’ experience as an Investment Representative in Direct Investing supporting Client trade orders, Financial Advisor or an Associate Advisor (ideal)
  • 2-3 years’ related work experience in the financial services industry in a customer facing position or in a call centre
  • Options Licensing Course & Derivatives Fundamentals Course (DFOL) is an asset and required within 6 months of being hired
  • Securities registration as an Investment Representative within the past two years is ideal
  • Ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
  • Positive attitude, excitement regarding learning new tasks and skills, and adaptability to changing schedules
  • Fluent communication skills (written and spoken) in English and French are required