Aviso Wealth

Bilingual Investment Representative

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 CA$70,000 - CA$80,000 per year

About the role

  • Respond to inquiries about Qtrade Investor's products and services by phone or email in an efficient, compliant, courteous and professional manner
  • Accept orders for transmission, ensuring commissions and currency conversion fees are calculated and perform any other relevant calculations quickly and accurately
  • Before executing a client's order, obtain all necessary authorizations, be aware of any special conditions, and liaise with the appropriate department as required
  • Facilitate the account documentation process by discussing requirements with the client and ensuring that the appropriate forms are completed
  • Maintain comprehensive knowledge of the operations and conventions of relevant stock and options exchanges and be proficient in the information systems that support Qtrade Investor's services
  • Stay informed about trends and news that could affect markets and clients' investment decisions
  • Have a solid understanding of the fundamentals and techniques of securities support services and related services — such as trade settlement procedures, trading desk activities, corporate reorganization issues, credit and trading — and be able to assess individual situations and obtain the necessary authorizations
  • Maintain thorough knowledge of all relevant compliance issues as well as applicable policies and procedures of regulatory and governmental bodies
  • Identify and report administrative issues and provide recommendations to improve service quality
  • Act as the primary client contact for problem and complaint resolution by conducting investigations, recording data, consulting the relevant department and performing appropriate follow-up
  • Meet or exceed the department's productivity targets

Requirements

  • University degree in Business or Economics, or an equivalent combination of education and experience, an asset
  • Canadian Securities Course and the Conduct and Practices Handbook course required
  • Introduction to Derivatives and Options Trading courses are an asset at hire and required within six months of employment
  • Three years of related work experience in the financial services industry
  • Registration as an Investment Representative within the past two years, an asset
  • Strong problem-solving skills and the ability to defuse difficult situations quickly
  • Ability to prepare accurate, clear and concise written documentation
  • Excellent customer service skills
  • Strong knowledge of market mechanics
  • Excellent communication skills in both French and English required
Benefits
  • Competitive compensation program that rewards and recognizes individual contributions
  • Comprehensive health, dental and top-tier insurance benefits to meet the diverse needs of our employees
  • Generous vacation, health and wellness benefits, and enhanced parental leave options
  • Additional employer contributions to our retirement plan
  • Commitment to continuous employee development through learning and development programs and a training support program
  • Regularly organized social events to promote team building
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
securities support servicestrade settlement procedurestrading desk activitiescurrency conversionorder transmissioncompliance knowledgemarket mechanicsdocumentation preparationproblem resolutiondata recording
Soft Skills
problem-solvingcustomer servicecommunicationcourtesyprofessionalisminvestigationrecommendationorganizationalinterpersonaladaptability
Certifications
University degree in BusinessUniversity degree in EconomicsCanadian Securities CourseConduct and Practices Handbook courseIntroduction to Derivatives courseOptions Trading courseInvestment Representative registration