Investment Representative, Bilingual

Aviso Wealth

Bilingual Investment Representative at Aviso Wealth managing clients' online trading requests. Responsible for providing client support and ensuring trade execution complies with regulations.

Posted 5/26/2026full-timeMontreal • 🇨🇦 CanadaMid-LevelSenior💰 CA$68,000 - CA$78,000 per yearWebsite

About the role

Key responsibilities & impact

Respond to inquiries about Qtrade Investor products and services by phone or email in an efficient, compliant, courteous and professional manner
Accept orders for transmission, carefully calculating commissions and conversion fees and performing any other relevant calculations quickly and accurately
Before executing a client’s order, obtain all necessary authorizations, remain 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 the appropriate forms are completed
Maintain in-depth knowledge of the operations and conventions of relevant stock and options exchanges and be proficient with the information systems that support Qtrade Investor services
Stay informed of trends and news that may affect the markets and clients’ investment decisions
Have a solid understanding of the fundamentals and techniques of securities support services and related functions—such as trade settlement procedures, back-office securities activities, share reorganization issues, margin and trading—and be able to assess individual situations and obtain required authorizations
Maintain thorough knowledge of all relevant compliance matters as well as applicable regulatory and government policies and procedures
Identify and report administrative issues and provide recommendations to improve service quality
Act as the primary client contact for resolving issues and complaints by conducting investigations, recording data, consulting the appropriate department and following up as needed
Meet or exceed departmental productivity targets

Requirements

What you’ll need

University degree in business or economics, or an equivalent combination of education and experience, considered an asset
Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), or the Canadian Investment Regulatory Exam (CIRE), is required
Completion of the Options Licensing and Basic Knowledge of Derivatives course (DFOL) or the Derivatives exam is an asset and must be completed within six months of hire
Three years of related work experience in the financial services sector
Registration as an Investment Representative within the past two years is an asset
Strong problem-solving skills and the ability to de-escalate difficult situations quickly
Ability to prepare accurate, clear and concise written documentation
Excellent customer service skills
In-depth knowledge of market mechanics
Excellent communication skills in both French and English required

Benefits

Comp & perks

A competitive compensation program that rewards and recognizes individual contributions
Comprehensive health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation, wellness and fitness benefits, and additional parental leave options
Supplementary contributions to our retirement program
A commitment to continuous employee development through learning and development initiatives and a tuition support program
Regularly organized social events to promote teamwork

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

trade settlement proceduresback-office securities activitiesshare reorganization issuesmargin tradingcalculating commissionsconversion feessecurities support servicesfinancial analysismarket mechanicsdocumentation preparation

Soft Skills

problem-solvingde-escalationcustomer servicecommunicationinvestigationdata recordingrecommendationcourtesyprofessionalismefficiency

Certifications

Canadian Securities Course (CSC)Conduct and Practices Handbook (CPH)Canadian Investment Regulatory Exam (CIRE)Options Licensing and Basic Knowledge of Derivatives course (DFOL)