Investment Representative

Aviso Wealth

Investment Representative supporting Qtrade Direct Investing services through inquiries via phone, email, or chat. Ensuring exceptional service while managing order flow from self-directed clients in a hybrid work environment.

Posted 6/5/2026full-timeToronto • 🇨🇦 CanadaJunior💰 CA$68,000 - CA$78,000 per yearWebsite

About the role

Key responsibilities & impact

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 our clients by managing the order flow for online trading from our self-directed clients
Act as the primary contact with the client with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant department and conducting appropriate follow-up
Keep current with market trends and news items which may affect markets and impact client’s investment decisions
Drive continuous improvement by identifying, suggesting and actively participating in process improvement
Understand and apply department operating policies and procedures

Requirements

What you’ll need

Post secondary education is 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) or Canadian Investment Regulatory Exam (CIRE) is required
1-3 years’ experience as an Investment Representative in Direct Investing supporting Client trade orders, Financial Advisor or an Associate Advisor is 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) or Derivatives Exam is an asset and is required within 6 months of being hired
Securities registration as an Investment Representative within the past two years is ideal
The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
A positive attitude and excitement regarding learning new tasks and skills to keep up with changing environments / duties
Being able to adapt to change is important as our hours can change, and so can your schedule
Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

order managementclient trade ordersinvestment representationcustomer servicefinancial advisingmarket analysisprocess improvementproblem resolutioncompliancetrading

Soft Skills

communicationadaptabilitypositive attitudecourtesyprofessionalisminvestigative skillsfollow-upteam collaborationtime managementcustomer focus

Certifications

Canadian Securities Course (CSC)Conduct and Practices Handbook (CPH)Canadian Investment Regulatory Exam (CIRE)Options Licensing CourseDerivatives Fundamentals Course (DFOL)Securities registration