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Investment Representative

2 months ago

Toronto, Canada Aviso Wealth Full time

**Aviso Wealth**:
**The Opportunity**:
We are looking for an Investment Representative to join our Service Centre team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Reporting to the Manager, Online Trading, the Investment Representative is responsible for supporting our clients by managing the order flow for online trading from our self-directed clients.

**Who you are**:

- **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

**What your day looks like**:

- Accept orders for transmission by quickly and accurately calculating all relevant commissions, conversions, and calculations
- Prior to executing a client order, obtain all authorizations and maintain an up-to-date awareness of special conditions and liaise with the appropriate department as required
- Facilitate the account documentation process through discussion with the client ensuring appropriate documents are completed
- Maintain extensive knowledge of the workings and conventions of the relevant stock and options exchanges and master the information systems which support QI
- Keep current with market trends and news items which may affect markets and impact client’s investment decisions
- Maintain a full understanding of the fundamentals and techniques of a securities back-office and related departments such as trade settlement procedures, cage activities, stock reorganization issues, credit and trading coupled with the ability to assess individual situations and obtain necessary authorizations
- Maintain in-depth knowledge of all relevant issues of compliance and the relevant policies and procedures of regulatory and government agencies
- Identify and report administrative problems and provide recommendations to improve service quality
- 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
- Meet or exceed the productivity goals of the department

**Requirements**:
**Your experience and skills**:

- University degree is preferred with an emphasis in business or economics, or an equivalent combination of education and experience
- CSC course and CPH is required
- Options Licensing Course & Derivatives Fundamentals Course is an asset and is required within 6 months of being hired
- Three years’ related work experience in the financial services industry
- Securities registration as an Investment Representative within the past two years is an asset
- Strong problem solving skills with the ability to quickly diffuse difficult situations
- Proficiency in completing accurate, clear, and concise documentation
- Strong customer service skills
- Complete familiarity with market mechanics
- Fluent communication skills in English are required and bilingual skills in French are an asset

**Benefits**

**Why Aviso Wealth?**

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- 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

**Equal Employment Opportunity**

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

**Company Overview**:
**Salary

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