Investment Representative
6 months ago
**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
-
Leasing Representative
4 weeks ago
Toronto, Canada Epic Investment Services Full timeEpic Investment Services is seeking a Leasing Representative who will report to the Vice President, Leasing, and will work closely with the Leasing Team at Epic on GTA assets. The Leasing Representative will be part of a driven and collaborative team, while receiving the mentorship, knowledge, and experience to develop the skills that will build an...
-
Financial Services Representative in Investments
4 weeks ago
Toronto, Ontario, Canada National Bank Full timeA career as a Financial Services Representative in Investments at National Bank is an opportunity to make a positive impact for our clients.In this role, you'll work closely with our Financial Planners to support their administrative investment activities, while contributing to business development initiatives.Key Responsibilities:Support Financial Planners...
-
Toronto, Ontario, Canada Leith Wheeler Investment Counsel Ltd. Full timeJob Description We are seeking an experienced Software Architect to join our team at Leith Wheeler Investment Counsel Ltd. as a key member of our technology department. Key Responsibilities:Design, develop, and implement medium to small software applications and integrations using micro service architecture to implement web services or APIs.Develop...
-
Bilingual Investment Representative
6 months ago
Toronto, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We are looking for a Bilingual 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 Bilingual Investment Representative is responsible...
-
Leasing Representative
4 weeks ago
Toronto, Canada Epic Investment Services Full timeReporting to the Vice President, Leasing, the Leasing Representative will work closely with the Manager, Legal & Lease Documentation as well as Leasing Team at Epic. - Your Responsibilities: - Maintain/establish strong relationships and ongoing contact with brokers, existing tenants and prospective tenants through meetings, luncheons, presentations, etc. -...
-
Investment Banking Service Representative
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeJob DescriptionWe are seeking a highly skilled Investment Banking Service Representative to join our team. As an Investment Banking Service Representative, you will be responsible for providing exceptional customer service to our clients through email and chat communication channels.Main ResponsibilitiesRespond to client inquiries efficiently and...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to GrowthType: Hybrid Model (1 day in the office)Location: Downtown TorontoContract roles with potential for permanent employmentNov 2024 - April 30th, 2025Salary: 25 per hourIndustry: Financial Services / ClearingThe Company and The Role:Our client, an expanding Investment firm with a rapidly growing clearing...
-
Investment Representative
6 months ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Investment Representative
4 months ago
Toronto, Canada Questrade Financial Group Full timeInvestment Representative (IR) / Trade Desk Representative (hybrid) 5700 Yonge St, North York, ON M2M 4K2, Canada Req #2848 Wednesday, August 14, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to GrowthType: Hybrid Model (1 day in the office)Location: Downtown TorontoContract roles with potential for permanent employmentNov 2024 - April 30th, 2025Salary: 25 per hourIndustry: Financial Services / ClearingThe Company and The Role:Our client, an expanding Investment firm with a rapidly growing clearing...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to GrowthType: Hybrid Model (1 day in the office)Location: Downtown TorontoContract roles with potential for permanent employmentNov 2024 - April 30th, 2025Salary: 25 per hourIndustry: Financial Services / ClearingThe Company and The Role:Our client, an expanding Investment firm with a rapidly growing clearing...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to Growth Type: Hybrid Model (1 day in the office) Location: Downtown Toronto Contract roles with potential for permanent employment Nov 2024 - April 30th, 2025 Salary: 25 per hour Industry: Financial Services / Clearing The Company and The Role: Our client, an expanding Investment firm with a rapidly growing...
-
Old Toronto, Canada Leith Wheeler Investment Counsel Ltd. Full timeWe are a leading investment counsel firm, headquartered in Vancouver with offices in Calgary and Toronto. Our team manages over $23 billion of assets on behalf of clients across Canada.About the Role:This is a hands-on delivery role within a multi-disciplinary technical and business team; and can be based out of Toronto.The estimated salary range for this...
-
Investment Associate
3 weeks ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Investment Associate** **Location**: This position will be based out of our Toronto Office, 10 Alcorn Ave. Suite 300, Toronto ON. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc.,...
-
Toronto, ON, Canada Dean Group Full time12 Investment Operations Representatives Due to Growth Type: Hybrid Model (1 day in the office) Location: Downtown Toronto Contract roles with potential for permanent employment Nov 2024 - April 30th, 2025 Salary: 25 per hour Industry: Financial Services / Clearing The Company and The Role: Our client, an expanding Investment firm with a rapidly...
-
Toronto, ON, Canada Dean Group Full time12 Investment Operations Representatives Due to Growth Type: Hybrid Model (1 day in the office) Location: Downtown Toronto Contract roles with potential for permanent employment Nov 2024 - April 30th, 2025 Salary: 25 per hour Industry: Financial Services / Clearing The Company and The Role: Our client, an expanding Investment firm with a rapidly...
-
Financial Services Representative in Investments
2 months ago
Toronto, Canada National Bank Full timeAttendance On-Site Job number 23010 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-Oct-2024 Location: Toronto, Ontario City Toronto Province/State Ontario Area of Interest: Advisory services, Personal banking A career as Financial Services Representative in Investments at...
-
Financial Services Representative in Investments
3 weeks ago
Toronto, Canada National Bank Full timeAttendance On-Site Job number 23010 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-Oct-2024 Location: Toronto, Ontario City Toronto Province/State Ontario Area of Interest: Advisory services, Personal banking A career as Financial Services Representative in Investments at...
-
Investment Negotiator
6 months ago
Toronto, Canada EssenceMediacom Full time**Job Title: Investment Negotiator** EssenceMediacom is a global communications agency leading with breakthrough thinking, building explosive growth for brands, and helping our clients see the bigger picture. Our daring global network of 10,000 communications experts help our clients breach traditional boundaries in media, uncover novel ideas, and unleash...
-
Investment Associate
6 months ago
Toronto, Canada BMO Financial Group Full time4881 Yonge Street, 9th Floor Toronto Ontario,M2N 5X2 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains...
