Investment Representative

2 weeks ago

Toronto, Canada Questrade Financial Group Full time

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 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 our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Hybrid and flexible work arrangements
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Investment Representative (IR) / Trade Desk Representative.
Could it Be You?
As a member of the Trade desk team, an Investment Representative (IR) is the primary and crucial first point of contact at the Questrade Trade desk contact center. An IR will be responsible for handling all inbound calls in relation to trade related topics, while delivering stellar quality and accuracy of information prioritizing a client-centric focus.

What’s it like working as an Investment Representative (IR) / Trade Desk Representative at Questrade?
As a licensed IR, you will have the opportunity to expand your knowledge and deal with various trade related topics such as equities, options, fixed income, precious metals, mutual funds, FX and more. If you are an effective problem solver, pay extreme attention to detail, a team player and hungry to learn, this is the opportunity for you.

Need more details? Keep reading...

**In this role, responsibilities include but are not limited to**:

- Delivering a superior client experience. Going above and beyond each call to ensure top client satisfaction.
- Becoming a product expert in all trade-related issues. Resolving any trade concerns in a professional manner. This will involve strong cross communication between multiple departments to ensure client issues are solved effectively.
- Becoming a go-getter. Looking for ways to enhance all client service experiences on the phone by ensuring processes are efficient and any issues are diligently dealt with and solved effectively.
- Paying extreme attention to detail. Assisting in entering client trade requests in the most diligent manner.
- Being collaborative. Communicating with various teams executing exchanges, technology support, risk and credit, settlements, and client services to ensure proper handling and success of client issues.
- Performing other duties as assigned.

So are YOU our next Investment Representative (IR) / Trade Desk Representative? You are if you
- Have minimum 1+ years related work experience in call center, preferably in a financial services environment
- Have extreme attention to detail
- Have broad investment product knowledge in Equities, Derivatives, Fixed Income, Mutual Fund, FX and more
- Understand firm risks, compliance requirements and limitations and understand what needs to be prioritized
- Are confident in taking ownership over any problems encountered and ensuring issues are resolved in a timely and effective manner
- Have strong ability to communicate effectively and precisely under unique circumstances
- Are able to set goals, and work independently
- Have stellar communication skills and can effectively solve any client issues
- Are willing to embrace unique circumstance and can easily and calmly navigate escalations by understanding the risks and knowing how to prioritize them
- Are solution-focused and able to work with many departments and Traders to develop strong product knowledge and future opportunities
- Are an IIROC licensed IR or have your CSC, CPH, and DFOL up to date

Good to know
They will also be required to successfully complete additional Canadian Securities Institute courses to satisfy IIROC standards, including the CSC, CPH and DFOL within the timeframe discussed with the Manager, Trade Desk and in accordance with Questrade’s Educational Assistance Policy.

Sounds like you? Click below to apply
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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You w

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