Supervisor, Trading, Qtrade, Contact Center
4 weeks ago
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Supervisor, Trading, Qtrade, Contact Center to join our Qtrade Direct Investing team.
Reporting to the Senior Manager, Client Solutions, the Supervisor is responsible for leading the Qtrade Investment Representatives (IR), ensuring delivery of customer service excellence. This includes conducting quality service and trade accuracy reviews, coaching and development of your team of IRs, identifying training & development opportunities, career growth opportunities as well as ensuring recognition and motivation of your team. You will work alongside other Qtrade Managers and Supervisors to ensure the Qtrade team is aligned on goals and deliverables. This is a critical role in helping Qtrade to maintain, and improve, our reputation for great customer service.
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.
- Execution – You are committed to achieving your goals. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. 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.
- Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance.
What your day looks like:
- Cultivate a team of customer service experience Investment Representative superstars.
- Help to ensure that people know how they are doing, and that the effort being measured supports the goals of the organization.
- Coach and develop the team through regular discussions with a balanced scorecard approach using tools such as KPI’s, company values, quality monitoring, and peer feedback.
- Champion a continuous improvement service philosophy.
- Work with Trade Control to reach out to clients who encounter issues or who escalate.
Your experience and skills:
- Registered as an IIROC Supervisor and Options Supervisor.
- Minimum 3 years of high performing experience as an Investment Representative/frontline trade contact centre role.
- Ideally 2 years of experience as a supervisor.
- Strong Market knowledge – trading systems, order management, corporate actions.
- Coaching and people management skills.
- Excellent customer service skills.
- Fluent communication skills in English are required and bilingual skills in French are an asset.
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.
- Excellent health, dental and insurance benefits.
- Generous vacation time, fitness benefit, parental leave top-up options.
- Commitment to the continuous improvement of our staff through learning & development.
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. Our clients include our partners, advisors, and investors.
Salary
This position is posted with an expected salary range of $70,000 - $85,000 CAD annually.
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