Financial Industry Professional

3 weeks ago

Toronto, Ontario, Canada Aviso Wealth Full time

Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. As a key player in the industry, we are committed to innovation, leadership, partnership, responsibility, and community. Our dynamic culture and talented professionals set us apart from other companies. If you're looking for a challenging and rewarding career, learn more about what Aviso Wealth has to offer.

The Opportunity:

We're seeking an exceptional Bilingual Investment Representative to join our Contact Centre team. As a passionate enabler of financial freedom, you will be responsible for providing caring, informative, supportive, accurate, and timely service to our clients. We lead by example in all interactions and constantly look for new ways to improve our customer experience. You will work collaboratively with your colleagues, take ownership, and pride in supporting not only our internal community but also the communities we operate in.

We hire individuals who love to help others, understand what drives them, and are kind, curious, and comfortable operating in ambiguity. We value people who believe that service should be easy for both employees and customers. We seek individuals who can find positives even in difficult times. This role requires dedication, but you will be supported and rewarded. We respect our team members and strive to be the best service experience in the world.

As a Bilingual Investment Representative, you will be responsible for ensuring our customers receive exceptional service from knowledgeable and passionate representatives. People who are hardworking, sincere, and interested in helping customers are perfect fits for this role. If this sounds like you, please continue reading.

Responsibilities:

You will respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services efficiently, compliantly, courteously, and professionally. You will manage order flow for online trading from self-directed clients and act as their primary contact for problem resolution and complaints. You will keep current with market trends and news items affecting markets and client investment decisions. You will drive continuous improvement by identifying, suggesting, and actively participating in process improvements. You will apply department operating policies and procedures effectively.

Requirements:

You must be able to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks. You should have a positive attitude and excitement regarding learning new tasks and skills to adapt to changing environments. Strong written and verbal communication skills, fluent in both English and French, are essential. Post-secondary education with an emphasis on business or economics, or equivalent combination of education and experience, is preferred. Completed Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) certifications are required. Options Licensing Course & Derivatives Fundamentals Course is an asset and should be completed within 6 months of employment. Three years' related work experience in the financial services industry is necessary. Securities registration as an Investment Representative within the past two years is an asset. Adaptability is crucial as our hours and schedules may change.

What sets Aviso Wealth apart?

We offer a competitive compensation package that rewards individual contributions. Excellent health, dental, and insurance benefits cater to diverse employee needs. Generous vacation time, fitness benefits, parental leave top-up options, matching retirement program contributions, and commitment to ongoing staff development through learning & development and an education assistance program make us an attractive employer. Regular social events foster teamwork and collaboration.

We welcome applications from all qualified individuals, including those with disabilities. If accommodations are needed during the hiring process, we will work with you to meet those needs.

This position offers a salary range of $64,000-$79,000 CAD annually. Individual compensation packages are based on factors unique to each candidate and the position's requirements.

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