Financial Services Representative

1 week ago


Toronto, Ontario, Canada Aviso Wealth Full time

At Aviso Wealth, we are dedicated to delivering exceptional financial services. As a leading wealth management organization, we pride ourselves on our commitment to innovation, partnership, responsibility, and community. Our team is comprised of talented professionals who exemplify our values every day, creating a dynamic and inclusive culture that rewards excellence and celebrates success.

The Opportunity:

We are seeking an experienced Financial Services Representative to join our Contact Centre team. This role will be responsible for providing exceptional customer service, supporting clients with their investment needs, and promoting our range of financial products and services. The ideal candidate will have a strong passion for helping others, excellent communication skills, and the ability to work in a fast-paced environment.

Key Responsibilities:

Customer Service

Respond to client inquiries via telephone, email, or chat in a timely and professional manner, ensuring a high level of customer satisfaction.

Product Support

Provide expert advice and guidance to clients on our investment products and services, including Qtrade Direct Investing (QDI) and Qtrade Guided Portfolios.

Continuous Improvement

Identify opportunities for process improvements and suggest solutions to enhance the client experience.

Requirements:

To be successful in this role, you will require:

  • 3+ years of experience in a financial services environment
  • Strong knowledge of investment products and services
  • Excellent written and verbal communication skills
  • A positive attitude and enthusiasm for learning new skills
  • Fluency in English and French

Benefits:

As a valued member of our team, you can expect:

  • A competitive salary range of $64,000 - $79,000 CAD annually
  • An excellent benefits package, including health, dental, and insurance coverage
  • Generous vacation time and parental leave top-up options
  • Matching contributions to our retirement program
  • Comprehensive training and development programs to support your career growth

About Us:

Aviso Wealth is a leading wealth management and investment services provider in Canada, serving over 1,000 employees and managing over $130 billion in assets under administration and management. We are committed to empowering individuals and organizations to achieve their financial goals through innovative products and services.



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