Financial Trader Specialist
6 days ago
Aviso Wealth is a leading wealth management and investment services provider, offering comprehensive solutions for the Canadian financial industry.
About the RoleWe are seeking an experienced Financial Trader Specialist to join our Trading team. This individual will be responsible for executing daily Mutual Fund trade orders, supporting Portfolio Managers, and maintaining high levels of client service satisfaction.
Key Responsibilities- Execute trades and cancellation orders via FundSERV and Dataphile systems
- Support and resolve escalated complaints, disputes, or issues related to client accounts or system malfunctions
- Maintain accurate client demographics information with fund companies for proper tax reporting
- Collaborate with various departments to identify process improvements and implement changes to enhance productivity and profitability
To be successful in this role, you will require:
- Post-secondary education
- 5-10 years of experience in the Investment Industry, with a good understanding of Mutual Fund Investments
- Successful completion of the CSC & CPH or the IFIC certification
- Understanding of FundSERV N$M settlements and various Mutual Fund Products
- Strong computer skills, proficiency in FundSERV, myserv, Broadridge, MS Word, Excel, and Outlook
Aviso Wealth offers a dynamic and inclusive culture that rewards innovation and celebrates success. Our benefits package includes competitive compensation, excellent health and dental benefits, generous vacation time, and a commitment to continuous learning and development.
This position is posted with an expected salary range of $85,000 - $105,000 CAD annually, based on qualifications and experience.
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