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Market Leadership Opportunity in Customer Service

2 months ago

Vancouver, British Columbia, Canada Aviso Wealth Full time
About Aviso Wealth

Aviso Wealth 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. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.

Role Overview

We are seeking an experienced Supervisor to join our Qtrade Direct Investing team. As a key member of our leadership team, you will be responsible for leading a team of Investment Representatives, ensuring delivery of customer service excellence. This includes conducting quality service and trade accuracy reviews, coaching and development of your team members, identifying training & development opportunities, career growth opportunities, and recognizing and motivating your team.

Responsibilities
  • Cultivate a high-performing team of customer service-focused Investment Representatives
  • Develop and implement strategies to enhance customer experience and drive business results
  • Collaborate with Trade Control to address client issues and escalations
  • Work with other Qtrade Managers and Supervisors to align goals and deliverables
Requirements

To be successful in this role, you will require:

  • Registered as an IIROC Supervisor and Options Supervisor
  • Completion of the Professional Development and Compliance Requirements of each IIROC education cycle
  • 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 and Contact Centre best practices
  • Fluent communication skills in English; bilingual skills in French are an asset
What We Offer

We offer a competitive compensation package that rewards individual contributions, excellent health, dental, and insurance benefits, generous vacation time, fitness benefit, parental leave top-up options, matching contributions to our retirement program, commitment to continuous improvement through learning & development and education assistance programs, and regular social events to foster teamwork.

Salary Range

The estimated salary range for this position is between $80,000 - $90,000 CAD annually.