Financial Services Professional

2 weeks ago


Toronto, Ontario, 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 committed to empowering investors and our partners through innovative solutions.

Job Summary

We're seeking an exceptional Financial Services Professional to join our Contact Centre team. As a Bilingual Investment Representative, you'll be responsible for providing exceptional service to our clients, managing order flow for online trading, and resolving issues in a professional and courteous manner.

Responsibilities
  • Respond to client inquiries via telephone, email, or chat regarding Qtrade Direct Investing products and services.
  • Support clients by managing order flow for online trading from self-directed clients.
  • Act as the primary contact for clients regarding problem resolution and complaints.
  • Stay up-to-date on market trends and news items that may impact client investment decisions.
  • Identify and suggest process improvements to enhance the client experience.
Requirements
  • Experience working in a fast-paced environment with volumes dictated by market trends and client demands.
  • A positive attitude and excitement about learning new tasks and skills to adapt to changing environments.
  • Strong written and verbal communication skills, with fluency in both English and French.
  • Post-secondary education in business or economics, or an equivalent combination of education and experience.
  • Securities registration as an Investment Representative within the past two years.
What We Offer
  • Competitive compensation package that rewards individual contributions.
  • Excellent health, dental, and insurance benefits to meet diverse employee needs.
  • Generous vacation time, fitness benefits, and parental leave top-up options.
  • Matching contributions to our retirement program.
  • Commitment to staff development through learning and education assistance programs.
Estimated Salary Range

$64,000 - $79,000 CAD annually, based on various factors unique to each candidate and the requirements of the position.



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