Multilingual Investment Services Representative and English

2 days ago


Old Toronto, Canada Aviso Wealth Inc Full time

As a leading wealth management organization, Aviso Wealth Inc. is committed to driving innovation, fostering partnerships, embracing responsibility, and contributing to the community.

The Opportunity:

We're seeking an exceptional Multilingual Investment Services Representative to join our Contact Centre team.

We hire individuals who excel at helping others, possess excellent communication skills, are empathetic, and thrive in ambiguous environments.

We're not a traditional Call Centre; we value our team members and offer a supportive work environment.

Our customers and financial advisors contact us for product information, assistance, and support. Reporting to the Manager, Online Trading, the Multilingual Investment Services Representative is responsible for delivering exceptional service to our customers from knowledgeable and passionate professionals.

Key Qualities:

  • You consistently strive to learn about our products and processes, understanding that continuous learning is essential for success.
  • You work diligently while maintaining a positive attitude and finding joy in being part of a digital company poised to disrupt an underserviced industry.
  • You believe customer service is a vital role that contributes significantly to a company's success and deserves respect.

Responsibilities:

  • Respond to customer inquiries via telephone, email, or chat regarding Qtrade Direct Investing (QDI) products and services in a timely, compliant, courteous, and professional manner.
  • Support clients by managing online trading order flows from self-directed investors.
  • Serve as the primary point of contact for clients regarding problem resolution and complaints, conducting investigations, recording details, referring to relevant departments, and following up as necessary.
  • Stay current with market trends and news items impacting markets and influencing client investment decisions.
  • Adhere to department operating policies and procedures.
  • A securities registration as an Investment Representative within the past two years is an asset.
  • Three years' related work experience in the financial services industry is required.
  • We offer an attractive compensation package including health, dental, and insurance benefits tailored to meet diverse employee needs.
  • We match retirement program contributions to support long-term financial goals.
  • We foster teamwork through regular social events.

Salary Range: $64,000 - $79,000 CAD annually



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