Financial Services Representative

1 week ago


Old Toronto, Canada Aviso Wealth Full time

Aviso Wealth is a leading wealth management organization committed to innovation, partnership, and community.

We're seeking an experienced Investment Representative to join our Contact Centre team, focusing on delivering exceptional service and support to customers and financial advisors.

This role involves ensuring our clients receive expert guidance on Qtrade Direct Investing (QDI) products and services, providing timely resolutions to inquiries and complaints, and staying up-to-date with market trends and news.

Key responsibilities include:

  • Responding to customer inquiries via phone, email, or chat in a courteous and professional manner
  • Supporting clients with online trading and managing order flow for self-directed clients
  • Acting as the primary contact for problem resolution and complaint handling, including investigation and follow-up
  • Staying current with market trends and news affecting client investment decisions

To succeed in this role, you'll need:

  • Three years' related work experience in the financial services industry
  • Securities registration as an Investment Representative within the past two years (an asset)
  • Excellent communication and problem-solving skills

We offer a competitive salary range of $64,000 - $79,000 CAD annually, plus excellent benefits, including health, dental, and insurance coverage, matching retirement program contributions, and regular social events. Join Aviso Wealth and be part of a talented team dedicated to your success and career development.



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