Bilingual Investment Representative
4 weeks ago
We are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, responding to inquiries, and resolving issues in a timely and professional manner.
Key Responsibilities- Respond to client inquiries via telephone, email, or chat, providing accurate and timely information on Qtrade Direct Investing (QDI) products and services.
- Manage order flow for online trading, ensuring seamless execution and resolution of client issues.
- Act as the primary point of contact for clients, resolving problems and complaints through investigation, recording details, and referring to relevant departments.
- Stay up-to-date with market trends and news, providing expert advice to clients on investment decisions.
- Drive continuous improvement by identifying and implementing process improvements, ensuring exceptional client experience.
To be successful in this role, you will require:
- 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.
- Completed Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) certifications.
- Options Licensing Course and Derivatives Fundamentals Course, or willingness to complete within 6 months.
- Three years' experience in the financial services industry, with a focus on customer service and investment products.
Aviso Wealth is a dynamic and inclusive organization that values innovation, teamwork, and employee development. As a Bilingual Investment Representative, you will enjoy:
- Competitive compensation package and benefits.
- Opportunities for professional growth and development.
- A collaborative and supportive work environment.
- Recognition and rewards for outstanding performance.
Aviso Wealth is a leading wealth management and investment services provider, with a strong reputation for excellence and a commitment to customer satisfaction. As a Bilingual Investment Representative, you will be part of a team that is dedicated to delivering exceptional service and building long-term relationships with our clients.
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