Bilingual Investment Representative

4 weeks ago


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

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.
Requirements

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.
What We Offer

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.
Why Aviso Wealth?

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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