Senior Financial Services Representative

3 days ago


Old Toronto, Canada Aviso Wealth Full time
About the Role

We are seeking a skilled and knowledgeable Senior Financial Services Representative to join our Contact Centre team. This individual will be responsible for ensuring our customers receive exceptional service from passionate and hardworking professionals.

Key Responsibilities
  • Customer Support: Respond to customer inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional manner.
  • Order Management: Manage the order flow for online trading from self-directed clients.
  • Problem Resolution: Act as the primary contact with clients regarding problem resolution and complaints by initiating an investigation, recording details, referring to relevant departments, and conducting follow-up.
  • Market Trends: Stay current with market trends and news items affecting markets and client investment decisions.
  • Policies and Procedures: Understand and apply department operating policies and procedures.
Requirements
  • Experience: Three years of related work experience in the financial services industry.
  • Licenses and Certifications: Securities registration as an Investment Representative within the past two years is an asset. Options Licensing Course & Derivatives Fundamentals Course is also required within six months of being hired.
  • Education: Not specified
What We Offer
  • Compensation: An estimated annual salary range of $64,000 - $79,000 CAD.
  • Benefits: Excellent health, dental, and insurance benefits to meet diverse employee needs, matching contributions to our retirement program, and regular social events fostering teamwork.
About Us

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 building a comprehensive, technology-enabled, client-centric wealth services ecosystem.



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