Investment Representative at Aviso Wealth providing financial assistance through inquiries on Qtrade Direct Investing. Managing customer relationships and supporting online trading services with market insights.
About the role
- Bilingual Investment Representative ensuring exceptional customer service for Qtrade Direct Investing at Aviso Wealth. Managing inquiries and supporting clients with trade orders in a fast-paced environment.
Responsibilities
- Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional manner
- Support our clients by managing the order flow for online trading from our self-directed clients
- Act as the primary contact with the client with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant department and conducting appropriate follow-up
- Keep current with market trends and news items which may affect markets and impact client’s investment decisions
- Drive continuous improvement by identifying, suggesting and actively participating in process improvement
- Understand and apply department operating policies and procedures
Requirements
- Post secondary education is preferred with an emphasis in business or economics, or an equivalent combination of education and experience
- Completion of the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) is required
- 1-3 years’ experience as an Investment Representative in Direct Investing supporting Client trade orders, Financial Advisor or an Associate Advisor is ideal
- 2-3 years’ related work experience in the financial services industry in a customer facing position or in a call centre
- Options Licensing Course & Derivatives Fundamentals Course (DFOL) is an asset and is required within 6 months of being hired
- Securities registration as an Investment Representative within the past two years is ideal
- The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
- A positive attitude and excitement regarding learning new tasks and skills to keep up with changing environments / duties
- Being able to adapt to change is important as our hours can change, and so can your schedule
- Fluent communication skills (written and spoken) in English and French are required to effectively communicate with partners, clients, and colleagues across Canada
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Financial Analyst handling business case scenarios for ADAS and HPC product lines. Collaborating with cross - functional global teams to ensure financial accuracy and insights.
Finance Manager overseeing global retirement programs, leading pension plan design and regulatory compliance at ZF US. Collaborating with auditors and managing employee benefits effectively.
Director of FP&A leading planning and analytical efforts at a fast - growing fintech company. Collaborating closely with executives to ensure alignment between financial outcomes and business objectives.
FP&A Intern supporting Finance team with hands - on experience in cost analysis and productivity initiatives. Collaborating closely with cross - functional stakeholders for process optimization in financial operations.
FP&A Analyst at EMR examining financial performance through analyses and reporting. Supporting strategic decisions via financial models and insights, contributing to business growth.
CFO/ Finance Director overseeing international finance departments with strategic financial development at selected heads GmbH in Berlin, ensuring compliance and optimization.
Financial Operations Specialist managing daily operations in supply chain finance for a leading financial servicing provider. Collaborating in a hybrid team environment in Zonamerica, Montevideo, Uruguay.
Student Assistant for Operations and Finance at Cleantech startup FION Energy in Berlin. Supporting finance and operations processes while collaborating with the team and developing skills in a hybrid working environment.
Senior Analyst managing budgeting and analysis for employee benefit plans at Nestlé USA. Collaborating with cross - functional teams to ensure accurate financial reporting and compliance.