Supervisor Trading leading a team of Investment Representatives to ensure customer service excellence at Aviso. Coaching and developing team members while maintaining high-performance standards in trading.
Responsibilities
Cultivate a team of customer service experience Investment Representative superstars
Help to ensure that people know the importance of their roles, and how that effort is measured and supports the goals of the organization
Fail fast and learn even faster
Coach and develop the team through regular discussions with a balanced scorecard approach using tools such as KPI’s, company values, quality monitoring, Voice of the Customer (VoC) and peer feedback to provide a well-rounded view of one’s overall performance
Champion a continuous improvement service philosophy. Sets the standard to always have World Class customer service and challenges your team and peers to live up to the standard, thereby increasing our Voice of the Employee (VoE) and Voice of the Customer (VoC) results
Create an empowering culture through knowledge sharing, procedure documentation and finding efficiencies to enable IRs to do their job better
Work with Trade Control to reach out to clients who encounter issues or who escalate
Ensure top quartile delivery of service to Premier/Investor Plus clients and ongoing expansion of that client base
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), Conduct and Practices Handbook (CPH) and Options Licensing Course & Derivatives Fundamentals Course (DFOL) is required
Completion of Investment Dealer Supervisors Course (IDSC), Options Supervisor Course within 12 months of hire is required
Registered as a Supervisor and Options Supervisor is highly desirable
Completion of the Professional Development and Compliance Requirements of each IIROC education cycle
3+ years of high performing experience as an Investment Representative/frontline trade contact centre role
Ideally 2 years of experience as a supervisor
Strong Market knowledge including trading systems, order management, corporate actions
Coaching and people management to know how to get the best out of your team
Excellent Customer Service Skills and Contact Centre best practices
Large focus and ability to use metrics to strengthen the voice of our clients
Fluent communication skills in English are required and bilingual skills in French are an asset
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
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