Bilingual Investment Representative

The Opportunity

We’re looking for an incredible Bilingual Investment Representative to join our Contact Centre team.

We recruit people who love to help others, who understand what drives others, are kind, curious and comfortable operating in ambiguity. We look for individuals who believe that service can and should be easy for both employees and customers, who always find positives even in the most difficult times, and who thrive in the challenging but rewarding environment of our unique Call Centre. The goal is to deliver the best service experience in the world.

Who you are

• You constantly take time to learn about our products and processes because no matter how much training you get there is still so much to learn to become the kind of customer care professional we need and expect.
• You raise your teammates up by being an amazing, positive person that can be relied upon.
• You work hard but also have fun and think it’s cool to work for a digital company poised to disrupt an underserviced industry.
• You take initiative to learn independently and are proud of your ability to improve.
• You believe that customer service is nothing less than an amazing job that is an extremely important part of a company’s success and is a highly respected role.

What your day looks like

• 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.

Your experience and skills

• 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 advisors 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.

Why Aviso Wealth

• 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.

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

Salary

This position is posted with an expected salary range of $68,000 - $78,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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