Bilingual Investment Representative

Aviso Wealth • Montreal, QC

3d • CA$68,000 - CA$78,000

About The Position

Aviso Wealth is seeking an incredible Bilingual Investment Representative to join their Contact Centre team. The role involves providing a service that is caring, informative, supportive, accurate, and timely to enable financial freedom for all Canadians. The company emphasizes collaboration, ownership, accountability, and community support. They are looking for individuals who are kind, curious, comfortable with ambiguity, and believe in making service easy for both employees and customers. This is a challenging but rewarding role within a unique Call Centre that highly respects its team and aims to be the best service experience in the world. The Bilingual Investment Representative will report to the Manager, Online Trading and will be responsible for ensuring customers receive exceptional service from knowledgeable, passionate, hardworking individuals who are sincerely interested in helping customers.

Requirements

• 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
• 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

Nice To Haves

• Post secondary education is preferred with an emphasis in business or economics, or an equivalent combination of education and experience
• 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

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 clients by managing the order flow for online trading from 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree