Investment Representative

August 10

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Aviso Wealth

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Better wealth management for Canadians. Our brands include @NEIInvestments & @QtradeInvest. Disclosures: bit.ly/3hcRzPK

501 - 1000

Description

• Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional manner • Responsible for supporting 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

• 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 • Strong written and verbal communication skills. Fluent Communication skills in English are required and bilingual skills in French are an asset • Post secondary education is preferred with an emphasis in business or economics, or an equivalent combination of education and experience • Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) is required • Options Licensing Course & Derivatives Fundamentals Course is an asset and is required within 6 months of being hired • Three years’ related work experience in the financial services industry • Securities registration as an Investment Representative within the past two years is an asset • Being able to adapt to change is important as our hours can change, and so can your schedule

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