AVISO WEALTH:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

THE OPPORTUNITY:

We’re looking for an incredible Investment Representative to join our Contact Centre team.
We are passionate enablers of financial freedom for all Canadians. We do this by providing a service that is caring, informative, supportive, accurate and timely. We lead by example in all interactions, constantly look for new ways to improve CSX that exceed not just our industry but are leading in any industry. We work collaboratively with each other, take ownership and accountability, and take pride in supporting not only our internal community but the communities in which we operate.
We hire people who love to help others, who understand what drives others, people who are kind, curious and comfortable operating in ambiguity. We hire people who truly believe that service can and should be easy for employees and customers alike. We are looking for people who can always find positives, even in the most difficult times. This is a challenging role, but it is rewarding, and you will be supported. We are a unique Call Centre that highly respects our team, and our goal is nothing short of being the best service experience in the world.
Customers and Financial Advisors call us with questions, and for help and support for our products. Reporting to the Manager, Online Trading, the Investment Representative is responsible for ensuring our customers receive exceptional service from knowledgeable, passionate people who are hardworking and sincerely interested in helping customers. If this sounds like you, please read on.

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 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 in English are required and bilingual skills in French are an asset

COMPANY OVERVIEW:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Please refer the Job description for details