Bilingual Investment Representative

at  Aviso Wealth

AVISO:

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 Bilingual Investment Representative to join our Contact Centre team on October 7, 2024.
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 not an easy role, but you will be supported, and it is rewarding. We are not a normal Call Centre and have high respect for our team. Our goals are nothing short of being the best service experience in the world.
Customers and financial advisors call us for questions, help and support for our products. Reporting to the Manager, Online Trading, the Bilingual Investment Representative is responsible for ensuring our customers receive exceptional service from knowledgeable, passionate people. People who are hardworking and sincerely interested in helping customers are who we are. If this sounds like you, please read on.

YOUR EXPERIENCE AND SKILLS:

• 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 both English and French are required
• 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

COMPANY OVERVIEW:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 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.

• 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 procedure