Client-Centric Registered Representative at Aviso

Enhance client experiences as a Registered Representative s role focuses on executing client requests digitally with an emphasis on financial planning and customer service excellence.

As a key member of the team at Aviso, you will support clients through online trading and ensure their financial needs are met with the highest standards. This position calls for someone passionate about service, collaboration, and executing financial transactions in a timely manner.

Key Responsibilities:

• Execute client financial transactions accurately and timely

• Validate account openings and updates for suitability

• Serve as the primary contact for financial servicing requests

• Monitor market activity and provide relevant insights

• Perform portfolio maintenance and tactical adjustments

Requirements:

• 1-3 years as a Registered Representative or equivalent

• Completion of Canadian Securities and Conduct & Practices Handbook

• Strong customer-facing experience in financial services

• Ability to adapt to changing environments and tasks

• Fluent communication skills in English, French is a plus

Embrace a rewarding career at Aviso, where client-centric service meets financial expertise.
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