Wealth Management Representative at Aviso

Join Aviso as a Wealth Management Representative to transform client experiences in financial services. This role prioritizes collaborative strategies in online trading to achieve exceptional service delivery.

At Aviso, you’ll support clients by executing transactions while adhering to compliance standards. This dynamic position requires strong communication and the ability to enhance service processes aligned with client goals and investment strategies.

Key Responsibilities:

• Process client-initiated financial transactions on Qtrade

• Review account setups to ensure client data accuracy

• Manage internal communications for effective service delivery

• Communicate market conditions impacting client portfolios

• Identify and resolve operational issues promptly

Requirements:

• Post secondary education in business or economics preferred

• 2-3 years in a customer-facing role in financial services

• Completion of Canadian Securities and Conduct & Practices Handbook

• Ability to thrive under fast-paced work conditions

• Passion for learning and adapting to new challenges

Grow your expertise at Aviso and build meaningful financial partnerships that impact lives.
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