Registered Representative

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

The Opportunity:

We’re looking to fill an opening with an exceptional Registered Representative to support and enhance our client experience.

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 customer service experience 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.

Reporting to the Supervisor, Online Trading, the Registered Representative is responsible for maintaining client relationships through the digital wealth channel, ensuring our clients receive services to meet their financial planning needs to provide first-class strategic wealth management services.

If this sounds like you, please read on.

As oneaviso:

• We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

• We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

• We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• Execute client-initiated financial transactions and account requests on Qtrade Guided Portfolios (QGP), including contributions, withdrawals, transfers, and portfolio changes, ensuring accuracy, timeliness, and regulatory compliance
• Review and validate account openings and updates, confirming completeness, suitability of client information, and alignment with selected portfolio strategies before processing
• Act as the primary point of contact for financial servicing needs, managing requests end-to-end by coordinating with internal teams, escalating where required, and ensuring completion within service standards
• Monitor market activity and proactively apply relevant insights when processing client instructions or portfolio adjustments to support informed execution
• Clearly communicate how transactions, portfolio changes, and market conditions impact client accounts and investment outcomes, ensuring alignment with client objectives and risk tolerance
• Perform portfolio maintenance activities, including rebalancing and tactical adjustments, to ensure ongoing alignment with investment mandates and client profiles
• Identify and resolve operational or transactional issues, ensuring proper documentation, compliance adherence, and efficient resolution
• Drive continuous improvement in financial servicing workflows by identifying process gaps and implementing enhancements that improve processing efficiency, accuracy, and client…