Investment Representative

Overview

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, you will notice our people and dynamic ‘oneaviso' culture. Learn more about Aviso at

We are looking for an incredible Investment Representative to join our Contact Centre team. We are passionate enablers of financial freedom for all Canadians, providing a service that is caring, informative, supportive, accurate and timely. We aim to lead by example in all interactions and continuously seek ways to improve CSX that exceed our industry. We work collaboratively, take ownership and accountability, and take pride in supporting our internal community and the communities in which we operate.

We hire people who love to help others, understand what drives others, are kind, curious and comfortable operating in ambiguity. We believe service should be easy for both employees and customers. This is a challenging and rewarding role, and you will be supported. Our goal is to deliver the best service experience in the world.

Customers and Financial Advisors contact us with questions and for help with 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.

• You continuously learn about our products and processes because there is always more to learn to become the customer care professional we need and expect.
• You uplift your teammates by being amazing and reliable.
• You work hard, have fun, and are excited to work for a digital company poised to disrupt an underserviced industry.
• You take initiative to learn independently and are proud of your ability to improve.
• You believe customer service is an important and respected role, and you are aligned with Aviso's emphasis on customer experience. If you feel the same, please apply.

• Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional manner.
• Support our clients by managing the order flow for online trading from our self-directed clients.
• Act as the primary contact with the client for resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant department and conducting follow-up.
• Keep current with market trends and news items which may affect markets and impact clients' investment decisions.
• Drive continuous improvement by identifying, suggesting and actively participating in process improvement.
• Understand and apply department operating policies and procedures.

• Post secondary education is preferred with 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) or Canadian Investment Regulatory Exam (CIRE) 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) or Derivatives Exam 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.
• Ability to adapt to change as hours can change and schedules may shift.
• Fluent English; bilingual French is an asset.

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions.
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees.
• Generous vacation time, fitness benefit, parental leave top-up options.
• Matching contributions to our retirement program.
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
• Regular social events to foster teamwork.

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your…