Found Description
Enhance client investment experiences as a Bilingual Investment Representative at Aviso Wealth's Contact Centre, where exceptional service in English and French is a priority.
Aviso Wealth seeks a motivated individual to provide customer care while managing inquiries regarding Qtrade Direct Investing. Strong problem-solving skills and a proactive mindset will help you thrive in this dynamic environment focused on continuous improvement and team collaboration.
Key Responsibilities:
• Address inquiries through various channels with professionalism
• Coordinate order flows for self-directed client trading
• Troubleshoot issues promptly and manage follow-ups
• Stay informed about market trends affecting client decisions
• Propose improvements for processes and procedures
Requirements:
• Desired post-secondary education in business or finance
• Must have completed Canadian Securities and Conduct Handbook
• 1-3 years as an Investment Representative is preferr...
Aviso Wealth seeks a motivated individual to provide customer care while managing inquiries regarding Qtrade Direct Investing. Strong problem-solving skills and a proactive mindset will help you thrive in this dynamic environment focused on continuous improvement and team collaboration.
Key Responsibilities:
• Address inquiries through various channels with professionalism
• Coordinate order flows for self-directed client trading
• Troubleshoot issues promptly and manage follow-ups
• Stay informed about market trends affecting client decisions
• Propose improvements for processes and procedures
Requirements:
• Desired post-secondary education in business or finance
• Must have completed Canadian Securities and Conduct Handbook
• 1-3 years as an Investment Representative is preferr...
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