Investment Representative - Bilingual Opportunities

Discover a rewarding career with Aviso Wealth as a Bilingual Investment Representative, where you can leverage your skills in a supportive environment. Help clients navigate financial decisions with confidence.
As part of our Contact Centre team, you will engage with clients in both English and French, assisting them with their Qtrade Direct Investing needs. Your role will focus on keeping our clients informed while actively improving their service experience. A dedication to ongoing learning and a positive demeanor will set you apart.
Key Responsibilities:
• Manage client inquiries via phone, email, and chat
• Oversee order flow for self-directed trading
• Investigate and resolve client complaints efficiently
• Monitor market trends and relevant news
• Participate in ongoing process improvement initiatives
Requirements:
• Preferred degree in business or economics
• Completion of necessary securities courses is required
• 1-3 years’ experience in custom...