Customer-Focused Bilingual Investment Representative

Elevate client experiences as a Bilingual Investment Representative with Aviso Wealth. You'll thrive in an environment focused on professional growth and exceptional service delivery.
Join our Contact Centre team, where you'll leverage your bilingual skills to support clients with Qtrade Direct Investing. This position involves high-level customer engagement, problem-solving, and maintaining awareness of market dynamics. Your initiative to learn independently and share positivity will shine as you tackle daily challenges.
Key Responsibilities:
• Address inquiries through various communication channels
• Facilitate online trading order management
• Resolve client issues by conducting thorough investigations
• Keep abreast of market news impacting clients
• Recommend process improvements proactively
Requirements:
• Post-secondary education in a relevant field preferred
• Canadian Securities and Conduct and Practices Handbook certifications required
• 1-3 ...