Bilingual Investment Representative at Aviso

Become a key player as a Bilingual Investment Representative with Aviso Wealth, focusing on exceptional service for self-directed trading clients in our Contact Centre team. This role enhances client experiences within a digital environment.
As part of Aviso Wealth, a leader in wealth management, you will handle inquiries through various channels, manage online trading orders, and problem-solve client issues. The ideal candidate will drive process improvements while staying updated on market trends to guide clients effectively.
Key Responsibilities:
• Respond to client inquiries via phone, email, or chat
• Manage order flow for online trading efficiently
• Investigate client issues, record details, and follow up
• Keep abreast of market news affecting client decisions
• Identify and participate in process improvements
Requirements:
• Post-secondary education preferred in business or economics
• Completion of Canadian Securities and Conduct and Practices Ha...