Bilingual Investment Representative

Aviso; Toronto; On-site; CAD 68,000 - 78,000; Full time

Benefits offered by this job

Competitive pay

Health and dental benefits

Vacation and parental leave top-up

Retirement matching

Learning & development

Team events

Job summary

Aviso Wealth is seeking a bilingual Investment Representative to join our Contact Centre team in Canada. You will help clients with Qtrade Direct Investing inquiries, manage online trading orders, and resolve issues while staying compliant and service-focused.

Ideal candidates have post-secondary education in business or economics, CSC/CPH or CIRE licenses, and 1–3 years in investment/customer-service roles. Fluency in English and French is required; strong communication is essential.

Qualifications

• Post secondary education is preferred with an 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
• Fluent communication skills (written and spoken) in English and French are required to effectively communicate with partners, clients, and colleagues across Canada

Responsibilities

• Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing 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 with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant department and conducting appropriate follow-up
• Keep current with market trends and news items which may affect markets and impact client's investment decisions
• Drive continuous improvement by identifying, suggesting and actively participating in process improvement
• Understand and apply department operating policies and procedures

Skills

Bilingual English/French

Customer service

Education

Post-secondary education in business or economics

Job description

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 who exemplify our values every day, you will quickly notice that our people and dynamic 'oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We're looking for an incredible Bilingual Investment Representative to join our Contact Centre team.

We are passionate enablers of financial freedom for all Canadians. We do this by providing a service that is caring, informative, supportive, accurate and timely. We lead by example in all interactions, constantly look for new ways to improve CSX that exceed not just our industry but are leading in any industry. We work collaboratively with each other, take ownership and accountability, and take pride in supporting not only our internal community but the communities in which we operate.

We hire people who love to help others, who understand what drives others, people who are kind, curious and comfortable operating in ambiguity. We hire people who truly believe that service can and should be easy for employees and customers alike. We are looking for people who can always find positives, even in the most difficult times. This is a challenging role, but it is rewarding, and you will be supported. We are a unique Call Centre that highly respects our team, and our goal is nothing short of being the best service experience in the world.

Customers and Financial Advisors call us with questions, and for help and support for our products. Reporting to the Manager, Online Trading, the Bilingual 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.

Who you are:

• You constantly take time to learn about our products and processes because no matter how much training you get there is still so much to learn to become the kind of customer care professional we need and expect
• You raise your team‑mates up by being an amazing, positive person that can be relied upon
• You work hard and also have fun and think it's cool 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
• Lastly, you think that customer service is nothing less than an amazing job that is an extremely important part of a company's success and is a highly respected role. Because at Aviso, that is what we believe, customer experience is what we are all about. If you feel the same way, please apply!

What your day looks like:

• Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing 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 with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant department and conducting appropriate follow‑up
• Keep current with market trends and news items which may affect markets and impact client's investment decisions
• Drive continuous improvement by identifying, suggesting and actively participating in process improvement
• Understand and apply department operating policies and procedures

Requirements:

Your experience and skills:

• Post secondary education is preferred with an 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
• Being able to adapt to change is important as our hours can change, and so can your schedule
• Fluent communication skills (written and spoken) in English and French are required to effectively communicate with partners, clients, and colleagues across Canada

Benefits:

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

Your Information

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 information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

Company Overview

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client‑centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self‑directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands‑off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.

We're proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you're looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $68,000 - $78,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.