Investment Client Success Advisor

moomoo; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services firm in Toronto is seeking an Investment Representative to support retail and high-net-worth clients. The role involves providing trade support, ensuring client retention, and collaborating across teams. Candidates should have a degree in Finance or related fields, at least 3-5 years of experience in financial services, and a strong understanding of capital markets. This position offers a chance to thrive in a dynamic environment and contribute to client success.

Qualifications

• Minimum 3-5 years in financial services, preferably within a brokerage setting.
• Fluent in English; French is an asset.
• Highly organized and adaptable.

Responsibilities

• Provide frontline support for client trades and inquiries.
• Identify clients at risk and engage in retention efforts.
• Resolve client complaints while ensuring compliance.

Skills

Strong understanding of capital markets

Exceptional communication skills

Proficiency in Microsoft Excel

Ability to work cross-functionally

Education

University degree in Finance, Business, Economics

CSC (Canadian Securities Course)

CPH (Conduct and Practices Handbook)

Tools

Microsoft Excel

Feishu

BBM

Job description

A financial services firm in Toronto is seeking an Investment Representative to support retail and high-net-worth clients. The role involves providing trade support, ensuring client retention, and collaborating across teams. Candidates should have a degree in Finance or related fields, at least 3-5 years of experience in financial services, and a strong understanding of capital markets. This position offers a chance to thrive in a dynamic environment and contribute to client success.