Investment Success Advisor

moomoo; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A leading financial services firm in Toronto is seeking an Investment Representative. The role involves client support for trades and retention efforts, requiring a strong understanding of capital markets and exceptional communication skills. The ideal candidate has a degree in Finance and relevant industry certifications. This position offers opportunities to work in a dynamic environment and contribute to client success.

Qualifications

• Minimum 3-5 years in financial services, preferably within a brokerage setting.
• Fluency in English; French is an asset.
• Highly organized, adaptable, and capable of thriving under pressure.

Responsibilities

• Provide frontline support for client trades and account inquiries.
• Identify clients at risk to re-ignite their experience.
• Tackle client complaints with a solution-oriented mindset.

Skills

Strong understanding of capital markets

Exceptional communicator (English)

Proficient in Microsoft Excel

Organizational skills

Familiar with compliance and risk management

Education

University degree in Finance or related discipline

CSC (Canadian Securities Course)

CPH (Conduct and Practices Handbook)

Tools

Microsoft Excel

Feishu

BBM

Job description

A leading financial services firm in Toronto is seeking an Investment Representative. The role involves client support for trades and retention efforts, requiring a strong understanding of capital markets and exceptional communication skills. The ideal candidate has a degree in Finance and relevant industry certifications. This position offers opportunities to work in a dynamic environment and contribute to client success.