Aviso Wealth Inc
Investment Representative at Aviso Wealth
Job Description
Become an Investment Representative with Aviso Wealth and enhance the financial well-being of Canadians. This role in our Contact Centre demands exceptional service and expertise with Qtrade Direct Investing products.
As an Investment Representative, you will play a crucial role in supporting client inquiries and ensuring their financial needs are met. You are expected to manage trading orders, resolve client complaints efficiently, and stay informed on market trends. This position is ideal for individuals who enjoy helping others and thrive in a collaborative environment.
Key Responsibilities: • Respond to client inquiries via phone, email, and chat • Manage order flow for online trading effectively • Address and resolve client issues with professionalism • Stay updated on market trends impacting investments • Engage in continuous improvement initiatives
Requirements: • Post-secondary education in business or economics preferred • Completion of Canadian Secu...
As an Investment Representative, you will play a crucial role in supporting client inquiries and ensuring their financial needs are met. You are expected to manage trading orders, resolve client complaints efficiently, and stay informed on market trends. This position is ideal for individuals who enjoy helping others and thrive in a collaborative environment.
Key Responsibilities: • Respond to client inquiries via phone, email, and chat • Manage order flow for online trading effectively • Address and resolve client issues with professionalism • Stay updated on market trends impacting investments • Engage in continuous improvement initiatives
Requirements: • Post-secondary education in business or economics preferred • Completion of Canadian Secu...