Bilingual Investment Specialist at Aviso Wealth
A
Aviso
📍 vancouver, metro vancouver regional district, Canada
Job Description
Join Aviso Wealth as a Bilingual Investment Specialist and support our mission to empower financial well-being. Provide timely, accurate assistance on Qtrade Direct Investing while engaging with clients in English and French.
This dynamic role within our Contact Centre emphasizes exceptional service and continuous improvement. You will interact with clients, helping them navigate their investment inquiries and ensuring smooth order management. The ideal candidate values collaboration and has a passion for learning and growth in finance.
Key Responsibilities:
• Handle client inquiries through phone, email, or chat
• Manage online trade orders for our clients efficiently
• Investigate and resolve client challenges proactively
• Stay informed on relevant market developments
• Suggest process improvements for better service
Requirements:
• Post-secondary education, preferably in business
• 1-3 years as an Investment Representative preferred
• Bilingual in E...
This dynamic role within our Contact Centre emphasizes exceptional service and continuous improvement. You will interact with clients, helping them navigate their investment inquiries and ensuring smooth order management. The ideal candidate values collaboration and has a passion for learning and growth in finance.
Key Responsibilities:
• Handle client inquiries through phone, email, or chat
• Manage online trade orders for our clients efficiently
• Investigate and resolve client challenges proactively
• Stay informed on relevant market developments
• Suggest process improvements for better service
Requirements:
• Post-secondary education, preferably in business
• 1-3 years as an Investment Representative preferred
• Bilingual in E...