Job Description
Discover a rewarding role as an Investment Representative with Aviso Wealth. Support clients with expert insights on Qtrade Direct Investing while ensuring exceptional service experiences.
At Aviso Wealth, we are recruiting a skilled Investment Representative to enhance our Contact Centre team. This integral position requires a passion for financial services, with responsibilities including managing online trading inquiries and resolving client issues. You'll engage proactively with financial advisors and clients alike, using your in-depth knowledge to provide timely and accurate support.
Key Responsibilities: • Respond to client inquiries via phone, email, and chat • Manage order flow for online trading effectively • Resolve client complaints and initiate investigations • Stay updated on market trends affecting investments • Participate in process improvement initiatives
Requirements: • Post-secondary education in business or economics preferred • Completion...
At Aviso Wealth, we are recruiting a skilled Investment Representative to enhance our Contact Centre team. This integral position requires a passion for financial services, with responsibilities including managing online trading inquiries and resolving client issues. You'll engage proactively with financial advisors and clients alike, using your in-depth knowledge to provide timely and accurate support.
Key Responsibilities: • Respond to client inquiries via phone, email, and chat • Manage order flow for online trading effectively • Resolve client complaints and initiate investigations • Stay updated on market trends affecting investments • Participate in process improvement initiatives
Requirements: • Post-secondary education in business or economics preferred • Completion...