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
• Complet...