Overview

Aviso Wealth: At Aviso, we are dedicated to improving the financial well‑being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. If you are looking for compelling and challenging work, find out more about what Aviso has to offer at

Prospect

We?re looking for an incredible Bilingual Investment Representative to join our Contact Centre team. This role supports customers and Financial Advisors with products and services, ensuring exceptional, caring, and accurate support. Reports to the Manager, Online Trading.

Who you are

You constantly take time to learn about our products and processes because no matter how much training you get there is still so much to learn to become the kind of customer care professional we need and expect.

You raise your team mates up by being an amazing, positive person that can be relied upon.





You work hard but also have fun and think it?s cool to work for a digital company poised to disrupt an underserviced industry.

You take initiative to learn independently and are proud of your ability to improve.

You think that customer service is nothing less than an amazing job that is an extremely important part of a company?s success and is a highly respected role.

Responsibilities

Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and skilled manner.

Support our clients by managing the order flow for online trading from our self‑directed clients.

Act as the primary contact with the client with respect to the resolution of problems and complain.
J-18808-Ljbffr

📌 Investment Representative Toronto
🏢 Aviso Wealth
📍 Toronto