Investment Representative job opportunity at Aviso Wealth Management.

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Date2026-01-23T17:56:11.539Z bot
Aviso Wealth Management Investment Representative
Experience: 3-years
Pattern: Full-time
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degreeAssociate
loacation Vancouver, Canada
loacation Vancouver....Canada

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. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca . The Opportunity: We’re looking for an incredible Investment Representative to join our Contact Centre team. We are passionate enablers of financial freedom for all Canadians. We do this by providing a service that is caring, informative, supportive, accurate and timely. We lead by example in all interactions, constantly look for new ways to improve CSX that exceed not just our industry but are leading in any industry. We work collaboratively with each other, take ownership and accountability, and take pride in supporting not only our internal community but the communities in which we operate. We hire people who love to help others, who understand what drives others, people who are kind, curious and comfortable operating in ambiguity. We hire people who truly believe that service can and should be easy for employees and customers alike. We are looking for people who can always find positives, even in the most difficult times. This is a challenging role, but it is rewarding, and you will be supported. We are a unique Call Centre that highly respects our team, and our goal is nothing short of being the best service experience in the world. Customers and Financial Advisors call us with questions, and for help and support for our products. Reporting to the Manager, Online Trading, the Investment Representative is responsible for ensuring our customers receive exceptional service from knowledgeable, passionate people who are hardworking and sincerely interested in helping customers. If this sounds like you, please read on. 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 Lastly, 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. Because at Aviso, that is what we believe, customer experience is what we are all about.  If you feel the same way, please apply! What your day looks like: Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional 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 complaints by initiating an investigation, recording details, referring to the relevant department and conducting appropriate follow-up Keep current with market trends and news items which may affect markets and impact client’s investment decisions Drive continuous improvement by identifying, suggesting and actively participating in process improvement Understand and apply department operating policies and procedures Your experience and skills: Post secondary education is preferred with an emphasis in business or economics, or an equivalent combination of education and experience Completion of the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) is required 1-3 years’ experience as an Investment Representative in Direct Investing supporting Client trade orders, Financial Advisor or an Associate Advisor is ideal 2-3 years’ related work experience in the financial services industry in a customer facing position or in a call centre Options Licensing Course & Derivatives Fundamentals Course (DFOL) is an asset and is required within 6 months of being hired Securities registration as an Investment Representative within the past two years is ideal The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks A positive attitude and excitement regarding learning new tasks and skills to keep up with changing environments / duties Being able to adapt to change is important as our hours can change, and so can your schedule Fluent communication skills (written and spoken) in English are required and bilingual skills in French are an asset to effectively communicate with partners, clients, and colleagues across Canada

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