About this role
Bilingual Investment Representative at Aviso Wealth. Location: Toronto, Ontario, Canada. Role: Respond to inquiries, Manage order flow, Resolve client issues Requirements: Post-secondary education preferred; CSC and CPH required; 1-3 years in Direct Investing as Investment Representative; 2-3 years in financial services with client-facing or call center experience; DFOL asset; securities registration ideal within 2 years; bilingual English/French; adaptable to changing schedules. Category: Customer Service Seniority: Mid Level Tools: Qtrade Direct Investing, CRM, Microsoft Office Certifications: canadian securities course (csc), conduct and practices handbook (cph), derivatives fundamentals course (dfol) Commitment: Full Time Workplace: Hybrid Languages: English, French