About this role
Bilingual Investment Representative at Aviso Wealth. Location: Vancouver, British Columbia, Canada. Role: respond inquiries, manage orders, resolve issues Requirements: 1-3 years in investment support; CSC/CPH required; bilingual English/French; Canada-based; 2-3 years in financial services; DFOL asset; adaptable to changing hours. Category: Customer Service Seniority: Mid Level Tools: Qtrade Direct Investing, Customer Relationship Management (CRM), phone/email/chat communication tools Certifications: canadian securities course (csc), conduct and practices handbook (cph), options licensing course, derivatives fundamentals course (dfol) Commitment: Full Time Workplace: Hybrid Languages: English, French