Join Aviso Wealth as a Bilingual Investment Representative in the Contact Centre. Deliver exceptional client service while supporting online trading inquiries and managing order flow effectively.
At Aviso Wealth, we aim to enhance the financial well-being of Canadians through our innovative wealth-management services. In this role, you will address customer inquiries regarding Qtrade Direct Investing products, ensuring compliance and professionalism. We seek a passionate individual who values continuous learning and enjoys contributing positively to a supportive team environment.
Key Responsibilities:
• Respond to customer inquiries via phone, email, or chat
• Manage online trading order flow for self-directed clients
• Resolve client issues and complaints professionally
• Ensure all interactions comply with service standards
• Uphold a positive workplace atmosphere and team spirit
Requirements:
• Bilingual proficiency in English and French
• Strong custom...