Bilingual Investment Representative-HYBRID

Bilingual Investment Representative-HYBRID

Full Time, PERM

Location: Toronto-HYBRID - Up to 3 days a week.

Hours: Monday – Friday 10:00am – 6:00pm EST

Salary: Up to $79K/year + 8% Bonus

Client:

Our client is looking for a Bilingual Investment Representative to join their Service Centre team. Reporting to the Manager, Online Trading, the Bilingual Investment Representative is responsible for supporting our clients by managing the order flow for online trading from our self-directed clients.

PERKS:

• Very low call volume
• Benefits start day 1 – most of the premiums are company!
• Matching RSP
• Health and Dental
• Tuition Reimbursement
• Vision Care
• Vacation – 3 weeks plus 2 personal days and we get most of the bankers holidays

• Respond to inquiries via telephone or email on Qtrade Investor (QI) Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional manner.
• Accept orders for transmission by quickly and accurately calculating all relevant commissions, conversions, and calculations.
• Prior to executing a client order, obtain all authorizations and maintain an up-to-date awareness of special conditions and liaise with the appropriate department as required
• Facilitate the account documentation process through discussion with the client ensuring appropriate documents are completed.
• Maintain extensive knowledge of the workings and conventions of the relevant stock and options exchanges and master the information systems which support QI QDI.
• Keep current with market trends and news items which may affect markets and impact client’s investment decisions.
• Maintain a full understanding of the fundamentals and techniques of a securities back-office and related departments such as trade settlement procedures, cage activities, stock reorganization issues, credit and trading coupled with the ability to assess individual situations and obtain necessary authorizations.
• Maintain in-depth knowledge of all relevant issues of compliance and the relevant policies and procedures of regulatory and government agencies.
• Identify and report administrative problems and provide recommendations to improve service quality.
• 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.
• Meet or exceed the productivity goals of the department.
• The clients have a number of ways to contact this team, but it is mainly through the call centre, online chats, emails and the message centre.
• Supporting clients and reviewing their market related accounts inquiries. Could be about investment types or client trade orders.

• Options trading & margin calculations
• Understand the skill level required in order to select the appropriate question from the Skills Library.
• Strong communication skills both written & verbal
• Able to speak in terms the client understands – must have to talk to clients on the phone for part of the day
• Ability to multi-task and problem solve and follow up on issues with clients
• Ability to work as part of a team as well as independently
• Analytical skills – able to do margin calculations
• Fluent communication skills in both English and French are required
• Strong problem-solving skills with the ability to quickly diffuse difficult situations
• Proficiency in completing accurate, clear, and concise documentation
• Strong customer service skills
• Complete familiarity with market mechanics

• Interest in the markets and knowledgeable about them
• Already licensed or able to be licenced as an Investment Representative

• 2-3 years Call Centre or customer support experience in financial services
• 1+ years experience as an IR at a discount brokerage & licensed
• Financial services industry experience
• Three years’ related work experience in the financial services industry
• Securities registration as an Investment Representative within the past two years is an asset

• CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) is required - must be valid, so within the last 3 years since getting them or currently registered as an IR
• DFOL (derivatives fundamentals and licencing course) is required or must obtain within 6 months of starting
• University degree is preferred with an emphasis in business or economics, or an equivalent combination of education and experience
• CSC course and CPH is required
• Options Licensing Course & Derivatives Fundamentals Course is an asset and is required within 6 months of being hired