Direct Investing Advisor

100% Remote

Permanent offer after 6 month contract

Must be ok with taking CSC, CPH, DFOL on your own expense, THE BANK WILL REIMBURSE YOU 100% UPON COMPLETION!

Monday to Saturday, 7:00am to 8:00pm

What is the opportunity?

If you possess a client-focused mindset and have the ability to identify

client-centric solutions, this role gives you a great opportunity to grow with

the Direct Investing team. As an Investment Services Representative, you

provide clients with helpful and engaging, professional, efficient, and

knowledgeable service over the phone or through electronic communications. You

are diligent with an attention to detail, and maximize productivity on an

individual and team level. Effective problem resolution, exceptional client

service and expert securities knowledge are crucial to your success in this

role, along with the ability to thrive in a fast-paced team environment.

What will you do?

• Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.
• Work within specified performance metrics for all client communications (verbal or written).
• Uphold a professional image of an investment representative at all times.
• Actively promote the capability and functionality of the direct investing website and mobile capabilities, proactively identifying self-service opportunities for clients.
• Provide helpful and engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone, or electronic means, all within regulatory requirements and guidelines.
• Understand and apply industry rules and regulations (e.g., IIROC, Provincial, etc.), as well as company policies and procedures to all activities performed.
• Accurately execute client instructions within defined authorities and ensure clients have the means to meet trade settlement obligations.

What do you need to succeed?

• Must-have Bilingual fluency in French and English
• Must be able to meet the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)
• Strong French and English communication (verbal, written, and transcription), analytical and time-management skills, along with an attention to detail.
• Excellent team building, problem resolution, and computer navigation skills, as well as strong initiative and the ability to multitask.
• Exceptional customer service skills and, friendly and professional telephone skills.
• Full flexibility to work a variety of shifts ranging between Monday to Saturday, 7:00am to 8:00pm.
• Completion of the following required courses
• Completion and maintenance of standing (per regulatory requirements) for the following required courses must be completed as per the timelines below:
  • Canadian Securities Course (CSC) 1 must be completed within 7 weeks of the start date.
    • Canadian Securities Course (CSC) 2 must be completed within 15 weeks of the start date.

OR

• Completion and maintenance of Chartered Financial Analyst (CFA) certification level 1 or any higher levels of the CFA program.

AND

• Conduct Practices Handbook (CPH) must be completed within 22 weeks of the start date.
• Derivative Fundamentals and Options Licensing Course (DFOL) must be completed within 44 weeks of the start date.

Nice-to-have

• Prior completion and maintenance of standing (per regulatory requirements) with the Canadian Securities Course (CSC) or CFA level 1, Conduct Practices Handbook (CPH) & Derivative Fundamentals and Options Licensing Course (DFOL).

What is in it for you?

• Opportunity to work with one of the top 5 Canadian banks
• Benefits, weekly pay, and vacation
• Full flexibility to work remotely
• Inclusive and fun working environment
• Included in "Best Workplaces in Canada"
• Opportunities for growth and development

À propos d'Aston Carter:

Veuillez noter : Des fraudeurs essaient de se faire passer pour des employés d'Aston Carter. Nous n'utiliserons jamais des services gratuits comme Gmail, Telegram ou WhatsApp pour communiquer avec vous et nouse ne vous demanderons jamais d'argent.

Aston Carter, une division d'Aerotek, est un fournisseur d'envergure mondiale de services de recrutement et de dotation de personnel pour les sociétés à la recherche de professionnels du milieu des affaires hautement spécialisés. Aerotek est une société en exploitation d'Allegis Group, un fournisseur multinational de solutions en matière de talent. Aston Carter s'engage fermement à offrir un service de premier ordre aux clients et aux professionnels du milieu des affaires dans un vaste éventail de disciplines, notamment la comptabilité, la finance, la gouvernance ainsi que la gestion du risque et de la conformité. Avec plus de 60 bureaux en Europe, Asie et Amérique du Nord, Aston Carter offre une expertise locale, régionale et mondiale pour répondre aux besoins uniques de ses clients. Reconnu "best of staffing" par nos clients et le talent que nous recrutons, Aston Carter s'engage à livrer un service hors pair a tous nos partenaires d'affaire.

Numéro du permis d'agence de placement de personnel : AP-2000486 (Canada – Québec)
Numéro du permis d'agence de recrutement de travailleurs étrangers temporaires : AR-2000485 (Canada – Québec)

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

Aston Carter is a distinguished global provider of recruitment and staffing services to companies requiring highly specialized business professionals. As a Best of Staffing® Client and Talent leader, Aston Carter has an unrivaled commitment to delivering first class service to clients and business professionals across a variety of disciplines, including Accounting and Finance as well as Governance, Risk and Compliance. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers' unique needs. Aston Carter is a division of Aerotek. Aerotek is an operating company of Allegis Group, a global talent solutions provider.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Personnel Placement Agency Permit Number: AP-2000486 (Canada – Quebec)
Temporary Foreign Worker Recruitment Agency Permit Number: AR-2000485 (Canada – Quebec)