from you! This is a Customer Service role in an Investment company. It is supporting either our direct Customers or the Financial Advisors... for unilingual and $28 for bilingual candidates Responsibilities -Support Credit Unions and Customers - problem-solving, info...
). What you must have: Licensed Investment Representative (IR) or Registered Representative (RR). 3+ years in dealer operations, onboarding..., or advisor support. Strong NBIN and back-office experience; CIRO dealer background preferred. Bilingual (English/French...
service experience Investment Representative superstars Help to ensure that people know the importance of their roles... of high performing experience as an Investment Representative/frontline trade contact centre role Ideally 2 years...