Direct Investing Banking Advisor
One of Aston Carter’s clients (One of Canada’s top 5 banks) is looking to add top talent to their Digital Banking Advisor team. Aston Carter is actively interviewing for this role and encourage those ready to make their next career move to apply. Through our application process, we want to ensure that candidates know their application status and qualified candidates can expect to hear back within 48 business hours after application! We are looking for enthusiastic customer service professionals that have great problem solving skills, customer centric mindset and want to develop their career in the banking and finance industry. This opportunity is 90% work from home – with a 12 week paid training period of being completely virtual! This opportunity will offer highly valued and recognized banking and financial industry courses that must be completed which will set you apart from other candidates AND increase your industry earning potential exponentially.
This role is a 6-month contract that can enhance someone’s professional career through networking and continue to gain valuable banking sector experience! This is one of the more technical banking roles that allows you to develop and gain valuable banking skillsets that can lead to technical roles in the banking industry. If you are passionate about delivering exceptional customer service and providing solutions for client’s needs, you can build a long term career as a highly knowledgeable professional banking advisor with our client. This position has a high potential to move into an extension of contract with the bank given good performance.
Description:
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 is crucial to your success in this role, along with the ability to thrive in a fast-paced team environment.
Responsibilities:
• 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 the bank and Direct Investing Inc. 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 Bank Enterprise and Direct Investing Inc. 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.
Qualifications:
• Strong English and Mandarin communication (verbal, written, and transcription), analytical and time-management skills, along with an attention to detail.
• Must be able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)
• University or College degree/diploma or a minimum of 1 year of relevant business experience in a client service role, driven to help meet clients’ needs.
• Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills
• Excellent team building, problem resolution, and computer navigation skills, as well as strong initiative and the ability to multi task.
• Exceptional customer service skills and, friendly and professional telephone skills.
• Full flexibility to work any time between 7am-12am EST (Mon-Sun) with 8 hour shifts.
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) is strongly preferred but not a requirement. Please see below.
Completion of the following required courses
o Completion and maintenance of standing (per regulatory requirements) for the following required courses or 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
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.
This position also offers health benefits; This role can move into an extension of contract with great performance that could potentially offer future growth opportunities in more technical banking roles. Networking opportunities and banking industry experience.
If you meet the qualifications and are ready for your next career move, please apply with your most up to date resume!
#CANBank23
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.
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.
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