Aston Carter Looking for REMOTE Bilingual Investment Advisor at Ontario Full Time

Required Skills/Experience

• Previous investment experience and strong knowledge of industry and general investment products

• Investment Funds of Canada (IFIC) completed and still valid

• Bilingual (French/English)

• Previous contact center experience considered an asset

• Ability to work from home – hardwired internet connection and a quiet workspace

Position Overview

Responsible for providing professional, attentive and accurate advice when responding to inbound or one bound calls from our clients regarding all investment-related inquiries. You will be providing a superior experience through engaging clients in conversations, using active listening skills and effective probing questions to identify and understand our clients’ immediate and future investment needs as well as their short and long-term financial goals.

Core Responsibilities

• Identify short and long-term needs, offering value-added advice, and taking accountability for the resolution of customer concerns.

• Respond to emails from our clients, delivering financial advice designed to satisfy clients’ total financial services needs and build long-term relationships.

• Provide an exceptional degree of customer care at all times, ensuring clients receive the optimal service at a level that meets their needs, either personally or by referring them to the appropriate sales partner.

• Take ownership for all investment-related inquiries, including Guaranteed Investment Certificates (GICs), TFSA’s and mutual funds.

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.