Bilingual Nurse Case Manager supporting patients, providers, and medication access for Cencora’s Innomar Strategies pharmaceutical services. Coordinating case management, therapy funding, adherence, and treatment logistics.
About the role
- Bilingual Investment Representative at Aviso Wealth managing clients' online trading requests. Responsible for providing client support and ensuring trade execution complies with regulations.
Responsibilities
- Respond to inquiries about Qtrade Investor products and services by phone or email in an efficient, compliant, courteous and professional manner
- Accept orders for transmission, carefully calculating commissions and conversion fees and performing any other relevant calculations quickly and accurately
- Before executing a client’s order, obtain all necessary authorizations, remain aware of any special conditions and liaise with the appropriate department as required
- Facilitate the account documentation process by discussing requirements with the client and ensuring the appropriate forms are completed
- Maintain in-depth knowledge of the operations and conventions of relevant stock and options exchanges and be proficient with the information systems that support Qtrade Investor services
- Stay informed of trends and news that may affect the markets and clients’ investment decisions
- Have a solid understanding of the fundamentals and techniques of securities support services and related functions—such as trade settlement procedures, back-office securities activities, share reorganization issues, margin and trading—and be able to assess individual situations and obtain required authorizations
- Maintain thorough knowledge of all relevant compliance matters as well as applicable regulatory and government policies and procedures
- Identify and report administrative issues and provide recommendations to improve service quality
- Act as the primary client contact for resolving issues and complaints by conducting investigations, recording data, consulting the appropriate department and following up as needed
- Meet or exceed departmental productivity targets
Requirements
- University degree in business or economics, or an equivalent combination of education and experience, considered an asset
- Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), or the Canadian Investment Regulatory Exam (CIRE), is required
- Completion of the Options Licensing and Basic Knowledge of Derivatives course (DFOL) or the Derivatives exam is an asset and must be completed within six months of hire
- Three years of related work experience in the financial services sector
- Registration as an Investment Representative within the past two years is an asset
- Strong problem-solving skills and the ability to de-escalate difficult situations quickly
- Ability to prepare accurate, clear and concise written documentation
- Excellent customer service skills
- In-depth knowledge of market mechanics
- Excellent communication skills in both French and English required
Benefits
- A competitive compensation program that rewards and recognizes individual contributions
- Comprehensive health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation, wellness and fitness benefits, and additional parental leave options
- Supplementary contributions to our retirement program
- A commitment to continuous employee development through learning and development initiatives and a tuition support program
- Regularly organized social events to promote teamwork
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