Investment Representative

Communication - Marketing - Sales
Financial services
Call centre
August 31, 2017
Updated on
May 1, 2018
Valid until

This individual projects an excellent image of Qtrade Investor through telephone and email and provides reliable information and excellent service to our online clients.

Qtrade Financial Group is a national, award-winning, integrated financial services company with over $13.5 billion in assets. Qtrade provides a comprehensive and competitive suite of wealth solutions including self-directed online brokerage, digital advice (robo advice), full-service brokerage, wealth and investment management platforms and services, custodial and introducing broker services, and insurance. Qtrade is a trusted partner to over 150 organizations, including credit unions, banks, trust companies, insurance companies, investment dealers, portfolio managers, and financial planning firms. Qtrade Financial Group is backed by Desjardins Group, the leading cooperative financial group in Canada and the sixth largest cooperative financial group in the world.

At Qtrade, you’ll find a professional, energetic, and fast paced company filled with hard working and passionate people who enjoy working with their colleagues. We offer opportunities to do interesting and challenging work, a competitive compensation package, and regular social events.

Job Overview:

Our excellent trade desk’s customer service has received gold-standard accolades yet again from Surviscor, following Qtrade’s number one ranking in the latest Globe and Mail survey of online brokers. If you have completed the CSC and it’s still current, have a solid understanding of the markets, have previous call centre experience and have excellent customer service skills, we would love to hear from you!

Acting as the front-line of the company in a call centre environment, this individual projects an excellent image of Qtrade Investor through telephone and email with professionalism and friendliness, and provides reliable information and excellent service to our online clients.

Duties and Responsibilities:

Provide prompt and courteous service to Qtrade clients, employees, partner staff, and the general public (in English and French);

Review and process online and phone orders for equities, mutual funds, options, foreign exchange, new issues, bonds, and other investment products;

Investigate account related enquiries and problem solve/resolve any issues;

Work closely with other departments to provide accurate and timely information to clients regarding new accounts, reorganizations, transfers, and credit/compliance issues;

Maximize client experience by monitoring order queues and responding to client phone calls in a timely manner;

Provide clients with accurate information relating to their Qtrade accounts, order entry, stock exchanges, alternative marketplaces, quotes, and Qtrade’s products and services;

Full understanding of applicable rules, policies, procedures, and regulations of the industry;

Various duties and projects as assigned.


Bilingual with French. Can speak and write fluently in French.

Completion of the Canadian Securities Course (CSC) and, ideally, the Conduct and Practices Handbook (CPH)

Call Centre experience in a financial institution (telephone banking, credit cards)

Strong understanding and fluency with the markets.

Strong front-line customer service experience, attitude and skills.

Excellent verbal communication skills over the phones.

Strong written communication skills.

Quickness with numbers, mathematically inclined.

Strong organizational and time management skills

Strong initiative and problem solving skills.

Strong interpersonal skills to work across all Qtrade departments.

Must be able and willing to sit for long periods of time in a call centre environment.

Basic troubleshooting skills on PCs and understanding of various browsers (Internet Explorer, Chrome, Firefox, Safari). (Advise clients over the phone how to handle cookies, how to clear cache settings, etc.)

For more company information, please refer to our website at

Qtrade Financial Group welcomes and encourages applications from all qualified individuals including persons with disabilities. Ifyou require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for applying; however only those applicants selected for an interview will be contacted.