Investment Registered Representative Investly
Core
Serve as a registered point of contact for Investly clients, providing account servicing, trading support, platform education, and regulatory oversight throughout the client lifecycle.
Role type
Registered Representative (Investment Advisor)
Builds
Client trust and retention on the Investly digital platform
Domain
Canadian Financial Services / Securities Trading
Deliverable
client delivery
Required skills
CIRO registration, CSC/CPH completion, knowledge of Canadian securities markets, order types, and trading practices, experience with RRSP/TFSA/FHSA accounts, retail investor support
Preferred skills
online brokerage platform experience, bilingualism (English/French), CIM/CFP/PFP designations
Technologies
Investly platform, secure digital messaging channels
Responsibilities
Serve as a registered point of contact via phone, email, chat, and secure digital messaging; Support investor activation, engagement, retention, and self-service adoption; Explain account features, order types, trading functionality, and fees; Escalate complex client concerns to internal teams; Assist with account funding, transfers, and asset movement; Investigate and resolve trade-related inquiries and operational exceptions; Perform KYC updates and account maintenance reviews; Identify and escalate compliance concerns and suspicious activity; Educate clients on platform functionality and investing features; Advocate for client voice in digital platform evolution