Investment Registered Representative Investly
Core
Registered Representative supporting Investly clients with account servicing, trading support, platform education, and regulatory oversight throughout the client lifecycle.
Role type
Registered Representative (Investment Services)
Builds
Client accounts and investment portfolios via the Investly digital platform
Domain
Financial Services / Securities / Investment Management
Deliverable
client delivery
Required skills
CIRO registration, CSC/CPH completion, Canadian securities market knowledge, order types and trading practices, retail investor support, registered account administration (RRSP, TFSA, FHSA), compliance judgment, KYC updates
Preferred skills
Online brokerage platform experience, bilingualism (English/French), CIM/PFP/CFP designations
Technologies
Investly platform, digital messaging tools, trading execution systems
Responsibilities
Serve as registered point of contact for clients via phone, email, chat, and secure digital messaging; Support investor activation, engagement retention, account inquiries, and trading processes; Explain account features, order types, trading functionality, fees, and platform tools; Assist clients with account funding, withdrawals, transfers, and asset transfers; Investigate and resolve trade-related inquiries, settlement questions, and operational exceptions; Perform KYC updates and account maintenance reviews; Identify and escalate compliance concerns, suspicious activity, and regulatory issues; Educate clients on platform functionality and investing features.
Seniority
Mid-level (2-5 years experience)
