Trade Representative

David Aplin Group - Gatineau, QC (14 months ago)

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David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit a talented Bilingual Trades Representative for their office here in Ottawa.

The successful incumbent will be responsible for maintaining the highest standard of quality service by effectively facilitating trade instructions and responding to inquiries from current and prospective clients. The incumbent will also provide support to our client’s regional offices across Canada and play a critical role in the retention of current clients while actively generating new client leads as well as identifying opportunities to market our client’s services and products.

The Role:
Respond to incoming calls/correspondence from current and prospective clients and/or their representatives and regional offices across Canada.

Responsible for maintaining a follow-up system for inquiries/complaints/problem resolution, etc. and ensures that established standards are being met.

Very good understanding of the financial services industry and its variety of services, investment account types, and financial instruments such as mutual funds, bonds, and equities including a good understanding of the rules regarding RRSPs, RRIFs, TFSA, and non-registered investments as well as applicable tax-related issues.

Ability and understanding to trade in mutual funds, equities, and fixed income products.

Place trades accurately and complete all necessary follow-up.

Complete and current knowledge of all internal trading policies, rules of the stock exchanges, and guidelines of the IIROC, combined with the ability to relate these issues to specific client situations so that the interest of the client is protected at all times.

Identify opportunities for client retention and lead generation;

Identify opportunities to market the services and products and participates in all Pro-activity campaigns.

The Ideal Candidate:
University degree with 2 to 3 years of front-line experience within a call centre and/or the financial services industry.

Must be fluently bilingual (French English).

Strong client/customer-facing experience.

Strong planning and organizational skills.

Ability to learn quickly and easily assimilate new procedures into daily workflow.

Capable of working without close supervision; ability and desire to work in a team-oriented environment.

Ability to remain calm under pressure.

Completion of the Canadian Securities Course would be a strong asset.

Formal telephone and customer service-related training are definite assets.

Knowledge of the Capital market and financial industry.

Ability to learn quickly and easily assimilate new procedures into daily workflow.

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to David Newark or Kelly Stephan, Aplin Information Technology. Visit our website at to view our job opportunities, career tips, and tools. We thank all applicants; however, only those selected for an interview will be contacted.


If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly four decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations! #LI-DNP #IND-DNP

Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at