How you invest matters.
Licensed Trader
Location
Canada
Posted
15 hours ago
Salary
$60K - $75K / year
Seniority
Senior
Job Description
Licensed Trader
Mogo
• Take IntelligentInvesting Securities Inc. member’s buy/sell orders, made through our app, for stocks, ETFs and other investment products, and write trade tickets • Verify sufficient information has been provided in order to process a trade • Ensure member orders are tagged correctly and executed as per instructions • Provide customer service to our members on the phone, through email, and chat • Confirm member identity in order to ensure instructions can be executed • Process member instructions with regard to voluntary re-orgs • Input member instructions with regard to changes in registered account beneficiaries • Complete internal account transfers and transfers in/out of securities from/to external institutions • Check and investigate buy/sell orders and report back to members • Ensure proper settlement and delivery, escalating any discrepancies as required • Maintain accurate daily records of trades • Perform daily reconciliations with our Custodian
Job Requirements
- Background in customer service in the Banking or Investment industry
- Experience supporting an app based product would be a bonus
- Completion of the Canadian Securities Course (CSC) and Conduct Practices Handbook (CPH)
- Completion of the 30-day training program as defined by CIRO while employed with a Dealer Member firm on a full-time basis
- Excellent attention to detail
- Ability to multitask and reprioritize on the fly
- Solid experience resolving customer situations
- Must be bilingual (English/French)
Benefits
- Fully Remote Work
- Comprehensive Health Benefits
- Stock Options
- Flex Vacation
- Wellbeing Programs
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