Licensed Trader

Canada
$60,000-75,000 per year
Permanent
Full-time

13 days ago

Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.Licensed TraderRemoteFull TimeIntelligentInvesting Securities Inc.Mid LevelAbout the Role:IntelligentInvesting Securities Inc. (formerly MogoTrade), a subsidiary of Orion, is a dual-listed fintech company (TSX/NASDAQ) focused on building innovative financial infrastructure across wealth management, payments, and capital allocation.We are seeking a Licensed Trader to join our IntelligentInvesting team and play a key role within our Trading and Operations function. In this role, you will report directly to the Chief Compliance Officer and Ultimate Designated Person (UDP), working closely with both Compliance and Operations to support our expanding client base.This position is ideal for someone passionate about delivering exceptional client experiences and interested in the evolving world of investments and fintech. As a Licensed Trader, you will be instrumental in providing outstanding service to our members while ensuring trade requests are processed accurately, efficiently, and in accordance with regulatory requirements.Base Salary for this role: $60,000 - $75,000What You’ll Do:

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

What You’ll Bring:

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 of working with us:

Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed.
Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending Account
Stock Options - Meaningful equity participation aligned with long-term value creation and company growth
Flex Vacation - Benefit from paid time off, including vacation and personal days
Wellbeing Programs - Access counselling services, mental health support, and additional wellness resources

ApplyApply for this positionRequired*First Name*Last Name*Email Address*Phone*Address*Resume*We've received your resume. Click to update it.orAttach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) orPaste your resume here orCover LetterWhat's your citizenship / employment eligibility?*LinkedIn Profile URL:Desired salary*Earliest start date?*Are you located in Canada?
Please apply if you are located Canada only.*Have you completed the Canadian Securities Course (CSC) and Conduct Practices Handbook (CPH)?*Have you completed the 30-day training program as defined by CIRO?*Are you bilingual in English and French?*Human Check*This website uses cookies and other analytics technologies. By selecting "Allow", you consent to the recording, use and sharing of your website activity by this website and its service providers.

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