At a Glance
- Tasks: Process trades and provide exceptional service to clients in the fintech space.
- Company: Join IntelligentInvesting, a dynamic fintech subsidiary of Orion.
- Benefits: Enjoy remote work, comprehensive health benefits, stock options, and flexible vacation.
- Other info: Great opportunity for career growth in a fast-paced environment.
- Why this job: Be part of an innovative team shaping the future of investments.
- Qualifications: Customer service experience in banking or investments; bilingual in English/French.
The predicted salary is between 60000 - 75000 $ per year.
IntelligentInvesting Securities Inc. (formerly MogoTrade) is a subsidiary of Orion, a dual-listed fintech company (TSX/NASDAQ) focused on building innovative financial infrastructure across wealth management, payments, and capital allocation. IntelligentInvesting Securities Inc. is a CIRO regulated Order Execution Only (OEO) firm operating from Montreal with operations across Canada. 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 - $75,000
What 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.
Licensed Trader in Montréal employer: Orion Digital
Orion Digital is an exceptional employer that fosters a culture of innovation and autonomy, allowing employees to take ownership of their work while collaborating in small, agile teams. With fully remote work options, comprehensive health benefits, and meaningful equity participation, Orion prioritizes employee well-being and growth, making it an ideal place for those looking to make a significant impact in the fintech space.
