Licensed Trader With Compliance Focus (Montreal)

Licensed Trader With Compliance Focus (Montreal)

16 Oct
|
Orion Digital
|
Montreal

16 Oct

Orion Digital

Montreal

Become a Licensed Trader with IntelligentInvesting Securities Inc. in a role emphasizing compliance and client service. Support trading operations while engaging with members effectively.Based in Montreal, this position involves working alongside the Chief Compliance Officer to process trades accurately for clients across Canada. You will manage orders, verify identity, and deliver high levels of service while ensuring adherence to regulations. If you are enthusiastic about fintech, this role may be the perfect fit.Key Responsibilities:Process and execute client orders for various investment productsVerify client information and trade detailsProvide timely assistance via phone, email, and chatConfirm identity before executing member instructionsMaintain accurate trade records and perform daily reconciliationsRequirements:Customer service experience in Banking or InvestmentsRequired completion of CSC and CPHMust speak both English and FrenchStrong focus on detail and ability to multitaskFulfillment of CIRO training while with a Dealer MemberEnhance your career at IntelligentInvesting by delivering expert trading services.

📌 Licensed Trader With Compliance Focus (Montreal)
🏢 Orion Digital
📍 Montreal

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: licensed trader with compliance focus (montreal) / montreal

Subscribe to this job alert:

Get the latest job offers by email for: licensed trader with compliance focus (montreal) / montreal