About the Role: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 OrderExecutionOnly (OEO) firm operating from Montreal with operation 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 - $75,000What 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 ticketsVerify sufficient information has been provided in order to process a tradeEnsure member orders are tagged correctly and executed as per instructionsProvide customer service to our members on the phone, through email,



and chatConfirm member identity in order to ensure instructions can be executedProcess member instructions with regard to voluntary re-orgsInput member instructions with regard to changes in registered account beneficiariesComplete internal account transfers and transfers in/out of securities from/to external institutionsCheck and investigate buy/ sell orders and report back to membersEnsure proper settlement and delivery, escalating any discrepancies as requiredMaintain accurate daily records of tradesPerform daily reconciliations with our CustodianWhat You'll Bring:Background in customer service in the Banking or Investment industry, experience supporting an app based product would be a bonusCompletion 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 basisExcellent attention to detailAbility to multitask and reprioritize on the flySolid experience resolving customer situationsMust be bilingual (English/French)Benefits of working with us:Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible work from home, supported by the tools and resources needed to succeed.Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending AccountStock Options - Meaningful equity participation aligned with long-term value creation and company growthFlex Vacation - Benefit from paid time off, including vacation and personal daysWellbeing Programs - Access counselling services, mental health support, and additional wellness resources

📌 Licensed Trader (Montreal)
🏢 Orion Digital
📍 Montreal