Licensed Trader

Montreal, QC, Canada

Job Description


Are you passionate about creating memorable experiences? Do you have an interest in Investments, Crypto, and everything Fintech? We’re looking for a Licensed Trader to join our new MogoTrade team! This role will play a key part in providing stellar customer service to our members while ensuring our member trade requests are processed accurately. What you’ll do:

  • Take MogoTrade 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
  • Act as a brand ambassador for Mogo, regularly using our suite of products, sharing the brand with friends and family, and providing feedback to the team for improvements
What you’ll need:
  • 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 IIROC 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
  • Bilingual (English/French) is preferred
About Us Mogo (TSX, NASDAQ:MOGO) is empowering its more than one million members with simple digital solutions to do money like you mean it. Through the free Mogo app, consumers can access a digital spending account with Mogo Visa* Platinum Prepaid Card, the only card of its kind in Canada. The MogoCard makes it easy to enjoy spending control while doing good for the planet by planting a tree for every purchase. The Mogo app also enables you to easily buy and sell bitcoin, get free monthly credit score monitoring and ID fraud protection, and access personal loans. Mogo’s wholly-owned subsidiary, Carta Worldwide, also offers a digital payments platform that powers the next-generation card programs from innovative fintech companies in Europe, North America and APAC, while Mogo’s wholly-owned subsidiary Moka is bringing automated, fully-managed flat-fee investing to Canadians from coast to coast to coast. To learn more, please visit mogo.ca or download the mobile app (iOS or Android). At Mogo, we leverage technology and design to push boundaries and transform the future of financial services. In a world dominated by big banks, archaic financial processes, and hidden fees, making money easy and engaging for Canadians is more important than ever. We’re solving complex, real-world problems and bridging gaps by creating products that help our members build wealth, achieve their financial goals, and contribute to saving the planet. btDQ9U4rpT

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Job Detail

  • Job Id
    JD2002147
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Montreal, QC, Canada
  • Education
    Not mentioned