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 Order Execution Only (OEO) firm operating from Montreal with operation across Canada.
What they're looking for
- 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
More about this 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 Order Execution Only (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 - $75,000
- Take IntelligentInvesting Securities Inc. member’s buy/ sell...
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