Bilingual Licensed Trader

Insight Global; Vancouver; On-site; CAD 70,000 - 110,000; Full time

Job summary

Insight Global in Vancouver is seeking a bilingual Licensed Trader to join a growing Canadian fintech and regulated investment dealer. The role supports trading, operations, and member service for an app-based investing platform, ensuring client instructions are processed accurately and in compliance with regulatory requirements.

The role reports to senior compliance leadership and works with Compliance, Operations, and the custodian.

Qualifications

• Bilingual fluency in English and French is required.
• Completion of CSC and CPH is required.
• CIRO 30-day training must be completed while employed full-time with a Dealer Member.
• Current or recent registration eligibility for a regulated trading role in Canada.
• 1–2 years of experience in investment services or related regulated environment.

Responsibilities

• Support buy and sell orders for stocks, ETFs, and other investments submitted through an app-based platform.
• Review trade requests for completeness and verify client identity.
• Investigate trade activity and communicate updates to clients with regulatory compliance in mind.
• Provide customer service via phone, email, and chat for account and transaction questions.
• Process transfers and reorganizations, beneficiary changes, and transfers to/from external institutions.
• Monitor settlement, maintain daily trade records, and perform reconciliations with the custodian.
• Coordinate with back-office and custodial partners on market activity and order handling.
• Contribute ideas to improve workflows and AI-enabled tool usage across the function.

Skills

Bilingual English/French

Customer service oriented

Education

CSC (Canadian Securities Course)

CPH (Conduct and Practices Handbook)

CIRO 30-day training program

Tools

Excel

Job description

Job Description

Insight Global is seeking a bilingual Licensed Trader to join a growing Canadian fintech and regulated investment dealer.

This individual will support trading, operations, and member service for an app-based investing platform, ensuring client instructions are processed accurately, efficiently, and in accordance with regulatory requirements. The role reports to senior compliance leadership and works closely with Compliance, Operations, and the firm’s custodian.

Responsibilities

• Support buy and sell orders for stocks, ETFs, and other investment products submitted through an app-based investing platform, including preparing trade tickets when manual execution is required.
• Review trade requests for completeness, verify client identity, and ensure orders are correctly tagged and executed according to client instructions.
• Investigate trade activity, communicate updates to clients, and escape discrepancies or exceptions as required.
• Provide responsive customer service by phone, email, and chat, helping clients resolve account, transfer, and transaction-related questions.
• Process voluntary reorganizations, registered account beneficiary changes, internal account transfers, and transfers of securities to and from external institutions.
• Monitor settlement and delivery, maintain accurate daily trade records, and complete daily reconciliations with the custodian.
• Coordinate with back-office and custodial partners regarding market activity, trading halts, order handling, and operational issues.
• Contribute ideas to improve workflows, the client experience, and the effective use of AI-enabled tools across the function.

Skills and Requirements

• Bilingual fluency in English and French.
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
• Completion of the CIRO 30-day training program while employed full-time with a Dealer Member firm.
• Current or recent registration eligibility for a regulated trading role in Canada.
• At least 1–2 years of relevant experience in investment services, trading operations, brokerage operations, or a closely related regulated environment.
• Strong customer-service experience within banking, investments, or financial services, including the ability to resolve client concerns professionally.
• Excellent attention to detail, sound judgement, and the ability to reprioritize quickly in a regulatory-sensitive environment.
• Availability during Canadian market hours, with typical working hours of 8:30 a.m.–5:00 p.m.
• Experience supporting an app-based brokerage, wealth-management, or financial-services product.
• Experience with order-entry, book-of-record, custodial, reconciliation, transfer, or settlement workflows.
• Working knowledge of Excel and comfort learning new trading and operational systems.
• An interest in fintech, process improvement, and the responsible use of AI tools.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].