Bilingual Licensed Trader — Fintech Trading Ops

Insight Global; Vancouver; Presencial; CAD 70.000 - 110.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Bilingual English/French

Customer service oriented

Educación

CSC (Canadian Securities Course)

CPH (Conduct and Practices Handbook)

CIRO 30-day training program

Herramientas

Excel

Descripción del empleo

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.