Senior Mutual Funds Trader – Trading Excellence

Aviso Wealth; Montreal; On-site; CAD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation package

Excellent health, dental and insurance

Generous vacation time and retirement

Job summary

Aviso Wealth Inc. is seeking a Mutual Funds Senior Trader in Montreal to join our Trading team.

You will place daily mutual fund trades for Portfolio Managers, Investment Advisors, and staff, and resolve client and system issues with a high level of professionalism. The role requires 5–10 years in investment management, CSC/CPH or IFIC, bilingual English and French, and strong FundSERV, Dataphile, and MS Office skills.

Qualifications

• CSC, CPH or IFIC certification required.
• Fluent in English and French.
• Experience with mutual funds and market operations.
• Strong analytical and communication skills.

Responsibilities

• Execute daily Mutual Fund trades on Dataphile.
• Process FundSERV trades and cancellations.
• Support PMs, staff and other departments; resolve escalated issues.
• Maintain communications with Mutual Fund companies and regulators.
• Review all trades for accuracy and completeness.

Skills

Bilingual English/French

Client service orientation

Detail-oriented

Strong communication skills

Education

CSC & CPH or IFIC

Tools

Dataphile

FundSERV

Broadridge

MS Word

Excel

Outlook

Job description

Aviso Wealth Inc. is seeking a Mutual Funds Senior Trader in Montreal to join our Trading team.

You will place daily mutual fund trades for Portfolio Managers, Investment Advisors, and staff, and resolve client and system issues with a high level of professionalism. The role requires 5–10 years in investment management, CSC/CPH or IFIC, bilingual English and French, and strong FundSERV, Dataphile, and MS Office skills.