Licensed Trader

Orion Digital; Montreal; Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Fully Remote Work

Comprehensive Health Benefits

Stock Options

Flex Vacation

Wellbeing Programs

Job summary

IntelligentInvesting Securities Inc. is seeking a Licensed Trader to join its IntelligentInvesting team and support regulatory-compliant trade processing.

The role requires handling buy/sell orders for stocks, ETFs, and other investment products via our app, verifying details, and providing member support by phone, email, and chat. Bilingual English/French and CIRO qualifications are required.

Qualifications

• Experience in banking or investment customer service is required.
• Completion of the Canadian Securities Course (CSC) and Conduct Practices Handbook (CPH).
• Completion of CIRO's 30-day training program with a Dealer Member firm on a full-time basis.
• Excellent attention to detail and ability to multitask.

Responsibilities

• 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.
• 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.
• Perform daily reconciliations with our Custodian.

Job description

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 OrderExecutionOnly (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

What You’ll Do:

• 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
• 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
• Perform daily reconciliations with our Custodian

What You’ll Bring:

• 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 CIRO 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
• Must be bilingual (English/French)

Benefits of working with us:

• Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed.
• Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending Account
• Stock Options - Meaningful equity participation aligned with long-term value creation and company growth
• Flex Vacation - Benefit from paid time off, including vacation and personal days
• Wellbeing Programs - Access counselling services, mental health support, and additional wellness resources