As a member of the Trade desk team, an Investment representative (IR) / Trade Desk Representative is the primary and crucial first point of contact at the Questrade Trade Desk contact center. An IR will be responsible for handling all inbound calls in relation to trade related topics, while delivering stellar quality and accuracy of information prioritizing a client centric focus. As a licensed IR, you will have the opportunity to expand your knowledge and deal with various trade related topics such as equities, options, fixed income, precious metals, mutual funds, FX and more. If you are an effective problem solver, pay extreme attention to detail, a team player and hungry to learn, this may be the opportunity for you.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

Delivering a superior client experience. Going above and beyond each call to ensure top client satisfaction.
Becoming a product expert in all trade-related issues. Resolving any trade concerns in a professional manner. This will involve strong cross communication between multiple departments to ensure client issues are solved effectively.
Becoming a go-getter. Looking for ways to enhance all client service experiences on the phone by ensuring processes are efficient and any issues are diligently dealt with and solved effectively.
Paying extreme attention to detail. Assisting in entering client trade requests in the most diligent manner.
Being collaborative and communicating with various teams executing exchanges, technology support, risk and credit, settlements, and client services to ensure proper handling and success of client issues.
Performing other duties as assigned.

So are YOU our next Investment Representative (IR) / Trade Desk Representative? You are if you…

Have 2+ years of related work experience in a call center, preferably in a financial services environment
Have broad investment product knowledge in Equities, Derivatives, Fixed Income, Mutual Funds, FX and more
Understand firm risks, compliance requirements and limitations and understand what needs to be prioritized
Are detail oriented with an acute attention to accuracy and ability to multitask
Are confident in taking ownership over any problems encountered and ensuring issues are resolved in a timely and effective manner
Have a strong ability to communicate effectively and precisely under unique circumstances and can effectively solve any client issues
Are able to set goals, and work independently
Have the drive to become a subject expert to consolidate, solve and refine any trade related issues
Are willing to embrace unique circumstance and can easily and calmly navigate escalations by understanding the risks and knowing how to prioritize them
Are solution-focused and able to work with many departments and Traders to develop strong product knowledge and future opportunities
Are an CIRO licensed IR or have your CSC, CPH, and DFOL up to date
Are available to work overnight or from 3:30 am

Additional kudos if you…

Are proficient in Python programming with a solid understanding of its core concepts and applications, relevant to financial trading with a demonstrated ability to write and troubleshoot Python scripts to support trade desk operations and automate routine tasks

Additional Information…

If you are not an CIRO licensed IR, you will be titled Trade Desk Representative and will be able to perform the non-registered tasks of the role
You will also be required to successfully complete additional Canadian Securities Institute courses to satisfy CIRO standards, including the CSC, CPH and DFOL within a determined timeframe and in accordance with Questrade’s Educational Assistance Policy

Sounds like you? Click below to apply!

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