Trading & Cash Management Associate (1 Year

5 months ago

Montréal, Canada PWL Capital Inc. Full time

**General Description**

The Peter Guay Team is a dynamic and evolving team with a mission to enrich the lives of our clients and our colleagues. Canadian high net worth families entrust the Peter Guay Team to manage their investment portfolios and provide holistic financial advice. Providing an excellent client experience while maintaining a rigorous approach to our clients’ wealth management needs is at the core of our values. We’re a growing team in search of talented individuals and are committed to creating a diverse, equitable and inclusive work environment.

The Peter Guay Team operates on the PWL Capital brokerage platform. PWL Capital is a leading firm in market-based investing and the integration of financial planning and investment management. PWL Capital is a Broker Dealer and CIRO member firm.

**Position Summary**

**Responsibilities & Activities**
- Track incoming and execute outgoing regular and ad-hoc cash transfers
- Process wire transfers, request cheques and send electronic funds transfers
- Work with portfolio management team to ensure that client accounts remain fully invested
- Submit and reconcile incoming client account transfers
- Resolve transfer issues and ensure timely delivery of securities
- Execute trading and portfolio implementations as directed by Portfolio Managers
- Trade account positions and manage block trades with our custodian’s trading desk
- Reconcile monthly trading reports and fees
- Be an ambassador of the Peter Guay Team’s approach to wealth management & investing
- Perform other duties, as assigned by the Team Lead

**Qualifications**
- Requirement to communicate effectively in bilingual environment
- Must have 3-5 years of experience in a Canadian brokerage or similar organization
- Must be CIRO licensed as an Investment Representative or Registered Representative
- Must have a university degree in Commerce, Finance, Engineering, the Sciences or a connected field.
- Must have intermediate-advanced experience with Excel
- Proficient knowledge of financial markets and experience trading on Canadian and US stock exchanges
- Exceptional time management skills and attention to detail
- Ability to function well within a team environment
- Other financial designations are considered an asset
- An interest in financial planning is an asset

**How to Apply**

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

**Benefits**:

- Dental care
- Extended health care
- Profit sharing
- Tuition reimbursement
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Application question(s):

- Are you legally eligible to work in Canada?
- Are you CIRO licensed as either an Investment Representative or Registered Representative?
- What are your salary expectations?

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Canadian brokerage or similar organization: 3 years (required)
- Microsoft Excel: 3 years (required)

**Language**:

- French (required)
- English (required)

**Location**:

- Montréal, QC H3Z 3B8 (required)

Ability to Commute:

- Montréal, QC H3Z 3B8 (required)

Work Location: Hybrid remote in Montréal, QC H3Z 3B8

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