Trading Associate

4 weeks ago

Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

**Trading Associate**

**Location**: This position will be based in our Toronto office.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2023 Brokerage Report Card._

**The Team**:
Rosedale Family Office is a multi-family office that has been serving families across Canada and the United States for the past 20 years. We help our clients achieve their goals through; Investment management, Tax and Estate Planning, Business and Succession Planning, Charitable Giving and a host of other services that are customized to your family’s needs.

Your financial future relies on a strong team around you who anticipate your needs and responds to your every concern. Just as you take a long-term approach to your wealth, we have built a multi-generational team to ensure our client relationships are for life.

**The opportunity**:
Wellington-Altus is currently recruiting for a Trading Associate to join the Rosedale Family Office Team in our Toronto (Rosedale) office. Reporting to the Senior Investment Advisor, Portfolio Manager, the Trading Associate will act as a resource person for the team’s Portfolio Managers with trading, portfolio management, and research tasks and transaction processing related to managing client accounts and the team’s proprietary investment models.

**Key responsibilities include**:

- Being responsible for daily monitoring of capital movements and transactions for all client portfolios.
- Determining optimal tactical asset allocation across accounts for all households.
- Organizing and building trade lists.
- Executing fixed income and equity trades on large volumes of high value trades.
- Collaborating with the investment management committee at weekly meetings.
- Monitoring market prices and macro conditions.
- Researching industry related information from a variety of sources as requested by Portfolio Managers.
- Keeping abreast of policy and procedure changes within the firm and industry.
- Being committed to rigorous follow up in relation to all client transactions, to ensure proper processing and minimization of errors.
- Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
- Performing other duties as assigned.
- A bachelor’s in business administration, accounting, finance, or similar field of study.
- 3 years' finance industry experience with experience in trading equity and fixed income.
- A High level of proficiency in Microsoft Office tool; specifically, Excel.
- Experience with Bloomberg, Thomson One, Bulk Trading software.
- An ability to maintain composure and communicate effectively in high-stress situations.
- A commitment to getting IR or RR licensed along with ongoing Continuing Education requirements.
- A demonstrated ability to independently prioritize and accomplish tasks with mínimal supervision.
- An excellent attitude and commitment to providing extraordinary service.
- A proven ability to independently identify problems and make suggestions for improvement.
- An ability to adapt quickly to changing needs and work requirements; stay up to date on all processes and procedures.
- Strong organizational and prioritization skills.
- Excellent attention to detail.
- A reliable, consistent work ethic.
- A CFA designation is an asset.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- Current and maintained registration as an IR or RR, including completion of all courses and experience requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**:
**Experience**: Preferred
- 3 year(s): Finance industry experience.

**Education**: Preferred
- Bachelor's degree or better in Finance or related field
- Bachelor's degree or better in Accounting or related field
- Bachelor's degree or better in Business Administration or related field

**Licenses & Certifications**: Preferred
- CFA®

**Behaviors**: Preferred
- Team Player: Works well as a member of a group
- Loyal: Shows firm and constant support to a cause
- Innovative: Consistently introduces new ideas and demonstrates original thinking
- Enthusiastic: Shows intense and eager enjoyment and interest
- Detail Oriented: Capable of carrying out a given task

  • Trading Associate

    2 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

    Trading AssociateLocation: This position will be based in our Toronto office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management...

  • Trading Operations Associate

    2 weeks ago

    Toronto, Ontario, Canada BroadGrain Full time

    TRADING OPERATIONS ASSOCIATE - TORONTO, ON:BroadGrain Commodities Inc. ("BroadGrain") is a fast-growing global company trading and transporting grains, cereals, oilseeds, corn and by-products. We use our expertise and experience in logistics, sourcing and distribution to connect our customers to global markets while providing excellence in customer service....

  • Trade Support Associate

    2 weeks ago

    Toronto, Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a major Financial Institution, is looking to add an Associate to their Trade Support team. This role isa 12 month contract to cover a maternity leave and has the potential to go fulltime. In this role the successful candidate will provide timely support to the trade desk on T+0. This includes processing trades, following up on and resolving...

  • Associate Compliance Officer, Trade Surveillance

    3 weeks ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Associate Compliance Officer, Trade Surveillance (1-year Contract) page is loaded Associate Compliance Officer, Trade Surveillance (1-year Contract) Apply locations Toronto, ON, CAN time type Full time posted on Posted 4 Days Ago job requisition id R App

  • Associate, Trade Floor Supervision

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200231 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Global Banking and Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years....

  • Associate Compliance Officer, Trade Surveillance

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 **Note this is a 1-year contract opportunity.** BMOII’s Trade Surveillance team within the Legal, Regulatory, Compliance and Procurement Group (LRCP) has an opening for an Associate Compliance Officer (1-year contract) who will be responsible for conducting daily and monthly trade surveillance activities for...

  • Associate Lawyer

    1 month ago

    Old Toronto, Canada Millar Kreklewetz LLP Full time

    Millar Kreklewetz LLP is looking for an Associate Lawyer to join our outstanding team!The ideal candidate will have between 0 – 3 years’ experience and new calls are welcome to apply!Millar Kreklewetz LLP is a a super-boutique Canadian tax and trade law firm, with litigation and planning expertise in Indirect Tax (e.g., GST/HST, Sales Tax, Fuel Tax,...

  • Associate Lawyer

    1 month ago

    Old Toronto, Canada Millar Kreklewetz LLP Full time

    Millar Kreklewetz LLP is looking for an Associate Lawyer to join our outstanding team!The ideal candidate will have between 0 – 3 years’ experience and new calls are welcome to apply!Millar Kreklewetz LLP is a a super-boutique Canadian tax and trade law firm, with litigation and planning expertise in Indirect Tax (e.g., GST/HST, Sales Tax, Fuel Tax,...

  • CEO (chief executive officer) - trade, broadcasting and other services

    3 weeks ago

    Old Toronto, Canada EastAfrican Mineral Trading Inc. Full time

    CEO (chief executive officer) - trade, broadcasting and other services Verified This job was posted directly by the employer on Job Bank. Posted onJune 05, 2024 by Employer details EastAfrican Mineral Trading Inc. Job details CEO (chief executive officer) - trade, broadcasting and other services Verified This job was posted directly by...

  • CEO (chief executive officer) - trade, broadcasting and other services

    3 weeks ago

    Old Toronto, Canada EastAfrican Mineral Trading Inc. Full time

    CEO (chief executive officer) - trade, broadcasting and other services Verified This job was posted directly by the employer on Job Bank. Posted onJune 05, 2024 by Employer details EastAfrican Mineral Trading Inc. Job details CEO (chief executive officer) - trade, broadcasting and other services Verified This job was posted directly by the...

  • CEO (chief executive officer) - trade, broadcasting and other services

    4 weeks ago

    Old Toronto, Canada EastAfrican Mineral Trading Inc. Full time

    CEO (chief executive officer) - trade, broadcasting and other services Verified This job was posted directly by the employer on Job Bank. Posted onJune 05, 2024 by Employer details EastAfrican Mineral Trading Inc. Job details CEO (chief executive officer) - trade, broadcasting and other services Verified This job was posted directly by the...

  • Trade Support Associate

    3 weeks ago

    Toronto, Canada FLEETCOR Full time

    What We Need FLEETCOR is currently looking to hire a Trade Support Associate within our Corpay division. This position falls under our Corpay Cross Border line of business and is located in 212 King Street West, Toronto ON. You will report directly to Director, NA Cash Trading and Trading Operations and regularly collaborate with team(s)/department(s). The...

  • Associate, Trade Floor Supervision-ecomm

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 165727Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeTrade Floor Supervision is mandated to reduce the regulatory, reputational, and operational risks associated to the sales and trading function on a global basis. This is accomplished by monitoring daily, weekly, and monthly...

  • Fixed Income Trading Associate

    3 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This role exists to provide competitive execution of fixed income trades and related support for RBC DS Investment Advisors. A successful fixed income trading associate will be respected for both trade execution skills and the ability to offer sound opinions and insights. Execution includes: maintaining...

  • Investment Associate, Global Trade Execution

    2 weeks ago

    Toronto, Canada Ontario Teachers' Pension Plan Full time

    The opportunity Who you'll work with The Investment Associate will work closely with a highly collaborative group of traders each with their own diverse skillsets and product knowledge. This atmosphere unfolds in a friendly and open environment where you will work side by side with highly experienced investment professionals. We embrace diversity of...

  • Trade Compliance

    3 weeks ago

    Toronto, Ontario, Canada Lush Handmade Cosmetics Full time

    Trade Compliance & Customs Support SpecialistThe Trade Compliance & Customs Support Specialist plays an essential role in growing talent in our business through collaboration and sharing best practices with the Lush Manufacturing and Retail entities and stakeholders. You know how to be curious about opportunities and how to be real with feedback and...

  • Associate, Trade Floor Supervision

    1 month ago

    Toronto, Canada Scotiabank Full time

       Requisition ID: 200231Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets  Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years....

  • Associate, Trade Floor Supervision

    1 month ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200231 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years....

  • Fixed Income Trading Associate

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity? This role exists to provide competitive execution of fixed income trades and related support for RBC DS Investment Advisors. A successful fixed income trading associate will be respected for both trade execution skills and the ability to offer sound opinions and insights. Execution includes: maintaining...

  • Associate - Trading Business Management

    2 weeks ago

    Toronto, Ontario, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department Overview TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities...