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Junior Trader

4 months ago

Toronto, Canada CI Financial Full time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

The Junior Retail Trader - VIP Support role will work to create an excellent client experience by supporting the traders, quickly attending to clients’ trading needs and resolving any related client issues in a timely and professional manner.
- Resolve trade related inquiries via various inbound communication channels in a prompt, courteous, and professional manner and follow up with clients on any outstanding issues
- Provide support to traders executing broker assisted trades (Equities, Mutual Funds, Bonds, GICs, Options) and buy-ins with accuracy and in accordance to company and industry standards
- Act as a primary point of contact for internal departments regarding requests for market information, order processing, etc.
- Handle and resolve escalated trade related issues
- Communicate with internal teams to resolve any issues that may arise and to ensure that accounts and funds are in good standing
- Other duties and ad hoc projects relevant to the position shall be assigned as required
- Minimum 2 years of experience in the financial industry with trading and brokerage experience
- Proficiency with Excel and experience using Thompson Reuters, Fundserv, and CBID would be an asset

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CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines