Junior Retail Trader

4 days ago


Toronto, Canada CI Financial Full time

**ABOUT US**

CI Direct Trading is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
**POSITION**:Junior Retail Trader - VIP Support
**LOCATION**: Toronto, ON (M5L 1L5)
**STATUS**: Full-Time
**JOB OVERVIEW**

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.
**WHAT YOU WILL DO**
- 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
**WHAT YOU WILL BRING**

Experience
- 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

Education/Training
- Bachelor’s degree in Business, Finance, or related field of study
- Successfully obtained Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is a must
- Completion of Derivatives Fundamentals and Options Course (DFOL) or Trader Training Course (TTC) would be an asset

Knowledge, Skills, and Abilities
- Excellent knowledge of investment industry and products
- Excellent verbal and written communication skills
- Self-initiated, fast learner with a positive attitude
- Strong time management and organizational skills
- Ability to work with a team and independently with mínimal supervision
- Ability to prioritize workload in a busy environment, manage multiple priorities with accuracy and a strong focus on attention to detail
- Keep current on market knowledge and industry trends
**WORKING CONDITIONS**:
Hybrid: work from home/office environment
**WHAT YOU CAN EXPECT FROM US**

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”.

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