Trade Desk Representative

3 months ago

Toronto, Canada Questrade Financial Group Full time

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

Speed, Efficiency & Accuracy is our Motto And we swear by that every single day.
The Trade Desk department responds to incoming trade needs from clients by phone and has a thorough understanding of local and international equity, option, fixed income, mutual fund and forex markets. They efficiently and accurately process client trade requests according to the directions received from clients. They are expected to have good technical knowledge of various trading platforms and their associated functionalities. The Trade Desk team also assists various departments within Questrade with market information, investigations and order processing. They may contact clients or ECNs & Exchanges directly to follow up on trade issues, investigations or other trade or platform concerns.

And where does the Investment Representative/Trade Desk Representative fit into this?
As a member of the Trade desk team, an Investment representative (IR) or 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.

What’s it like working as an Investment Representative/Trade Desk Representative at Questrade?
An Investment Representative (IR) will be responsible for handling all inbound calls to the Trade desk call center. The licensed IR will be responsible for executing equities, options, fixed income, precious metals, mutual funds, and FX trades in an accurate and compliant manner.

In addition, an IR will be responsible to liaise between multiple departments to follow up on trade issues, investigations and other platform concerns.

Need more details? Keep reading
You will deliver a superior client experience; going above and beyond each call to ensure top client satisfaction. You will become a product expert in all trade-related issues. Resolve any trade concerns in a professional manner. This will involve strong cross communication between multiple departments to ensure client issues are solved effectively. You will become a go getter - look 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. You will have extreme attention to detail by assisting in entering client trade requests in the most compliant and diligent manner. You will be a strong collaborator, by communicating with various executing exchanges, technology support, risk and credit, settlements, and client services team to ensure proper handling and success of client issues.

So are YOU our next Investment Representative/Trade Desk Representative? You are if
✔ You have minimum 1-2 years related work experience in call center, preferably in a financial services environment
✔ You are an IIROC licensed IR or have your CSC, CPH, and DFOL up to date
✔ You have extreme attention to detail
✔ You have broad investment product knowledge in Equities, Derivatives, Fixed Income, Mutual Fund, FX and more
✔ You understand firm risks, compliance requirements and limitations and understand what needs to be prioritized
✔ You have confidence in taking ownership over any problems encountered and ensuring issues are resolved in a timely and effective manner
✔ You have strong ability to communicate effectively and precisely under unique circumstances
✔ You have the ability to set goals, and work independently
✔ You have stellar communication skills and can effectively solve any client issues
✔ You are willing to embrace unique circumstance - can easily and calmly navigate escalations by understanding the risks and know how to prioritize them
✔ You have proven abilit

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