Are you passionate about creating memorable experiences? Do you have an interest in Investments, and everything Fintech? We’re looking for a Licensed Trader to join our new MogoTrade team! This role will play a key part in providing stellar customer service to our members while ensuring our member trade requests are processed accurately.
The base salary for this role is: $55,000-$75,000
What you’ll do:
Take MogoTrade member’s buy/ sell orders, made through our app, for stocks, ETFs and other investment products, and write trade tickets
Verify sufficient information has been provided in order to process a trade
Ensure member orders are tagged correctly and executed as per instructions
Provide customer service to our members on the phone, through email, and chat
Confirm member identity in order to ensure instructions can be executed
Process member instructions with regard to voluntary re-orgs
Input member instructions with regard to changes in registered account beneficiaries
Complete internal account transfers and transfers in/out of securities from/to external institutions
Check and investigate buy/ sell orders and report back to members
Ensure proper settlement and delivery, escalating any discrepancies as required
Maintain accurate daily records of trades
Act as a brand ambassador for Mogo, regularly using our suite of products, sharing the brand with friends and family, and providing feedback to the team for improvements
What you’ll need:
Background in customer service in the Banking or Investment industry, with experience supporting an app-based product would be a bonus - ideally 2 years
Completion of the Canadian Securities Course (CSC) and Conduct Practices Handbook (CPH)
Completion of the 30-day training program as defined by CIRO while employed with a Dealer Member firm on a full-time basis - registered from day 1
Excellent attention to detail - numbers and operations
Ability to multitask and reprioritize on the fly
Solid experience resolving customer situations
Bilingual - French mandatory and English preferred
Canada based applicants only
About Us
We help make it easy for Canadians to achieve financial freedom while making a positive impact. We live in the most innovative and technologically advanced era, yet so much struggle exists. Most of us are far from where we want to be financially. We all want a better future. A better world where reaching financial freedom is a question of when, not if. One that's equitable so that all can prosper. One that's safe from the impact of climate change. Our money has the power to change the world. It’s up to us to do things differently.
Apply today! Mogo is an inclusive place to spend your work life. We hire team members for their talent and diverse backgrounds. Bring your unique perspective to Mogo and help our customers achieve their best financial lives.
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