Trade Desk Representative Job

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not.  Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost-efficient financial services online. 

That’s why we empower our employees to continuously grow their professional careers with QFG. We believe in having a diverse, inclusive place to work and our flexible working arrangements bring that to life so you can unleash your creativity. Our values are a part of our DNA, and we care deeply about our people helping us fulfil our mission and become an important part of our community. We are always looking for like-minded professionals to join our team. Come grow with us.

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) is the primary and crucial first point of contact at the Questrade Trade desk contact centre. 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, are a team player and are 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 centre. 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.

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 teams to ensure proper handling and success of client issues.

So are YOU our next Investment Representative/Trade Desk Representative? You are if…

• You have a minimum of 1-2 years of related work experience in a 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 a strong ability to communicate effectively and precisely under unique circumstances
• You have the ability to set goals and work independently
• You can effectively become a subject expert to consolidate, solve and refine any trade-related issues
• You have stellar communication skills and can effectively solve any client issues
• You are willing to embrace unique circumstances – can easily and calmly navigate escalations by understanding the risks and knowing how to prioritize them
• You have a proven ability to become solution-focused – will have the opportunity to work with many departments and Traders to develop strong product knowledge and future opportunities

NOTE:

Candidates who are not IIROC licensed IRs will be titled Trade Desk Representatives and will only be able to perform the non-registered tasks of the role. They will also be required to successfully complete additional Canadian Securities Institute courses to satisfy IIROC standards, including the CSC, CPH and DFOL within the timeframe discussed with the Manager, Trade Desk and in accordance with Questrade’s Educational Assistance Policy.

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. We value the unique skills and experiences each individual brings, and believe that when our teams feel supported and motivated, their creativity becomes a source of innovation. We are also committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and also one which reflects the diversity of the communities we serve and operate in to help us revolutionize financial services for the benefit of all of our customers.  Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.