Investment Representative, Trading Desk – Contract
B2B Bank is hiring
Posted: 9 months, 3 weeks ago
Employment type: Contractual
Where: Toronto, Ontario, Canada
The Trading Department at M.R.S. Securities Services Inc. is currently accepting applications for the position of Bilingual Investment Representative, Trading Desk. The Investment Representative is a Licenced individual who has a fiduciary responsibility when dealing with clients. Reporting to the Supervisor, Trading Desk the successful candidate will be responsible for:
Trading for retail and institutional clients.
Entering trades on the recognized exchanges and jurisdictions in which MRSSSI is licensed.
Setting up accounts and updating clients KYC information and handle inquiries pertaining to IIROC Accounts.
Handling inquiries and complaints from Financial Advisors and clients.
Trading and Administrative Support for IGSI Traders: Act as a Liaison between National Bank Trading and IGSI.
Required to stay current of industry regulations, through continuing education courses on both a professional and compliance level.
Investment Representative's are expected to meet the highest standards of ethics and integrity.
University Degree in a related field and 1 to 2 years of related experience. or College Diploma and 3 to 5 years of related experience.
Successful completion of the following industry courses are required: Canadian Securities Course and Conduct and Practices Handbook Course.
Minimum 3 years of related progressive experience within the financial services industry.
In-depth knowledge of the financial services industry and administrative back-office policies and procedures.
Strong written and verbal communication skills.
Customer focused with a professional telephone manner.
Strong analytical and problem solving skills.
Detail oriented and able to work well under pressure.
Intermediate MS Office skills (Excel, Word).
Licensed by IIROC as a Registered Representative an asset.
Knowledge of M.R.S. products, policies and procedures an asset.
Professional Financial Planning Course and Trader Training Course an asset.
Bilingual (French/English) is an asset.
Please note: This is a contract role for approximately 7 months.
Please apply directly online.
We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.
Only qualified candidates will be contacted. No phone calls, no Agencies please.
About the companyCompany profile
B2B Bank is a Schedule I Canadian bank that serves a network of some 22,000 financial professionals across key business verticals including: financial advisors and their dealerships; deposit and mortgage brokers and their firms; mutual fund and insurance manufacturers; MFDA and IIROC members. We offer high-quality products with competitive pricing and exceptional service across all lines of business including investment and RRSP loans, broker deposits, broker mortgages and self-directed and banking accounts. Growth and innovation have defined our company. And today, B2B Bank leads the way in providing integrated financial solutions to the Canadian business community.