Licensed Trader

Job not on LinkedIn

🔥 38 minutes ago

🇨🇦 Canada – Remote

💵 $60k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Mogo

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2003

💳 Fintech

💸 Finance

🛍️ eCommerce

💰 Series C on 2014-12

Fintech • Finance • eCommerce

Mogo is a members-only wealth platform that focuses on intelligent investing principles rooted in value investing. It offers both private wealth management and a self-directed investing app, emphasizing a transparent membership model with no hidden fees. With a strong commitment to sustainability and social responsibility, Mogo allows its members to invest in ways that contribute to positive environmental impacts, such as reforesting efforts. The platform also harnesses AI technology to enhance investment research and analysis, empowering users to make informed investment decisions that align with their wealth-building strategies.

📋 Description

• Take members’ buy/sell orders for stocks, ETFs, and other investment products through the app and write trade tickets • Verify sufficient information to process trades • Tag and execute member orders according to instructions • Provide customer service by phone, email, and chat • Confirm member identity before executing instructions • Process instructions for voluntary reorganizations • Input changes to registered account beneficiaries • Complete internal account transfers and securities transfers to and from external institutions • Check and investigate buy/sell orders and report back to members • Ensure proper settlement and delivery, escalating discrepancies as required • Maintain accurate daily trade records • Perform daily reconciliations with the Custodian • Report directly to the Chief Compliance Officer and Ultimate Designated Person (UDP) • Collaborate with Compliance and Operations to support the client base

🎯 Requirements

• Background in customer service in the Banking or Investment industry • Experience supporting an app-based product would be a bonus • 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 • Excellent attention to detail • Ability to multitask and reprioritize on the fly • Solid experience resolving customer situations • Must be bilingual in English and French • Must be located in Canada • Must be eligible to work in Canada

🏖️ Benefits

• Fully Remote Work • Comprehensive health benefits, including medical, dental, and vision coverage • Health Spending Account • Stock options • Flex Vacation, including paid vacation and personal days • Counselling services • Mental health support • Additional wellness resources • Remote work tools and resources

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