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Mogo

Licensed Trader

Mogo

Licensed Trader executing buy/sell orders and providing customer support in a fintech environment. Collaborating with Compliance and Operations to enhance client experiences.

Posted 6/30/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 $60,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact
  • Take IntelligentInvesting Securities Inc. 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
  • Perform daily reconciliations with our Custodian

Requirements

What you’ll need
  • 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 (English/French)

Benefits

Comp & perks
  • Fully Remote Work
  • Comprehensive Health Benefits
  • Stock Options
  • Flex Vacation
  • Wellbeing Programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Trade ProcessingOrder VerificationAccount TransfersDaily ReconciliationRecord Maintenance
Soft Skills
MultitaskingProblem Resolution
Certifications
Canadian Securities Course (CSC)Conduct Practices Handbook (CPH)