*Investment Operations & Trading Specialist (Montreal)

Investment Operations & Trading Specialist

In an innovative financial environment, this hybrid role combines advisor support (70%) and market activities (30%), including the execution of trades in equities, ETFs, and fixed‑income securities.

Based in Montral with a hybrid work model, the position offers strong exposure to operations, compliance, and financial markets.

Compensation and Benefits

• Annual salary between $74K-77K.
• Full‑time, permanent position.
• Hybrid work model: 3 days in the office and 2 days remote.
• Modern offices located in downtown Montral, easily accessible by public transit.
• 20% reimbursement of OPUS transit card costs (≈2 free months per year).
• Group RRSP with employer contribution.
• Comprehensive group insurance: medical, dental, health spending account, employee assistance program, and telemedicine (50% covered by the employer).
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 additional days during the holiday season.
• Access to professional development opportunities, including ongoing training and internal career growth.
• Regular social committee activities focused on well‑being, overall health, and community engagement.

Responsibilities

• Provide prompt, skilled, and accurate service to advisors via phone and email.
• Build strong relationships through personalized and proactive support.
• Analyze and resolve issues while ensuring compliance with regulatory and internal requirements.
• Train advisors on tools, procedures, and applicable rules.
• Execute trades in equities, ETFs, bonds, and mutual funds, including large volumes.
• Manage transactional operations, including transfers, estates, dividends, and other events.
• Perform foreign exchange transactions and ensure position accuracy with internal teams and custodians.
• Correct trade errors and perform required adjustments.
• Manage corporate actions and new issues.
• Maintain and update securities databases.
• Contribute to continuous process improvement and collaborate with Operations, Compliance, and Finance teams.

Requirements

• Degree in finance, administration, or a related field.
• Canadian Securities Institute (CSI) certification required, including completion of the Canadian Securities Course (CSC/CCVM) and the Conduct and Practices Handbook (CPH).
• 5 years of experience in the financial services industry, including a similar role.
• 2 years of experience in equity trading, including ETFs and fixed‑income securities.
• Strong knowledge of financial services, investment products, and market operations.
• Excellent analytical, research, and problem‑solving skills.
• Strong organizational skills, ability to manage priorities, and high attention to detail.
• Ability to perform under pressure in a fast‑paced and evolving environment.
• Autonomy, adaptability, and flexibility.
• Strong interpersonal skills, teamwork, and a client‑service‑oriented mindset, with frequent interactions via phone and email with advisors.
• Bilingual in French and English to effectively communicate with advisors, clients, and internal and external partners.