Posted 15 days ago
Bilingual Licensed Trader
@ Insight Global
Vancouver, British Columbia
Overview
Insight Global is hiring a bilingual Licensed Trader on contract for a Canadian fintech and regulated investment dealer. The role supports trading, operations and member service for an app-based investing platform, processing client orders and transfers accurately under regulatory requirements. Availability during Canadian market hours is required, typically 8:30 a.m. to 5:00 p.m.
Pay:
$60,000–$75,000 a year
Responsibilities:
- Process stock and ETF buy and sell orders from the app platform
- Review trade requests and verify client identity
- Handle client service by phone, email and chat
- Process account transfers and beneficiary changes
- Reconcile daily trades with the custodian
Requirements summary:
- Bilingual fluency in English and French
- CSC and CPH course completion
- CIRO 30-day training while employed with a Dealer Member
- 1 to 2 years in investment or brokerage operations
- Strong customer-service experience
Tools & skills
Source and dates
Source type not verified · insightglobal
- Employer posting date
- 2026-10-22
- First seen by our source
- 2026-10-26
- Source record updated
- 2026-10-26
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business operations |
| Experience | 1+ years |
| Hours per week | 40 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), CIRO 30-day training program |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Insight Global
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Insight Global is a talent, consulting, and AI company.
Full company description
Insight Global is an international talent and consulting company that delivers business outcomes in an ever-changing world. We obsess over solving problems and building solutions that move our customers further, faster. With access to top talent in more than 50 countries, our tech-enabled recruiters can build teams quickly. Our technical experts across Cloud, AI, Data, Enterprise Operations, and Applied Engineering deliver solutions tailored to each customer’s needs. As those needs evolve, so do we. As we evolve, though, we stay true to our purpose: to develop people personally, professionally, and financially so they can be the light to the world around them. It shows up in everything we do, from investing in our people to delivering results for our customers to making a meaningful impact in our communities.
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- Profile identifies a recruitment agency
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- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Insight Global is an international talent and consulting company that delivers business outcomes in an ever-changing world. We obsess over solving problems and building solutions that move our customers further, faster. With access to top talent in more than 50 countries, our tech-enabled recruiters can build teams quickly. Our technical experts across Cloud, AI, Data, Enterprise Operations, and Applied Engineering…
| Field | Value |
|---|---|
| Industry | Business Consulting and Services |
| Company size | 1,001-5,000 employees |
| Headquarters | Atlanta, Georgia |
| Organization type | Privately Held |
| Year founded | 2001 |
| Specialties | ConsultingTalent ServicesStaffingand International Staffing |
| Open jobs on Jobsy | 275 |
| View page |
• Bilingual fluency in English and French.
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
• Completion of the CIRO 30-day training program while employed full-time with a Dealer Member firm.
• Current or recent registration eligibility for a regulated trading role in Canada.
• At least 1–2 years of relevant experience in investment services, trading operations, brokerage operations, or a closely related regulated environment.
• Strong customer-service experience within banking, investments, or financial services, including the ability to resolve client concerns professionally.
• Excellent attention to detail, sound judgement, and the ability to reprioritize quickly in a regulatory-sensitive environment.
Availability during Canadian market hours, with typical working hours of 8:30 a.m.–5:00 p.m.
Nice to Have Skills & Experience
• Experience supporting an app-based brokerage, wealth-management, or financial-services product.
• Experience with order-entry, book-of-record, custodial, reconciliation, transfer, or settlement workflows.
• Working knowledge of Excel and comfort learning new trading and operational systems.
An interest in fintech, process improvement, and the responsible use of AI tools.
Job Description
Insight Global is seeking a bilingual Licensed Trader to join a growing Canadian fintech and regulated investment dealer.
This individual will support trading, operations, and member service for an app-based investing platform, ensuring client instructions are processed accurately, efficiently, and in accordance with regulatory requirements. The role reports to senior compliance leadership and works closely with Compliance, Operations, and the firm’s custodian.
Responsibilities
• Support buy and sell orders for stocks, ETFs, and other investment products submitted through an app-based investing platform, including preparing trade tickets when manual execution is required.
• Review trade requests for completeness, verify client identity, and ensure orders are correctly tagged and executed according to client instructions.
• Investigate trade activity, communicate updates to clients, and escalate discrepancies or exceptions as required.
• Provide responsive customer service by phone, email, and chat, helping clients resolve account, transfer, and transaction-related questions.
• Process voluntary reorganizations, registered account beneficiary changes, internal account transfers, and transfers of securities to and from external institutions.
• Monitor settlement and delivery, maintain accurate daily trade records, and complete daily reconciliations with the custodian.
• Coordinate with back-office and custodial partners regarding market activity, trading halts, order handling, and operational issues.
• Contribute ideas to improve workflows, the client experience, and the effective use of AI-enabled tools across the function.
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