Posted 2 months ago
Licensed Trader
@ Orion Digital
Remote in Canada
Overview
Orion Digital's subsidiary IntelligentInvesting Securities Inc. is hiring a Licensed Trader to process member buy and sell orders, handle account operations, and reconcile trades with the custodian. The role is full-time, fully remote, with a base salary of $60,000 to $75,000 and a required bilingual English and French ability.
Pay:
$60,000–$75,000 a year
Responsibilities:
- Process member buy and sell orders for stocks and ETFs
- Verify client information and confirm identity
- Complete account transfers and securities movements
- Perform daily trade records and custodian reconciliations
- Provide phone, email and chat customer service
Requirements summary:
- Customer service experience in banking or investment
- CSC and CPH completion
- CIRO 30-day training with a Dealer Member
- Excellent attention to detail
- Bilingual English and French
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · jazzhr
- Employer posting date
- 2026-09-01
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-16
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 | Finance & accounting |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), CIRO 30-day training |
| Perks mentioned | Generous paid time off |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Orion Digital
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
A capital allocator for the AI era.
Full company description
Digital wealth & global payments platform built for long-term compounding. NASDAQ: ORIO | TSX: ORIO
- People associated on LinkedIn
- 23
- Other recorded names
- Orion Digital
- Profile identifies a recruitment agency
- No
Digital wealth & global payments platform built for long-term compounding. NASDAQ: ORIO | TSX: ORIO
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 51-200 employees |
| Organization type | Public Company |
| Open jobs on Jobsy | 5 |
| View page |
About the Role:
IntelligentInvesting Securities Inc. (formerly MogoTrade) is a subsidiary of Orion, a dual-listed fintech company (TSX/NASDAQ) focused on building innovative financial infrastructure across wealth management, payments, and capital allocation. IntelligentInvesting Securities Inc. is a CIRO regulated Order Execution Only (OEO) firm operating from Montreal with operation across Canada.
We are seeking a Licensed Trader to join our IntelligentInvesting team and play a key role within our Trading and Operations function. In this role, you will report directly to the Chief Compliance Officer and Ultimate Designated Person (UDP), working closely with both Compliance and Operations to support our expanding client base.
This position is ideal for someone passionate about delivering exceptional client experiences and interested in the evolving world of investments and fintech. As a Licensed Trader, you will be instrumental in providing outstanding service to our members while ensuring trade requests are processed accurately, efficiently, and in accordance with regulatory requirements.
Base Salary for this role: $60,000 - $75,000
What You’ll Do:
- 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
What You’ll Bring:
- 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 of working with us:
- Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed.
- Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending Account
- Stock Options - Meaningful equity participation aligned with long-term value creation and company growth
- Flex Vacation - Benefit from paid time off, including vacation and personal days
- Wellbeing Programs - Access counselling services, mental health support, and additional wellness resources
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