Talent.com
Recrute Action
*Investment Operations & Trading SpecialistRecrute Action • Montréal, Québec, Canada
No longer accepting applications
*Investment Operations & Trading Specialist

*Investment Operations & Trading Specialist

Recrute Action • Montréal, Québec, Canada
30+ days ago
Salary
CA$74,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description
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 Montréal with a hybrid work model, it offers strong exposure to operations, compliance, and financial markets.
What is in it for you:
•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 Montréal, easily accessible by public transit.
• 20% reimbursement of OPUS transit card costs, equivalent to approximately 2 free months per year.
• Group RRSP with employer contribution.
• Comprehensive group insurance including medical, dental, health spending account, employee assistance program, and telemedicine, with 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, professional, 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.
What you need to succeed:
• 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 experience in 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, particularly in daily operations, trade execution, and handling requests across different jurisdictions.
Create a job alert for this search

*Investment Operations & Trading Specialist • Montréal, Québec, Canada

Similar jobs

Ecommerce Specialist

TheHushShopMontreal, QC, Canada
Full-time

We take pride in creating collections that feel as good as they look, built with care, quality, and a touch of family warmth in every detail.Fashion E-Commerce Operations Specialist.From managing p... Show more

 • Promoted

Sales Operations Specialist

NinjakitchenMontreal (administrative region), QC, CA
Full-time

Powered by two trusted, global brands, Shark and Ninja.SharkNinjato enter multiple product categories, driving significant growth and market share gains.Headquartered in Needham, Massachusetts with... Show more

 • Promoted

Trade Compliance Specialist - C$85,000 - C$95,000 A Year

Services de Gestion Quantum LtéeMontréal, Canada
Full-time

Trade Compliance Specialist to manage export control, ensure adherence to Canadian and US export laws, and support global technology manufacturing.Responsibilities include classification, licensing... Show more

 • Promoted

Remote Global Trade Compliance Specialist

Amphenol CTIMontreal (administrative region), QC, CA
Remote
Full-time

A global manufacturing firm is looking for a Customs and Trade Compliance Specialist to manage international trade compliance activities across Canada, the U.The role demands strong skills in tarif... Show more

 • Promoted

Senior Specialist, Controls & Governance – Investment Operations - C$71,475 - C$119,125 A Year

ManulifeLaval, Canada
Full-time

Oversees risk and control frameworks for investment operations, ensuring governance and compliance.Identifies key controls, prepares risk metrics, and supports strategic initiatives. Show more

 • Promoted

Investment Banking Specialist

Infotree Global SolutionsMontreal (administrative region), QC, CA
Full-time

Location: Montreal, QC H3C 1A3.Bilingualism: French and English required.A career as an Account Manager, Service Delivery at , is a job where your ability to work in synergy with your colleagues an... Show more

 • Promoted

Investment Operations Assistant

Transgate Global CareersMontreal (administrative region), QC, CA
Full-time

About the job Investment Operations Assistant.Investment Operations Assistant.Our client, a boutique global equities investment management firm, is seeking a motivated.Investment Operations Assista... Show more

 • Promoted

Financial Specialist, Private Investments

Intact Financial CorporationMontreal (administrative region), QC, CA
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more

 • Promoted

Private Equity Specialist

hackajobMontreal (administrative region), QC, CA
Full-time

Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Show more

 • Promoted

Aquaculture & Petfeed Commodity Trader

Redstone Search Groupsaint-esprit, qc, ca
Full-time

Redstone Commodity Search is a leading search firm offering 360° talent solutions across the global commodities markets.We provide unparalleled access to professionals across trading houses, produc... Show more

 • Promoted

Senior Analyst for Investment Operations Excellence

KATIMAVIKMontreal
Full-time

Lead the enhancement of our investment operations as a Senior Analyst in Montreal.Leverage innovative finance and technology to deliver efficient and effective investment solutions.As the Senior An... Show more

 • Promoted

Investment Operations & Compliance Analyst (CSC) — Hybrid

Recruit Action inc.Montreal, Montreal (administrative region), CA
Full-time

A leading financial services company in Montreal is seeking an Investment Operations Analyst to maximize regulatory compliance and provide operational support to advisors.The role requires a Bachel... Show more

 • Promoted

Investment Associate: Client Trading & Growth

ScotiabankMontreal (administrative region), QC, CA
Full-time

A leading financial institution in Montreal is seeking an Investment Associate to provide exceptional customer services and trading support for High Value clients.The role requires a strong underst... Show more

 • Promoted

Dynamic Trader Role at AIM

American Iron & Metal (AIM)Montreal
Full-time

Launch your career as a Trader at American Iron & Metal, focusing on non-ferrous materials such as aluminum, copper, and brass.This role promises a vibrant trading environment grounded in effective... Show more

 • Promoted

Professional Services Operations Specialist

QuadbridgeMontreal (administrative region), QC, CA
Full-time

Elevate business operations as a Professional Services Operations Specialist.Manage financial performance and enhance operational efficiency in a hybrid environment.This role is essential for ensur... Show more

 • Promoted

Senior Investment Operations Analyst — Immediate Impact

TOTEMWestmount
Full-time

Une société de gestion d’investissements recherche un(e) Analyste principal(e) en opérations d’investissement.Vous jouerez un rôle essentiel dans l'optimisation des processus et la gestion des fond... Show more

 • Promoted

Trade Support Analyst – Hybrid Banking Operations

Societe GeneraleMontreal
Full-time

A major international banking institution in Montreal, Canada, is seeking a Trade Support role within their Global Business Service Unit.The successful candidate will model complex transactions, co... Show more

 • Promoted

F&A, Développement des affaires | M&A, Business Development

Valsoft CorporationMontreal (administrative region), QC, CA
Full-time

The Opportunity: Senior M&A Associate.Fluent Software Group is looking for a.You will be accountable for a set of existing portfolio companies while simultaneously sourcing and executing new deals.... Show more

 • Promoted

Bilingual Travel & Expense Operations Specialist

GardaWorldDorval, QC, CA
Permanent

A global leader in security seeks an Operational Expenses Specialist in Dorval, Quebec, to manage travel and operational expense processing.The ideal candidate will have a business-related diploma ... Show more

 • Promoted

Banking Operations Analyst Training Program

mthree Recruiting PortalMontreal
Full-time

Explore new horizons in Banking as part of a focused Operations Analyst Training Program.Gain insights and skills in a client-oriented setting with leading financial institutions.This opportunity i... Show more