Job Description
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.
At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.
Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment
This job posting is for an existing vacancy .
We’re looking for our next Trade Operations Analyst - Settlements. Could It Be You?
The Analyst is responsible for performing the daily activities within Questrade’s Trade operations department. The position monitors, audits and measures in-house processes and third party services against SLA’s and regulatory obligations, then reports on the results.
They act as the first and primary point of contact for third party administrative and supervisory employees. They foster positive and productive relationships internally and with third parties, and they work collaboratively with all parties to effectively resolve issues.
Need more details? Keep reading…
• Complete individual/team’s critical priorities for the day including trade capture, confirmation, and settlement of all trades
• Ensure all trades are acted upon as per deadline while maintaining high level of accuracy and exceptional service to both internal and external stakeholder
• Provide oversight and assistance for the failed trades and resolve settlement issues with traders, counterparties, and third party vendors
• Ensure timely completion and accuracy of various reports and reconciliations relating to trade activity and internal accounts.
• Process end of day activities including DTCC balancing and trade clean ups.
• Must be able to maintain and build new relationship with both internal and external stakeholders
• Willingness to learn and meet new business demands while striving for efficiency
• Constantly monitor and review existing processes and seek to identify ways to improve performance and efficiency
• Be an integral part of brainstorming, designing and implementing process and procedures
• Keep current on Questrade products, services, programs, policies and procedures
• Other responsibilities as assigned
So are YOU our next Trade Operations Analyst - Settlements? You are if you…
• Have 2-4 years of relevant work experience in trade settlements/operations
• Have a post-secondary degree/diploma in related field or equivalent experience
• Have strong communication and interpersonal skills
• Experienced in building and maintaining solid working relationships internally and externally.
• Possess strong organizational and time management skills
• Have proven analytical and reconciliation skills
• Must be able to work in team environment, and is flexible with constantly evolving environment
Additional kudos if you…
• Knowledge in Google Suite, Google Apps Script, Microsoft, Power BI, SQL and Python an asset;
• Experience using Broadridge system is preferred
• Knowledge of Arrow, CDS, DTC, and Apex is considered an asset.
Compensation Information:
• Base salary range: $60,000 - $65,000
• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.
Sounds like you? Click below to apply!
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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
