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 Analyst, Settlement, Trade Ops. 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…
In this role, responsibilities include but are not limited to:
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 Analyst, Settlement, Trade Ops? You are if you…
2-4 years of relevant work experience in trade settlements/operations
Post-secondary degree/diploma in related field or equivalent experience
Strong communication and interpersonal skills must be experienced in building and maintaining solid working relationships internally and externally.
Must possess strong organizational and time management skills
Proven analytical and reconciliation skills
Must be able to work in team environment, and is flexible with constantly evolving environment
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!
#LI-Hybrid, #LI-Onsite
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.
Skills Required
- 2-4 years of relevant work experience in trade settlements or trade operations
- Post-secondary degree or diploma in a related field, or equivalent experience
- Strong communication and interpersonal skills
- Experience building and maintaining internal and external working relationships
- Strong organizational and time management skills
- Analytical and reconciliation skills
- Ability to work in a team environment and adapt to an evolving environment
- Knowledge of Google Suite, Google Apps Script, Microsoft, Power BI, SQL, and Python
- Experience using the Broadridge system
- Knowledge of Arrow, CDS, DTC, and Apex
What We Do
Questrade Financial Group (QFG) is a Canadian, founder-owned financial-services group serving Canadians through companies including Questrade, Questrade Wealth Management, Community Trust Company, Zolo and Flexiti. Its offerings span securities and foreign-currency investing, professionally managed portfolios, mortgages, insurance, real-estate services and other financial services. Founded as an investment brokerage, QFG says it is mission-driven and committed to helping Canadians become more financially successful and secure.
