ibkr
Bilingual Investment Services Representative: French/English
At a Glance
- Location
- Canada
- Department
- Client Services-MM
- Posted
- 2026-02-18T10:31:23-05:00
Key Requirements
Domain Knowledge
- Finance
Requirements
A bachelor's or advanced degree is required.
Minimum two years experience at a global financial institution (new graduates who demonstrate a firm grasp of the core competencies will also be considered)
Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
Excellent command of written and spoken
English and French
Responsibilities
The representative's key responsibilities are to resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a broad array of themes, including:
Problem management for wide-scale service issues, including trade and margin analysis, a broad set of cash market and derivative products, global exchanges, order types, and transmission and execution inquiries
Assistance with trading platform operation and features
Analysis and testing of existing systems and procedures, including recommending and assisting with the implementation of enhancements
Margin calculations: Commission structure, interest and fees
In addition to providing client support, the position requires collaboration with other local and international Client Service, Programming, Clearing, Cashiering and Compliance teams on common issues. Team members can learn and grow through their IBKR career and are encouraged to contribute to developing Client Service systems, policies and procedures.