1d ago

Financial Services Associate

Vancouver, BC, Canada

$60k-$75k / year

full-timejunior Hybridfinance

πŸ’Ό About This Role

You'll serve as the first point of contact for clients, guiding them through trading tools and troubleshooting issues. Your core impact is ensuring a seamless client experience in a technology-driven brokerage. This role offers hands-on exposure to global financial markets.

🎯 What You'll Do

  • Serve as first point of contact via phone, email, and chat
  • Guide users through trading tools and multi-asset strategies
  • Troubleshoot account management and trading activity issues
  • Collaborate with technology, risk, and operations teams

πŸ“‹ Requirements

  • Bachelor's degree in finance, economics, business, or STEM
  • 1-3 years of experience in customer-facing, finance, or technology role
  • Understanding of financial instruments: stocks, options, futures, forex, crypto
  • Comfortable navigating advanced desktop and mobile applications

✨ Nice to Have

  • Knowledge of event contracts
  • Experience with brokerage or trading platforms
  • Multilingual abilities

🎁 Benefits & Perks

  • πŸ₯ Health, dental, disability, life insurance (100% premiums covered)
  • πŸ’° Company RSP contribution matching
  • πŸ“ˆ Stock incentive plan
  • πŸŽ“ Tuition reimbursement
  • πŸ’΅ Discretionary cash bonus and stock award

πŸ“¨ Hiring Process

Estimated timeline: 2-4 weeks

  1. 1HR Phone ScreeningΒ· 15 min
  2. 2PI TestΒ· 30 min
  3. 3Video InterviewΒ· 45 min
  4. 4Onshore InterviewΒ· 60 min
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