Analyst, P&S & Buyins, Trade Operations

Questrade Financial Group (QFG), through its companies—including Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti—provides securities and foreign currency investment services, professionally managed portfolios, mortgages, real‑estate services, financial services, and more. Using cutting‑edge technology, QFG helps Canadians achieve greater financial success and security.

• 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

The Analyst, P&S & Buyins, Trade Ops is responsible for performing daily activities within Questrade’s Trade Operations team. The position monitors, audits, and measures in‑house processes and third‑party services against SLAs and regulatory obligations, then reports the results. They act as the first and primary point of contact for third‑party administrative and supervisory employees, fostering positive relationships both internally and with third parties and working collaboratively to resolve issues.

• Complete individual/team’s critical priorities for the day, including trade capture
• Perform trade reconciliation to ensure front office and back office systems are in sync
• Ensure all trades are acted upon by the appropriate deadline, while maintaining a high level of accuracy and exceptional service to both internal and external stakeholders
• Work with the Trading groups and external counter parties, such as other broker/dealers and custodians to resolve and understand settlement disputes, avoiding potential buy‑in scenarios faced by the firm
• Issue buy‑ins and monitor for threats for DTCC, and Canadian Depository for Securities (CDS) and work with management and Lending team to secure borrow to reduce risk to firm
• Maintain and build new relationships with both internal and external stakeholders
• Facilitate Quest Wealth Management (QWM) trade correction and other ad‑hoc requests from various departments
• Learn and meet new business demands
• 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

• Have 2-4 years of relevant work experience in trade settlements/operations
• Have a post‑secondary degree/diploma in a related field or equivalent experience
• Have 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
• Have proven analytical and reconciliation skills
• Must be able to work in a team environment and be flexible with a constantly evolving environment

• Knowledge in Google Suite, Google Apps Script, Microsoft, Power BI, SQL and Python is an asset
• Experience using Broadridge system is preferred
• Knowledge of Arrow, CDS, DTC, and Apex is considered an asset

• Base salary range: $55,000 - $60,000
• 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.