Bilingual Investment Services Representative: French/English at Interactive Brokers

Montreal, Quebec, Canada

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Bachelor’s or advanced degree required
Minimum two years of experience at a global financial institution (new graduates with strong core competencies will 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
Strong product knowledge: Equities, Options, Futures, Options on Future, FX, and Fixed income
Self-starter: Analytical and critical-thinking mindset
Stress Management: Ability to handle stress and work independently and autonomously in a quick and spontaneous environment
Communication: Strong communication skills

Responsibilities

Resolve routine and complex client service issues thoroughly and expeditiously
Provide support for trade and margin analysis
Assist with trading platform operation and features
Analyze and test existing systems and procedures, recommending and assisting with enhancements
Perform margin calculations (commission structure, interest and fees)
Collaborate with other Client Service, Programming, Clearing, Cashiering, and Compliance teams on common issues
Contribute to developing Client Service systems, policies, and procedures

Skills

Key technologies and capabilities for this role

FrenchEnglishMargin CalculationsTrade AnalysisTrading PlatformsExchange OperationsFinancial RegulationsClient ServiceProduct Specifications

Questions & Answers

Common questions about this position

What is the work arrangement for this position?

The role is hybrid, requiring 3 days in the office and 2 days remote.

What is the salary for this Bilingual Investment Services Representative role?

This information is not specified in the job description.

What skills and experience are required for this position?

Candidates need a Bachelor’s or advanced degree, minimum two years at a global financial institution (or strong competencies for new grads), working knowledge of exchange operations, regulations, products, platforms, and margin methodologies, plus excellent English and French skills. Core competencies include strong product knowledge in equities, options, futures, FX, and fixed income, analytical thinking, stress management, and strong communication.

What is the company culture like at Interactive Brokers?

Interactive Brokers features a dynamic, multi-national team focused on financial innovation, cutting-edge technology, client commitment, and global market access around the clock.

What makes a strong candidate for this role?

Strong candidates have a degree, relevant financial experience or strong core competencies, bilingual fluency in English and French, deep product knowledge, analytical skills, stress management, and excellent communication to handle client issues independently in a fast-paced environment.

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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