Jonathan Lainesse Email & Phone Number

Montreal, Qc, Ca

Montreal, Canada Area

Montreal, Canada Area

Receive and execute client telephone trade orders quickly and efficiently.Become subject matter expert on Questrade FX products and services.Build, manage and maintain strategic business relationships with potential and existing clients.Educate potential and existing clients on the importance of hedging FX market risks.Have an excellent knowledge of spot, forwards and FX options.Resolve client trade concerns in a professional manner, escalating issues as required.Keep… Show more Receive and execute client telephone trade orders quickly and efficiently.Become subject matter expert on Questrade FX products and services.Build, manage and maintain strategic business relationships with potential and existing clients.Educate potential and existing clients on the importance of hedging FX market risks.Have an excellent knowledge of spot, forwards and FX options.Resolve client trade concerns in a professional manner, escalating issues as required.Keep current on markets across all asset classes, with special attention on foreign exchange.Work closely with the Credit and Risk department to manage client and firm risk exposure.Maximize client retention and ensure overall client satisfaction.Represent Questrade professionally at all times.Review and share economic data with clients and team members.Develop Market Strategies for existing and potential clients. Show less

• Sales trader of Canadian equities for Canadian accounts and North Eastern US accounts (Montreal, Toronto, East Coast of Canada, Boston, )• Involved in the day to day trading activities (morning call, send trading ideas to Portfolio Managers and buy side traders, relationship with the clients, executions on the stock market)• Help with the sale of IPO’s, bought deals, marketed deals and secondary offerings.• In charge of all the quant trading in Montreal.• In charge of booking… Show more • Sales trader of Canadian equities for Canadian accounts and North Eastern US accounts (Montreal, Toronto, East Coast of Canada, Boston, )• Involved in the day to day trading activities (morning call, send trading ideas to Portfolio Managers and buy side traders, relationship with the clients, executions on the stock market)• Help with the sale of IPO’s, bought deals, marketed deals and secondary offerings.• In charge of all the quant trading in Montreal.• In charge of booking FX rates for settlement in different currencies.• In charge of all the trading on European exchanges and Australia for the Montreal Desk.• Resource person on the Montreal desk for technical issues with different trading systems. • Assist the Montreal sales team with coverage of accounts. Show less

• Executing trades in Equities, Options, Fixed Income, Mutual Funds and Money Market according to IDA rules and TDW in-house policies.• Assisting New Issues Coordinator in the sale of IPO’s and secondary offerings. • Webmaster of the Montreal’s office newsletter.• Participate actively to improve office team spirit through the “Employee Experience Work Group”.• Train newly licensed Investment Representative for stock and option trading.• Know how and where to utilize all… Show more • Executing trades in Equities, Options, Fixed Income, Mutual Funds and Money Market according to IDA rules and TDW in-house policies.• Assisting New Issues Coordinator in the sale of IPO’s and secondary offerings. • Webmaster of the Montreal’s office newsletter.• Participate actively to improve office team spirit through the “Employee Experience Work Group”.• Train newly licensed Investment Representative for stock and option trading.• Know how and where to utilize all available tools and resources in order to provide information quickly and accurately.• Take ownership of customer issues, using my expertise to problem solve and enhance customer satisfaction.• Share knowledge and providing guidance to meet client/team needs and adding value to each interaction.• Conveying proper information on Corporate Actions notice to clients.• Guiding clients step-by-step on use of internet trading platform.• Strive to know as much about the financial services industry and TDW products, services, policies and procedures. Show less

Bachelors, Finance, Finance

Education record

Level 1 examination completed Level 2 candidate (2014)

Education record

1998- Canadian Securities Course (CSC) 2000- Conduct and Practice Handbook (CPH) 2000- Derivatives Fundamentals Course (DFC) 2000- Options.

Education record

2007- General Securities Representative Examination (Series 7) 2007- Uniform Securities Agent State Law Examination (Series 63) 2007.