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CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What is the Stock Transfer role?

The Stock Transfers job handles the changes in securities ownership, as part of the securities transfers/delivery department. This department may also be responsible for procedures related to dividends recording, sending certificates to be deposited with a Clearing Corporation, and transferring large amounts of securities quickly (through a rush or wire transfer) to help expedite the settlement of large dollar value trades.

What are the responsibilities of this role?

  • Safekeeping of securities, as well as looking after all dividends
  • Maintaining the firm’s inventory accounts
  • Arranging for collateral loans when the firm has to borrow, and arranging the payoff of loans when there is excess money
  • Working with transfer agents
  • Applying the firm’s policies and procedures

What is the earning potential for this role?

$32,700-$42,700/year
Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.

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