Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.
At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.
Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
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
This job posting is for an existing vacancy.
We’re looking for our next Relationship Manager, Online FX & CFDs. Could It Be You?
The Relationship Manager is a pivotal member of the Online FX & CFDs Team. The primary responsibility of the Relationship Manager will be to foster deep relationships with your book of clients in order to understand and address the unique challenges they face with investing in FX and CFDs. In doing so, the Relationship Manager will set the standard for a great customer experience within the investment industry.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
Interact with clients via inbound call, chat and email interaction
Conduct outbound calling campaigns that target your specific book of clients, to increase total client assets and trading within your book of accounts
Actively monitor your clients for low engagement and proactively re-engage clients directly to deepen the relationship and successful retention.
Continuously, provide a high-level customer service experience by adding value to each interaction.
Engage your clients and colleagues with honesty, transparency, integrity, and professionalism in every interaction.
Work independently, and proactively to surpass stretch targets.
Strong ability to process, understand and apply a high volume of key economic, financial, and real-time market information with the capability to simplify and articulate the information that is relevant to the needs of your clients.
Pursue with drive and focus your Canadian Securities Courses and registration.
Take pride in your career and in making a positive impact for your clients and colleagues.
Build your brand as a trusted, knowledgeable, registrant that is a client advocate within the financial industry.
Become an expert in trading, and securities regulations
Keep current on Questrade’s policies and procedures
Participate in regular department meetings and workshops
Participate in the planning of Team initiatives
Back up other team functions as business requires
So are YOU our next Relationship Manager, Online FX & CFDs? You are if you…
Have relevant sales experience or training
Hold a post-secondary degree/diploma in business or finance
Possess basic knowledge of forex, futures, CFDs, and other derivatives
Demonstrate excellent communication skills
Maintain good working knowledge and experience in Excel, SQL, and database management
Bring 1+ years of financial industry experience
Have 1+ years of client service experience
Additional Information…
It is a fundamental condition of your employment with Questrade that you have, or successfully complete the following courses from CIRO and obtain the following accreditation(s) within twelve (12) months of your Employment Effective Date:
Canadian Investment Regulatory Exam (CIRE)
Derivatives Exam
CIRO Conduct Training
Compensation Information:
Base salary range: $50,000 - $55,000
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.
Sounds like you? Click below to apply!
#LI-NK1
#LI-Hybrid
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
