Relationship Manager, Sales (hybrid)

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

• Hybrid work arrangements

• Career growth and development opportunities

• Opportunities to contribute to community causes

• Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Relationship Manager, Sales. Could It Be You?

The Relationship Manager is a pivotal member of the Sales Team. The primary responsibility of the Relationship Manager is to foster strong and mutually beneficial relationships with our existing customers, in an effort to increase their asset value and their overall levels of satisfaction, while driving revenue growth and ensuring long-term business success. The Relationship Manager is responsible for engaging customers throughout their entire Questrade lifecycle, in order to grow and retain their business with us.

What’s it like working as a Relationship Manager, Sales at Questrade? 

The Relationship Manager is responsible for managing a portfolio of high-value clients, providing personalized financial solutions, and building strong relationships. 

Need more details? Keep reading…

In this role, responsibilities include but are not limited to: 

• Managing a book of existing high-value clients

• Identifying and addressing client financial needs

• Developing tailored strategies aligned with client goals

• Providing value-added services such as proactive outreach, product updates, and platform tutorials

• Educating clients on Questrade products and services

• Driving asset growth and customer equity expansion

• Achieving monthly targets

• Conducting outbound calling campaigns

• Working independently and proactively to overachieve stretch targets

So are YOU our next Relationship Manager, Sales? You are if you…

• Hold a post-secondary degree / diploma in business, finance, sales, marketing, or a related field

• Have 2+ years of experience in Sales, Account Management, or Relationship Management

• Are a subject matter expert in Questrade products

• Have effective communication and interpersonal skills

• Have strong work ethic and discipline

• Have a passion for continuous learning and development

• Have a team-oriented and collaborative mindset

• Are reliable, accountable, and a stickler for details

• Are resourceful, self-motivated, confident and energetic

• Are knowledgeable in stocks, options, and other investment vehicles

Additional kudos if you…

• Have completed CSI courses related to securities and derivatives (CSC, CPH, DFL, OLC)

• Are proficient in French and / or Mandarin

Sounds like you? Click below to apply!

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