Account Manager

Questrade Financial Group; Toronto; Hybrid; CAD 85,000 - 105,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid time off

Competitive compensation & benefits

Hybrid work environment

Career growth

Community involvement

Diverse and inclusive team

Job summary

Questrade Financial Group seeks an Account Manager to nurture and grow a national merchant portfolio across Canada. You will balance senior-level executive engagements with support for owners of independent retailers, driving onboarding efficiency through AI-powered workflows and data pipelines.

You will collaborate with Risk, Compliance, and Tech teams to ensure secure onboarding, analyze merchant data for growth opportunities, and provide strategic training to diverse stakeholder groups.

Qualifications

• Proven ability to use Generative AI models and data platforms in daily workflow.
• Experience in fintech or SaaS account management is a plus.
• Ability to navigate complex data platforms to track merchant health.
• Strong communication and executive presence.

Responsibilities

• Portfolio management for diverse Canadian merchant portfolio and relationships with executives and small business owners.
• Onboarding automation: design and maintain AI-driven workflows and data pipelines to speed onboarding.
• Performance optimization: analyze data to drive growth in financing volume.
• Cross-functional collaboration with Risk, Compliance, and Tech to align onboarding with standards.
• Strategic training: conduct onboarding sessions for both corporate teams and retailers.

Skills

AI proficiency

Account management

Analytical thinking

Adaptability

Executive communication

Tools

Databricks

Gemini

Claude

Job description

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 Flexiti?

• 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 Account Manager. Could it be you?

Flexiti sits at the intersection of fintech, retail, and consumer lending — a $1.6B+ platform serving hundreds of thousands of Canadian consumers through major merchant partnerships. We’ve spent the last year investing in the foundations: Braze for lifecycle orchestration, Databricks for analytics and segmentation, and a consumer mobile app that’s now live. Now we’re accelerating — expanding into new verticals, scaling high-velocity partnerships, and building the team and operating model to match our ambitions.

In this role, you will be responsible for nurturing and growing our merchant portfolio across Canada. This position requires exceptional versatility, as you will pivot daily between collaborating with senior-level executives at national brands and consultatively supporting owners of smaller independent retailers. You will successfully balance high-level client relationship management with technical execution. A critical component of this role is operational efficiency. You will leverage Gemini, Claude, Databricks, and other automation tools to optimize and streamline our merchant onboarding process, ensuring new partners can begin offering Flexiti financing faster and with minimal manual friction.

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

• Portfolio Management: Serve as a trusted point of contact for a diverse Canadian merchant portfolio, building strong relationships with senior-level corporate stakeholders at national brands as well as small business owners.
• Onboarding Automation: Design, implement, and maintain AI-driven workflows and data pipelines to automate the merchant onboarding journey, reducing time-to-live.
• Performance Optimization: Analyze merchant data to identify growth opportunities, driving increased financing volume across your portfolio.
• Cross-Functional Collaboration: Partner with Risk, Compliance, and Tech teams to ensure automated onboarding processes align with company standards and enterprise security.
• Strategic Training: Conduct high-impact onboarding and training sessions tailored to the stakeholder, whether presenting to corporate teams or busy retail owners.

So are YOU our next Account Manager? You are, if you...

• AI & Data Proficiency (Core Requirement): Have proven ability to leverage Generative AI models (specifically Gemini and Claude) and data platforms (e.g., Databricks) in a daily workflow. You aren't just familiar with AI; you actively use it to automate tasks, generate client insights, and optimize business processes.
• Experience: Have demonstrated experience in account management, customer success, or sales operations (FinTech or SaaS experience is a strong asset).
• Analytical Ability: Are comfortable navigating complex data platforms to track merchant health, leveraging AI-assisted insights to measure the overall efficiency of the onboarding pipeline.
• Adaptability & Initiative: Are a proactive, tech-forward professional who thrives in an agile environment and is eager to champion new AI tools to drive operational efficiency.
• Communication & Executive Presence: Have exceptional communication skills. You can confidently hold your own in a boardroom with enterprise executives, yet remain empathetic and accessible to small business owners.

Compensation Information:

• Base salary range: $85,000 - $105,000
• 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.

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 to 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.