Director, Customer Engagement Platforms

Questrade Financial Group

Toronto

Hybrid

CAD 150,000 - 190,000

Full time

14 days+

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Benefits offered by this job

Health & wellbeing resources and/or…
Paid vacation, personal, and sick days
Hybrid environment with 3+ days in the
Career growth and development
Community involvement
Diverse and inclusive team

Job summary

Questrade Financial Group in Canada seeks a Director, Customer Engagement Platforms to lead end-to-end lifecycle, stability, and modernization of core engagement platforms such as CRM, marketing automation, loyalty, and CIAM. You will drive multi-year modernization from legacy to modular, align cost and vendor relationships, and scale Agile delivery across engineering and platform teams.

You will partner with marketing, product, and operations to translate business strategy into platform

Qualifications

  • Bachelor’s degree in CS/Engineering/IT or equivalent experience.
  • 8+ years of progressive technology leadership experience.
  • Proven track record managing enterprise-scale software platforms or teams.
  • Hands-on experience migrating legacy systems to modern architectures.

Responsibilities

  • Define and execute a multi-year platform modernization roadmap.
  • Oversee end-to-end lifecycle, stability, and high availability of engagement platforms.
  • Champion agile delivery across multi-disciplinary teams with rapid value delivery.
  • Manage vendor relationships, licenses, and cloud costs for ROI.
  • Collaborate with marketing, product, and operations to align capabilities.
  • Lead and develop a high-performing engineering and operational team.
  • Ensure architectural governance, security, and data privacy standards.
  • Establish KPIs to drive deployment velocity and platform performance.

Skills

Technology leadership
People leadership
Agile methodologies
Cross-functional collaboration
Strategic thinking

Education

Bachelor’s degree in Computer Science, Engineering, Information Technology, or related field
Master’s degree (MBA)

Tools

Salesforce
Adobe
AWS

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 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 Director, Customer Engagement Platforms

The Director, Customer Engagement Platforms is a key technology leadership role responsible for the end-to-end lifecycle, stability, and modernization of Questrade’s core engagement platforms. This role drives the strategic transition from legacy systems to a modern, modular, and composable architecture while overseeing critical platforms like CRM, marketing automation, loyalty, and Customer Identity & Access Management (CIAM). Leading a multi-disciplinary team, the Director scales Agile delivery models and optimizes vendor relationships and platform costs to support organizational growth and deliver seamless customer experiences.

In this role, responsibilities include but are not limited to:
  • Strategic Platform Modernization: Define and execute a multi-year technology roadmap that transitions legacy systems into a modern, modular, and composable platform architecture, aligning technology investments with business growth objectives.
  • Operational Excellence & Stability: Oversee the end-to-end technology lifecycle, run stability, performance, and high availability of critical customer engagement platforms (including CRM, marketing automation, loyalty, and CIAM).
  • Agile & Product-Based Delivery: Champion and scale modern agile delivery frameworks across multi-disciplinary engineering and platform teams, ensuring rapid, iterative value delivery and high-quality software engineering practices.
  • Vendor & Financial Management: Manage strategic relationships with major technology vendors, negotiating licenses, monitoring cloud consumption costs, and optimizing platform ROI to ensure fiscal responsibility.
  • Cross-Functional Collaboration: Partner closely with business stakeholders across marketing, product, and operations to align platform capabilities with organizational strategies and customer-experience goals.
  • Talent & Team Leadership: Lead, coach, and build a high-performing engineering and operational team, fostering a culture of continuous learning, accountability, and psychological safety.
  • Architectural & Security Governance: Ensure all platform designs and integrations adhere to enterprise security standards, data privacy regulations, and robust system architecture principles.
  • Data-Driven Optimization: Establish and monitor key performance indicators (KPIs) related to platform stability, operational efficiency, and deployment velocity to drive continuous system and process improvements.
So are YOU our next Director, Customer Engagement Platforms? You are if you…
  • Have a Bachelor’s degree in Computer Science, Engineering, Information Technology, or a related field; or equivalent practical experience.
  • Have 8+ years of progressive experience in technology leadership, with a proven track record of managing enterprise-scale software platforms or engineering teams.
  • Have demonstrated experience leading multi-year legacy migration or digital transformation projects (e.g., transitioning to composable, modular, or cloud-native architectures).
  • Have hands‑on knowledge of managing high-volume customer engagement technologies (e.g., Enterprise CRM, Marketing Automation, Integration layers, or CIAM/Identity platforms).
  • Have proven experience leading multi-disciplinary engineering and operational teams within Agile or product-led operating models.
  • Have strong people leadership experience, specifically with hiring, coaching, and developing high-performing technical teams.
Additional Kudos If You…
  • Have a Master’s degree in Business Administration (MBA), Computer Science, or a related advanced technical field.
  • Have experience managing platform costs, vendor negotiations, and SaaS/Cloud consumption licensing (e.g., Salesforce, Adobe, AWS).
  • Have experience in highly regulated industries such as Fintech, Banking, or Financial Services.
  • Have relevant certifications in Agile methodologies (e.g., Scrum, SAFe) or cloud infrastructure.

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.

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