Institutional Sales Specialist

Community Trust Company; Canada; On-site; CAD 50,000 - 57,000; Full time

Benefits offered by this job

Comprehensive benefits plan

Bonus program

Job summary

Questrade Financial Group seeks an Institutional Sales Specialist to liaise with Precious Metals Dealers and Exempt Market Product Issuers, onboarding their clients to Questrade.

You will provide accurate, timely support to clients, agents, and leadership, acting as SME across all channels including phone and email. Hybrid workplace with in-office days offers growth and cross-functional collaboration.

Qualifications

• Demonstrated ability to provide value-added, superior customer service.
• SME-level knowledge of Options, Registered Plans, and technical troubleshooting.
• Strong communication skills to explain trading, funding, and account logistics.
• Ability to manage multiple tasks and channels simultaneously in a fast-paced environment.

Responsibilities

• Coordinate with Institutional Partners/Dealers to onboard new clients.
• Act as the primary point of contact for clients referred through Precious Metal Dealers and Exempt Market Product Issuers.
• Assist with account opening and funding processes for new clients.
• Work with Back Office to complete new accounts and account transfers.
• Ensure the completion of client onboarding documentation.
• Collaborate with Finance, Compliance, and Back Office on trade reviews and settlements.

Skills

Customer service

Options knowledge

Registered Plans

Troubleshooting

Education

Post-secondary degree

Diploma in related field

Job description

North American Centre, 5700 Yonge St #210B, North York, ON M2M 4G3, Canada

Job Description

Posted Thursday, July 30, 2026 at 4:00 AM

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 Institutional Sales Specialist. Could It Be You?

The purpose of the Institutional Sales Specialist is to liaise with and assist our Precious Metals Dealers and Exempt Market Product Issuers in an effort to onboard new clients and support existing clients referred by them.

To deliver a superior client experience by providing accurate, professional, and timely support to clients, agents, and leadership. This role serves as a primary point of contact and a subject matter expert (SME) to ensure seamless service delivery across all interaction channels.

The Specialist will provide support to our Institutional Sales Partners - Precious Metals Dealers and Exempt Market Product Issuers to help onboard their clients to Questrade. The Specialist will also liaise internally with Finance, Compliance, Back Office and Trade Desk for any other related tasks such as precious metal purchases, withdrawals, redemptions among others. The Institutional Sales Specialist is responsible for performing both inbound and outbound communications through the following channels: phone calls and email.

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

Coordinate with Institutional Partners/Dealers to onboard new clients

Act as the primary point of contact for clients referred through Precious Metal Dealers and Exempt Market Product Issuers

Assist Precious Metal Dealers/ Issuers and their referred clients with the account opening and funding process

Work with Back Office to complete new accounts and account transfers

Ensure the completion of client on boarding documentation

Become an SME on account opening, Precious Metals and Private Products

Assist clients with deposits and withdrawals

Coordinate with back office teams on purchases and redemptions of Exempt Market Products

Collaborate with Finance, Compliance, Risk and Back Office teams for trade reviews, settlements, transfer updates, account completion, purchases withdrawals and redemptions.

Generate delivery quotes for precious metal deliveries and liaise with third party vendors to complete these deliveries.

Make outbound calls to clients to assist them with their precious metals and exempt market products related queries and other account related inquiries.

Review precious metals trades for inventory and reconciliation with storage facility reports.

Participate in cross-functional projects and initiatives to enhance operational efficiency and effectiveness.

Work with issuers and the back office on DRIP deposits and distributions

So are YOU our next Institutional Sales Specialist? You are if you have…

Education & Experience

Education: Post-secondary degree or diploma in a related field.

Experience: 1–2 years of experience in Client Services.

Direct Industry Experience: Minimum 1 year of related work experience in financial services or technical support.

Knowledge & Skills

Demonstrated ability to provide value-added, superior customer service.

SME-level knowledge of Options, Registered Plans, and technical troubleshooting.

Strong communication skills to explain trading, funding, and account logistics.

Ability to manage multiple tasks and channels simultaneously in a fast-paced environment.

Certifications & Assets

Required/Preferred: CSI courses or completion of the Canadian Securities Course (CSC).

Professional Development: CPH, OLC, or DFC certifications are considered assets.

CSI courses

Are available for overtime as needed.

Compensation Information:

Base salary range: $50,000 - $57,000

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.

#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.

North American Centre, 5700 Yonge St #210B, North York, ON M2M 4G3, Canada