Institutional Sales Specialist

Questrade Financial Group; Toronto; Hybrid; CAD 50,000 - 57,000; Full time

Benefits offered by this job

Health resources

Vacation & sick days

Competitive compensation

Hybrid work model

Career growth

Community involvement

Inclusive environment

Job summary

Questrade Financial Group is seeking an Institutional Sales Specialist to liaise with Precious Metals Dealers and Exempt Market Product Issuers, onboard new clients, and provide superior, timely support to clients, agents, and leadership. This role will serve as a primary SME across onboarding, funding, and client communications.

The Specialist collaborates with Finance, Compliance, Back Office and Trade Desk to manage deposits, withdrawals, redemptions, and account openings, delivering accurate

Qualifications

• Demonstrated ability to provide value-added, superior customer service.
• SME-level knowledge of Options, Registered Plans, and technical troubleshooting.

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 process for new clients.
• Work with Back Office to complete new accounts and account transfers.
• Ensure the completion of client onboarding documentation.
• Become an SME on account opening, Precious Metals and Private Products.
• Assist clients with deposits and withdrawals.
• Coordinate with back office on purchases and redemptions of Exempt Market Products.
• Collaborate with Finance, Compliance, Risk and Back Office for trade reviews, settlements, transfers, and redemptions.

Skills

Customer service

Communication

Multitasking

Education

Post-secondary degree or diploma in a related field

1-2 years in Client Services

1 year in financial services or technical support

Tools

Options knowledge

Registered Plans knowledge

Technical troubleshooting

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 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.

Need more details? Keep reading…

• 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

Additional Kudos If You…

• 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.

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.