Regional Sales Manager - Mortgages

Socket.dev; Calgary; Hybrid; CAD 95,000 - 115,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation, personal, and sick days

Competitive compensation and benefits

Hybrid environment with in-office work

Career growth and development

Community involvement

Diverse and collaborative team

Job summary

Questrade Financial Group in Canada is seeking a Regional Sales Manager - Mortgages to drive new business in an assigned region, mentor BDMs, and partner with Residential Lending Operations to deliver exceptional service and growth.

You will lead development strategies, balance risk and targets, maintain a strong sales funnel, and represent the brand at events while adhering to AML and compliance standards.

Qualifications

• Minimum of 5 years experience in the mortgage industry.
• Minimum of 2 years related experience in alternative lending.
• Existing people management experience preferred.

Responsibilities

• Execute business development strategies to contribute to the department’s plan.
• Develop sales strategies to increase market share and achieve growth goals.
• Build broker relationships to reach individual and team targets.
• Coach and mentor Business Development Managers to reach goals.
• Balance risk, compliance and performance targets while maintaining relationships.

Skills

Mortgage industry

People management

Google Workspace

Interpersonal skills

Presentation skills

Sales analytics

Growth opportunities

Loan types knowledge

Education

Post-secondary education preferred

Bachelor's degree preferred

Tools

Google Workspace

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 Regional Sales Manager - Mortgages. Could It Be You?

The Regional Sales Manager - Mortgages will drive new business development opportunities and maximize profitability in an assigned region.

The Regional Sales Manager - Mortgages is responsible for developing new business opportunities, supporting assigned accounts and achieving stated goals and objectives in support of the Residential Lending department. This individual will be responsible for successfully contributing to the overall portfolio growth and maximizing profitability in an entrepreneurial environment focused on service and operational excellence. The incumbent will be responsible for providing support to a small portfolio of brokers while supporting the assigned territory sales team with training, coaching, escalations and other assigned activities. This role is results driven, competitive and exemplifies the spirit of a team player.

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

• Execute the business development strategies and successfully contribute to the department’s business plan.

• Develop sales strategies to increase market share, analyze opportunities and create plans to maintain continuity, and achieve growth and sales objectives.

• Build broker relationships to achieve individual and team sales targets while maintaining quality and efficiency.

• Coach, train and mentor Business Development Managers (BDMs) to help them achieve their goals

• Provide support and advice on escalations to BDMs in assigned region

• Support the Head of Sales & Distribution with research, competitive intel, industry trends to help grow within the company’s strategic objectives

• Act as Brand Ambassador in assigned region

• Partner with Residential Lending Operations team to support and service partners within assigned territories.

• Develop and foster broker and partner relationships while always maintaining the highest level of professionalism and service standards.

• Balance strong problem solving and decision-making abilities while meeting the region performance targets and maintaining effective internal and external relationships.

• Maintain a strong sales funnel with focus on activity to ensure continuous sales and growth goals are met.

• Track, analyze and report key pipeline, opportunity, forecast and sales productivity metrics.

• Actively participate in business development events, tradeshows and presentations as required.

• Provide support and/or recommendations for process improvements as appropriate.

• Follow AML procedures on all files with an emphasis on "Know Your Client" rules.

• Adhere to compliance and operational risk controls in accordance with company’s policies and procedures.

• Work as a liaison with Risk Management, Compliance and Internal Audit functions to support business by owning and performing activities, when and where applicable, such as risk and control self-assessments, new initiative risk assessments, risk appetite, loss event reporting, issues management, vendor management evaluations and oversight, compliance assessments, and internal audits.

• Cultivate and drive risk and compliance culture within the function and the organization.

• Other duties as required

So are YOU our next Regional Sales Manager - Mortgages? You are if you have…

• Minimum of 5 years experience in the mortgage industry

• Minimum of 2 years related experience in alternative lending

• Existing People Management experience preferred

• Post-Secondary Education preferred

• Proven ability to identify and capitalize on business growth opportunities and exceed sales targets

• Working knowledge of Google Workspace and internet research tools

• Superior interpersonal, relationship building, and communication skills

• Ability to track and analyze performance metrics and balance problem-solving and decision-making while meeting targets

• Skills like: Self-motivated, positive, and creative team player with the highest level of integrity

• Excellent presentation skills.

• Strong business communication skills, written and verbal

• Solid understanding of the characteristics, attributes and risk factors associated with various loan types.

Compensation Information:

• Base salary range: $95,000 - $115,000

• 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.