Relationship Manager, Online FX & CFDs

Community Trust Company; Canada; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation, personal, and sick days

Hybrid environment with at least 3 in‑

Competitive compensation and benefits

Career growth and development

Community causes involvement

Inclusive and collaborative culture

Job summary

Questrade Financial Group in Canada seeks a Relationship Manager for Online FX & CFDs to build deep client relationships and guide them through FX and CFD offerings. You will communicate across channels and work toward retention and growth goals. The role emphasizes accuracy, compliance and superior client service.

Responsibilities include outbound campaigns, market information simplification, and ongoing education as you pursue Canadian Securities Course and related accreditations.

Qualifications

• Have relevant sales experience or training.
• Hold a post-secondary degree/diploma in business or finance.
• Possess basic knowledge of forex, futures, CFDs, and other derivatives.
• Maintain good working knowledge and experience in Excel, SQL, and database management.
• Bring 1+ years of financial industry experience.
• Have 1+ years of client service experience.

Responsibilities

• Interact with clients via inbound call, chat and email.
• Conduct outbound calling campaigns to increase client assets.
• Proactively re-engage clients to deepen relationships.
• Provide high-level customer service and add value to interactions.
• Stay current on policies and regulatory requirements relevant to FX/CFD.

Skills

Sales experience

Business/finance knowledge

Forex/CFDs knowledge

Excel

SQL

Database management

Financial industry experience

Client service experience

Education

Post-secondary degree/diploma in business or finance

Job description

5700 Yonge St, North York, ON M2M 4K2, Canada

Job Description

Posted Thursday, August 27, 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 Relationship Manager, Online FX & CFDs. Could It Be You?

The Relationship Manager is a pivotal member of the Online FX & CFDs Team. The primary responsibility of the Relationship Manager will be to foster deep relationships with your book of clients in order to understand and address the unique challenges they face with investing in FX and CFDs. In doing so, the Relationship Manager will set the standard for a great customer experience within the investment industry.

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

• Interact with clients via inbound call, chat and email interaction
• Conduct outbound calling campaigns that target your specific book of clients, to increase total client assets and trading within your book of accounts
• Actively monitor your clients for low engagement and proactively re-engage clients directly to deepen the relationship and successful retention.
• Continuously, provide a high-level customer service experience by adding value to each interaction.
• Engage your clients and colleagues with honesty, transparency, integrity, and professionalism in every interaction.
• Work independently, and proactively to surpass stretch targets.
• Strong ability to process, understand and apply a high volume of key economic, financial, and real-time market information with the capability to simplify and articulate the information that is relevant to the needs of your clients.
• Pursue with drive and focus your Canadian Securities Courses and registration.
• Take pride in your career and in making a positive impact for your clients and colleagues.
• Build your brand as a trusted, knowledgeable, registrant that is a client advocate within the financial industry.
• Become an expert in trading, and securities regulations
• Keep current on Questrade’s policies and procedures
• Participate in regular department meetings and workshops
• Participate in the planning of Team initiatives
• Back up other team functions as business requires

So are YOU our next Relationship Manager, Online FX & CFDs? You are if you…

• Have relevant sales experience or training
• Hold a post-secondary degree/diploma in business or finance
• Possess basic knowledge of forex, futures, CFDs, and other derivatives
• Maintain good working knowledge and experience in Excel, SQL, and database management
• Bring 1+ years of financial industry experience
• Have 1+ years of client service experience

It is a fundamental condition of your employment with Questrade that you have, or successfully complete the following courses and obtain the following accreditation(s) within twelve (12) months of your Employment Effective Date:

• Canadian Securities Course (CSC)
• Conduct and Practices Handbook Course (CPH)
• 30-Day Training Program
• Futures Licensing Course (FLC)
• Derivatives Fundamentals Course (DFC) OR Derivatives Fundamentals and Options Licensing Course (DFOL)

Compensation Information:

Base salary range: $50,000 - $55,000

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.

5700 Yonge St, North York, ON M2M 4K2, Canada