Relationship Manager, Online FX & CFDs

Questrade Financial Group; Toronto; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation and personal days

Competitive compensation

Hybrid work environment (3+ days in-­-

Career growth opportunities

Community involvement

Inclusive, diverse team

Job summary

Questrade Financial Group is seeking a Relationship Manager for Online FX & CFDs. You will nurture a book of clients, understand their investment challenges, and deliver an exceptional customer experience in FX and CFDs.

You will pursue Canadian Securities Courses, engage with clients through calls, chat, and email, and contribute to team initiatives while maintaining compliance and a high standard of professionalism.

Qualifications

• Bachelor's degree in business or finance required.
• Basic knowledge of forex, futures, CFDs and other derivatives.
• 1+ years of financial industry experience.
• 1+ years of client service experience.
• Excellent communication skills and sales aptitude.

Responsibilities

• Interact with clients via inbound call, chat and email.
• Conduct outbound campaigns targeting your book of clients to grow assets and trading.
• Monitor client engagement and re-engage dormant clients.
• Provide high level customer service and add value in every interaction.
• Build trust and act as a client advocate within the financial industry.
• Stay current on Questrade policies and procedures and industry regulations.

Skills

sales experience

communication skills

Excel

SQL

database management

Education

Bachelor's degree in business or finance

Tools

Excel

SQL

Database management

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 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.

Need more details? Keep reading…

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
• Demonstrate excellent communication skills
• 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

Additional Information…

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

• Canadian Investment Regulatory Exam (CIRE)
• Derivatives Exam
• CIRO Conduct Training

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 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.