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

We’re looking for our next Reserve Client Specialist. Could It Be You?

The Reserve Client Specialist is one of the most important customer facing positions across the organization. As a primary point of contact for our most-valued customers, the objective of the Reserve Client Specialist is to provide exemplary customer service and take on a proactive sales approach to educate and cross-sell Questrade products and services that best meet customer needs.

Need more details? Keep reading…

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

• Manage multiple inbound/outbound client support channels (i.e. phones, email, live chats)

• Become subject matter expert on Questrade products and services

• Assist clients in monitoring and managing high value accounts

• Provide technical support to clients on Questrade’s various trading software platforms

• Resolve client problems in a professional manner, escalating issues as required

• Cross-sell Questrade’s products and services

• Identify sales leads and refer clients as necessary

• Participate in team meetings and workshops

• Developing tailored strategies aligned with client goals

• Providing value-added services such as proactive outreach, product updates, and platform tutorials

• Driving asset growth and customer equity expansion

• Achieving monthly targets

• Conduct outbound calling campaigns

• Work independently and proactively to overachieve stretch targets

• Effectively and efficiently manage each client interaction from first contact to resolution

So are YOU our next Reserve Client Specialist? You are if you…

• SME in areas which include Options, Registered Plan, Products & Services

• Demonstrated ability to provide value added service and asset gathering

• Ability to service HNW and UHNW clients

• Post secondary degree/diploma in related field

• 1+ years experience in sales and/or service

• Flexibility to work rotating 8.5-hour shifts

• Knowledge of French or Mandarin is an asset

• Subject matter expertise in Questrade products and services

• Excellent communication and interpersonal skills

• Strong work ethic and discipline

• Passion for continuous learning and development

• Team-oriented and collaborative mindset

• Reliability, accountability, and attention to detail

• Confidence, energy, and self-motivation

Additional kudos if you have…

Professional Development Recommendations:

• CSI Courses related to securities and derivatives:

  • CSC (recommended)

  • CPH (recommended)

  • DFC (recommended)

  • OLC (recommended)

Key Competencies…

• Leadership and Performance Management: Leads, coaches, and motivates a team of relationship managers to achieve and exceed performance targets and business objectives.

• Exceptional Client Focus: Champions and delivers a "white glove" service experience, acting as a brand ambassador for high-value clients.

• Advanced Problem-Solving: Acts as a decisive escalation point, skillfully handling complex client issues for effective and efficient resolution.

• Data-Driven Acumen: Interprets performance metrics and reports on team trends to make informed decisions that drive success.

• Continuous Improvement Mindset: Proactively identifies and addresses gaps in processes and systems to enhance operational efficiency.

• Cross-Functional Collaboration: Effectively liaises with other departments to ensure strategic alignment and seamless client support.

Sounds like you? Click below to apply!

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