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 Reserve Client Specialist. Could It Be You?

The purpose of the Reserve Client Specialist is to develop an exceptional client experience for our most valued clients by understanding and responding to clients’ enquiries quickly, professionally and accurately. As the primary point of contact for our clients, the Reserve Client Specialist must provide exemplary customer service and adopt a proactive sales approach to position Questrade’s products and services to better meet the client’s 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 have…

• 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 experience in the financial services industry

• Professional Development Recommendations:

  • CSI Courses related to securities and derivatives:
  • CSC (recommended)
  • CPH (recommended)
  • DFC (recommended)
  • OLC (recommended)

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.

Sounds like you? Click below to apply!

#LI-ÉP1

#LI-Hybrid