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 Institutional Sales Specialist (Growth). Could It Be You?

The Specialist will provide support to our Institutional Sales Partners - Precious Metals Dealers and Exempt Market Product Issuers to help onboard their clients to Questrade. The Specialist will also liaise internally with Finance, Compliance, Back Office and Trade Desk for any other related tasks such as precious metal purchases, withdrawals, redemptions among others. The Institutional Sales Specialist is responsible for performing both inbound and outbound communications through the following channels: phone calls and email.

Need more details? Keep reading…

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

• Coordinate with Institutional Partners/Dealers to onboard new clients

• Act as the primary point of contact for clients referred through Precious Metal Dealers and Exempt Market Product Issuers

• Assist Precious Metal Dealers/ Issuers and their referred clients with the account opening and funding process

• Work with Back Office to complete new accounts and account transfers

• Ensure the completion of client on boarding documentation

• Become an SME on account opening, Precious Metals and Private Products

• Assist clients with deposits and withdrawals

• Coordinate with back office teams on purchases and redemptions of Exempt Market Products

• Collaborate with Finance, Compliance, Risk and Back Office teams for trade reviews, settlements, transfer updates, account completion, purchases withdrawals and redemptions.

• Generate delivery quotes for precious metal deliveries and liaise with third party vendors to complete these deliveries.

• Make outbound calls to clients to assist them with their precious metals and exempt market products related queries and other account related inquiries.

• Review precious metals trades for inventory and reconciliation with storage facility reports.

• Participate in cross-functional projects and initiatives to enhance operational efficiency and effectiveness.

• Work with issuers and the back office on DRIP deposits and distributions

So are YOU our next Institutional Sales Specialist (Growth)? You are if you…

• Education & Experience
  • Education: Post-secondary degree or diploma in a related field.

  • Experience: 1–2 years of experience in Client Services.

  • Direct Industry Experience: Minimum 1 year of related work experience in financial services or technical support.

• Knowledge & Skills
  • Demonstrated ability to provide value-added, superior customer service.
  • SME-level knowledge of Options, Registered Plans, and technical troubleshooting.
  • Strong communication skills to explain trading, funding, and account logistics.
  • Ability to manage multiple tasks and channels simultaneously in a fast-paced environment.

• Certifications & Assets
• • Required/Preferred: CSI courses or completion of the Canadian Securities Course (CSC).
  • Professional Development: CPH, OLC, or DFC certifications are considered assets.
  • CSI courses

Additional Requirements…

• Standard rotating 8-hour shifts, Monday to Friday.
• Availability for overtime as needed.
• Hybrid workplace

Compensation Information:

• Base salary range: $50,000 - $57,000

• 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!

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