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About the Role
Questrade Financial Group (QFG) is seeking a Head of Sales and Distribution to lead sales strategy, management, and execution across core product lines, including mortgages and deposit products. This role will drive market share growth, enhance distribution capabilities, ensure regulatory compliance, and build a high-performing sales team focused on revenue targets and customer experience.
Responsibilities
- Develop and execute a comprehensive sales and distribution strategy for mortgages and deposits to achieve profitable growth.
- Increase penetration in single-family and multi-family mortgage markets by developing intermediary and builder relationships.
- Lead strategic assessment and execution for expanding sales and distribution into new geographic markets.
- Formulate strategies to maximize deposit product acquisition and optimize the bank's funding position.
- Monitor market trends, competitive landscapes, and regulatory changes to adjust sales strategies.
- Oversee and optimize the customer/broker onboarding journey for mortgage and deposit clients.
- Drive strategic planning, performance management, and optimization of 3rd party distribution channels using data analytics.
- Ensure distribution channels are equipped with necessary tools, training, and technology.
- Lead the sales transformation agenda focused on customer acquisition and partner servicing.
- Collaborate with Product, Operations, and Marketing teams on product design and promotional strategies.
- Establish and track key performance indicators (KPIs) for sales performance, channel effectiveness, and profitability.
- Provide regular performance reports and strategic recommendations to Executive Management and the Board.
- Lead, mentor, and coach a high-performing sales and distribution team, fostering a culture of accountability and performance excellence.
- Develop talent management and succession planning programs for key sales roles.
- Set clear sales goals, implement incentive programs, and conduct performance reviews.
- Serve as the primary authority on regulatory compliance within the sales organization.
- Ensure all sales and distribution activities comply with internal policies, legal regulations, and external regulatory requirements.
- Oversee the implementation of robust controls and due diligence processes to mitigate credit and operational risk.
Requirements
- Bachelor’s degree in Business Administration, Finance, or a related field.
- MBA or advanced professional certifications are strongly preferred.
- Minimum of 10-15 years of progressive experience in the financial services industry.
- At least 5 years in a senior leadership role overseeing sales, distribution, and relationship management.
- Proven, in-depth knowledge of mortgage lending (residential and multi-family) and deposit/liability products (GICs).
- Deep understanding of the regulatory environment governing lending and deposit products.
- Demonstrated success in building, leading, and motivating large, multi-channel sales organizations.
- Exceptional strategic planning, financial acumen, negotiation, and communication skills.
- Proficient in utilizing CRM and sales analytics tools.
Skills
- Sales Strategy
- Distribution Management
- Mortgage Lending
- Deposit Products
- Financial Services
- Regulatory Compliance
- Team Leadership
- Performance Management
- Data Analytics
- CRM
- Sales Analytics
Location
- Hybrid
Work Type
- Hybrid
- Full-time
Experience Level
- Senior Leadership
- 10-15 years
Education Level
- Bachelor's degree in Business Administration, Finance, or related field
- MBA or advanced professional certifications preferred
Benefits
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days
- Competitive compensation and benefits packages
- Career growth and development opportunities
- Opportunities to contribute to community causes
About the Company
- Questrade Financial Group (QFG) provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more through its companies: Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti.
- QFG uses cutting-edge technology to help Canadians become more financially successful and secure.
- At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services.
- We are committed to fostering a diverse, inclusive and accessible work environment where individuals are treated with dignity and respect.
- Our team reflects the diversity of the communities we serve and operate in, helping us push boundaries to bring the future of fintech into existence.
Equal Opportunity
- 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.