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About the Role

The Institutional Sales Specialist will liaise with and assist Precious Metals Dealers and Exempt Market Product Issuers to onboard new clients and support existing clients. This role is crucial for delivering a superior client experience by providing accurate, professional, and timely support, acting as a primary point of contact and subject matter expert for seamless service delivery.

Responsibilities

• 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

Requirements

• Post-secondary degree or diploma in a related field
• 1–2 years of experience in Client Services
• Minimum 1 year of related work experience in financial services or technical support
• 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
• CSI courses or completion of the Canadian Securities Course (CSC)
• CPH, OLC, or DFC certifications are considered assets
• Available for overtime as needed

Skills

• Options
• Registered Plans
• Technical troubleshooting
• Communication
• Trading
• Funding
• Account logistics
• Client Services
• Financial Services
• Technical Support

Location

• Canada

Work Type

• Hybrid
• Full-Time Permanent

Experience Level

• 1-2 years of experience in Client Services
• Minimum 1 year of related work experience in financial services or technical support

Education Level

• Post-secondary degree or diploma in a related field
• CSI courses or completion of the Canadian Securities Course (CSC)
• CPH, OLC, or DFC certifications

Salary/Compensations

• $50,000 - $57,000

Benefits

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days
• Competitive compensation and benefits packages
• Competitive incentive (bonus) program

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.
• 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.
• 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.

Equal Opportunity

• At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
• 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.