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About the Role

The Relationship Manager is a pivotal member of the Online FX & CFDs Team, responsible for fostering deep client relationships to understand and address unique challenges in FX and CFDs investing, setting a standard for customer experience in the investment industry.

Responsibilities

• Interact with clients via inbound call, chat and email.
• Conduct outbound calling campaigns to increase client assets and trading.
• Monitor clients for low engagement and proactively re-engage them.
• Provide a high-level customer service experience by adding value to each interaction.
• Engage clients and colleagues with honesty, transparency, integrity, and professionalism.
• Work independently and proactively to surpass stretch targets.
• Process, understand, and apply economic, financial, and market information, simplifying it for clients.
• Pursue Canadian Securities Courses and registration.
• Build a brand as a trusted, knowledgeable registrant and client advocate.
• Become an expert in trading and securities regulations.
• Keep current on Questrade’s policies and procedures.
• Participate in regular department meetings and workshops.
• Participate in the planning of Team initiatives.
• Back up other team functions as business requires.

Requirements

• Relevant sales experience or training.
• Post-secondary degree/diploma in business or finance.
• Basic knowledge of forex, futures, CFDs, and other derivatives.
• Excellent communication skills.
• Good working knowledge and experience in Excel, SQL, and database management.
• 1+ years of financial industry experience.
• 1+ years of client service experience.
• Must have, or successfully complete within twelve (12) months of employment: Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), 30-Day Training Program, Futures Licensing Course (FLC), Derivatives Fundamentals Course (DFC) OR Derivatives Fundamentals and Options Licensing Course (DFOL).

Skills

• Excel
• SQL
• Database management

Location

• Hybrid

Work Type

• Hybrid
• Full-Time Permanent

Experience Level

• 1+ years of financial industry experience
• 1+ years of client service experience

Education Level

• Post-secondary degree/diploma in business or finance

Salary/Compensations

• $50,000 - $55,000

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, and financial services 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.
• 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, with multiple office locations around the world, is committed to fostering a diverse, inclusive and accessible work environment.
• Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening.

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.