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About the Role

The Trade Support Specialist is a high-tier subject matter expert dedicated to achieving First Contact Resolution (FCR) for specialized trade-related inquiries. This role eliminates siloed support by empowering the specialist to own the entire client journey for technical trade concerns.

Responsibilities

• Serving as the primary and crucial point of contact for complex trade topics, moving away from traditional "triage and transfer" workflows.
• Resolving inquiries on the first interaction to drive world-class client satisfaction.
• Acting as a specialized "owner" of the client journey for sophisticated asset classes and platform mechanics.
• Serving as a thinker and problem-solver who contributes to the evolution of pod procedures and platform improvements.
• Managing and resolving technical inquiries regarding equities, options (strategies/assignments), FX, shorting, precious metals, and negative balances.
• Troubleshooting and reproducing technical issues exclusively related to trade routing, order flow, and Questrade’s trading platforms.
• Taking full responsibility for complex account financials, including P&L discrepancies, corporate actions, dividends, and journaling.
• Analyzing client feedback and recurring pain points to propose new solutions and procedural improvements for the pod.
• Proactively reporting platform issues and client sentiment to management to drive future-state support enhancements.
• Communicating with Trade Desk, risk, back office, and technology support to ensure the successful resolution of client issues.

Requirements

• Minimum 1 year of related work experience in a financial services contact center.
• Extreme attention to detail and a solution-focused mindset.

Skills

• Excellent written and verbal communication skills in both English and Mandarin.
• Canadian Securities Course (CSC) and/or Derivatives Fundamentals and Options Licensing (DFOL).

Location

• Hybrid

Work Type

• Full-Time
• Permanent

Experience Level

• Minimum 1 year of related work experience

Education Level

• Post-secondary degree or diploma in a related field.

Salary/Compensations

• $45,000

Benefits

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

About the Company

• Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more.
• 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.
• If you share this sense of infinite possibility, come shape your future at QFG.

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.
• 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.