Sales & Accounts Office Agent (m/f)

3 weeks ago


Toronto ON, Canada Questrade, Inc. Full time

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.
At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. Hybrid and flexible work arrangements
Opportunities to contribute to community causes
We’re looking for our next Institutional Sales Specialist . The purpose of the Institutional Sales Specialist is to liaise with and assist our Institutional Sales Partners in an effort to onboard new clients and support existing clients referred by them.
What’s it like working as the Institutional Sales Specialist at Questrade?
The Institutional Sales 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 using multiple channels, such as phone and email.
Acting as the primary point of contact for clients referred through Precious Metal Dealers and Exempt Market Product Issuers
Assisting Precious Metal Dealers/ Issuers and their referred clients with the account opening and funding process
Liaising with Finance, Compliance, Back Office for trade settlements and processing withdrawals
Working with Back Office to complete new accounts and account transfers
Making outbound calls to clients to assist them with their precious metals and exempt market product-related queries and other account related inquiries
Becoming an SME on account opening, Precious Metals and Private Products
Participating in regular Sales department meetings
Working with back office teams to onboard new funds
Coordinating with back office teams on purchases and redemptions of Exempt Market Products
Reviewing precious metals trades
Working with issuers and back office on DRIP deposits and distributions
So are YOU our next Institutional Sales Specialist? Are a College or University graduate or equivalent, preferably in Business, Finance, or Economics
Have 1+ years of industry experience, preferably in Sales, Customer Service, Back / Middle Office
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. 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.



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