Manager, National Sales Support

7 days ago

Mississauga, Ontario, Canada Questrade Financial Group Full time
Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not.

Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online.

That's why we empower our employees to continuously grow their professional careers with QFG.

We believe in having a diverse, inclusive place to work and our flexible working arrangements brings that to life so you can unleash your creativity.

Our values are a part of our DNA, and we care deeply about our people helping us fulfill our mission and become an important part of our community.

We are always looking for like-minded professionals to join our team. Come grow with us.

What's it like working as a Manager, National Sales Support & Events at Community Trust Company?

Lead and support the requirements of the Sales/Business Development teams by effectively managing a small team focused on Sales reporting, events, and broker onboarding.

This position requires providing direct support to the Director, National Sales & Lending for all Business Development activities, while partnering to provide frequent and regular reporting to our national network of partners.

With hands-on oversight of the events hosted and participated by Community Trust, the Manager will manage a national events calendar.

The manager will also oversee the Broker onboarding specialist team to ensure a seamless and efficient broker onboarding process.
Need more details? Keep reading...

  • Plan and execute regular events Nationally, including speaking engagements, conferences, trade shows, partner appreciation events and thought leadership sessions.
  • Execute event logistics, including coordination with vendors, facilities, rentals, and internal stakeholders.
  • Assist with administrative aspects of events, including new requests for support, event calendar management, promotional item inventory, critical paths, and invoicing.
  • Collaborate with various internal business units and conduct independent research to identify new opportunities for participation in industry events.
  • Work with the internal marketing team to develop pre and post event engagement campaigns.
  • Provide onsite event support (setup, teardown, onsite social media coverage, additional tasks as required).
  • Conduct internal event postmortems to gather feedback and provide insight into successes and learning opportunities.
  • Respond promptly to both internal and external requests from clients and partners.
  • Provide general marketing support to Marketing & Brand Management team
  • Manage the Broker onboarding team
  • Identify continuous improvement opportunities.
  • Oversee the National Sales team while supporting the Director, National Sales & Lending in calendar, activity, expense and travel management.
  • Partner with Marketing team
  • Complete Sales Reporting and Volume Bonus Reporting
  • Partner with Business Development Managers and Internal Business Development Associates as required
  • Follow AML procedures on all files with an emphasis on "Know Your Client" rules.
  • Proactively identify actual and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stage. Conducts appropriate inquiries and investigations in relation to any such situation and ensures that corrective actions and/or risk mitigation actions are implemented in a timely manner or escalated appropriately.
  • Adhere to compliance and operational risk controls in accordance with company's policies and procedures.
  • Presentations (Sales meetings, broker feedbacks, etc)
  • Assist in the preparation & review of sales collateral & material
So are YOU our next Manager, National Sales Support & Events? You are if

  • Experience in leadership or management position
  • Experience in supporting and guiding in a Sales environment
  • 12 years of experience in event creation, coordination and execution.
  • Diploma or degree in event management or project management preferred.
  • Ability to travel to events nationally
  • Must have valid driver's license and regular access to a vehicle
  • Proven high level of organizational and time management skills, using selfdirection and sound judgment to coordinate multiple demands and deadlines.
  • Confidence and professionalism while representing Community Trust to event attendees.
  • Exceptional customer service and interpersonal skills in an event setting.
  • Proficiency in Google Workspace.
Sounds like you? Click below to apply
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