Institutional Sales Specialist

1 week ago

Toronto, Ontario, Canada Questrade Financial Group Full time
Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. 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.

This is a place where you can explore, discover and learn with continuous growth.

As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits.

If you share the same sense of infinite possibility, come shape your future at Questrade.

What's in it for you as an employee of QFG?

  • Health & wellbeing resources and programs
  • Paid vacation, personal, and sick days for worklife balance
  • Competitive compensation and benefits packages
  • Hybrid and flexible work arrangements
  • Career growth and development opportunities
  • Opportunities to contribute to community causes
  • Work with diverse team members in an inclusive and collaborative environment
We're looking for our next Institutional Sales Specialist. Could it Be You?

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?

Need more details? Keep reading

In this role, responsibilities include but are not limited to:

  • Coordinating with Institutional Partners/Dealers to onboard new clients
  • 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 productrelated queries and other account related inquiries
  • Ensuring the completion of client onboarding documentation
  • Becoming an SME on account opening, Precious Metals and Private Products
  • Participating in regular Sales department meetings
  • Assisting clients with deposits and withdrawals
  • Liaising with third party vendors to process metal deliveries
  • 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? You are if you

  • 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
  • Have experience using G-Suite, especially Sheets
  • Have excellent communication skills
  • Have a positive attitude and strong client orientation
  • Have strong organizational and multitasking capabilities
  • Have the ability to work independently in a fast paced environment
  • Have high level of attention to detail
  • Are curious to learn and understand the why and the how
  • Are able to collaborate effectively as a team player
Sounds like you? Click below to apply
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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.

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