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New Accounts Specialist

4 months ago

Old Toronto, Canada Questrade Financial Group Full time

Tuesday, January 2, 2024

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 work-life balance
  • Competitive compensation, monthly incentives and benefits packages
  • Career growth and development opportunities
  • Quarterly recognition program
  • Opportunities to participate and contribute to community causes
  • Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next New Accounts Specialist. Could It Be You?

The New Accounts Specialist role remains one of the most important customer facing positions across the organization. As a primary point of contact during the initial customer journey, the objective of a New Accounts Specialist is to create and foster a positive relationship with Questrade customers.

What’s it like working as a New Accounts Speciali st at Questrade?

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

  • Helping Canadians become much more financially successful and secure
  • Interacting and building relationships with customers through various communication channels, including phone, live chat & SMS, email and occasionally face-to-face / virtual meetings
  • Continuously providing a high level customer experience by demonstrating our We Care values during each customer interaction
  • Educating customers on Questrade’s trading platforms, and our products and services
  • Ensuring a smooth onboarding journey, from start to finish
  • Receiving weekly/monthly coaching, mentoring, and training from sales team members
  • Participating and engaging in strategic sales initiatives, both for the department and for your respective team

What you'll bring to the table:

  • Selflessness: be customer centric during every interaction
  • Standards: want to work with the best & challenge yourself to perform at your best everyday
  • Results-oriented & ownership: take pride in overachieving against your personal targets and contribute to the department exceeding its targets
  • Agile: ability to manage multiple client communication channels, including inbound and outbound responsibilities
  • Passion & ambition: care for what you do with a long term goal of continuing to learn and grow your career within the sales team or across the enterprise

So are YOU our next New Accounts Specia li st? You are if you have…

  • Required: 1 - 2 years’ work experience in a sales environment with a strong focus on putting the customer first
  • Desired: Strong communication skills and a quick learner
  • Desired: Knowledgeable and passionate about financial markets and investment products
  • Desired: Contact center experience, ideally in financial services


Interviewing process for this role:

  • Intro & pre-screen with the Talent Acquisition team
  • First Interview: On-site with the Sales Leadership team
  • Second/Final Interview: On-site with the Senior Sales Leadership team
  • Offer, if successful
  • Pre-employment background checks

Location:

  • Work Model: Hybrid, with an in-office rotation from Monday to Friday
  • Training: On-site

Sounds like you? Click below to apply

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#LI-Hybrid

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.

  • 5700 Yonge St, Toronto, ON M2N 5M9, Canada
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