Sales Onboarding Specialist

Join to apply for the Sales Onboarding Specialist role at Questrade Financial Group. Questrade Financial Group (QFG), through its companies — Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc. — provides securities and foreign‑currency investment, professionally managed investment portfolios, mortgages, real‑estate services, financial services and more. QFG uses cutting‑edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. 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 part of a collaborative team that cares deeply about our mission and each other. At QFG we have a culture of innovation where technology serves people — both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward‑thinking individuals who can effectively integrate it into their daily work. 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 and benefits packages Work‑life balance in a hybrid environment with at least 3 days in office 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 Sales Onboarding Specialist As a high‑performing Sales Onboarding Specialist, you will join our growing contact centre team. This role involves managing inbound sales through chat, SMS, email and calls while delivering an exceptional customer experience. It is the perfect opportunity for someone who thrives in a goal‑driven environment, consistently exceeds targets and wants to build a long‑term career at Questrade. Responsibilities Handle inbound sales inquiries across multiple channels: chat, SMS, email and phone. Convert inquiries into sales by understanding customer needs and recommending tailored solutions. Consistently meet or exceed sales targets and key performance metrics. Proactively manage a sales pipeline during slower periods, ensuring all leads are nurtured. Stay knowledgeable about our products and services to provide accurate information to clients. Collaborate with team members and leadership to identify and implement process improvements. Maintain accurate records of interactions and sales activities in Salesforce. Qualifications Proven experience in sales, ideally in a contact centre or multi‑channel environment. A track record of exceeding sales targets while delivering customer‑focused solutions. Familiarity with Salesforce and pipeline management. Additional Kudos If You… Have experience in the financial services industry. Are bilingual – written and verbal fluency in English and French. Are a customer‑first sales professional who is passionate about providing outstanding service while achieving sales results. Possess exceptional communication and interpersonal skills, with the ability to actively listen and empathize. Have strong problem‑solving skills and a proactive mindset to meet customer needs in real time. Maintain outstanding organizational skills to handle multiple interactions, manage sales pipelines and identify new opportunities to support clients. We’re committed to fostering a diverse, inclusive, and accessible work environment. Here, individuals are treated with dignity and respect, and the unique skills and experience you bring will be valued. Questrade Financial Group’s applicant tracking system uses artificial intelligence 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. Seniority level Entry level Employment type Full‑time Job function Human Resources #J-18808-Ljbffr