Sales Onboarding Specialist

5 months ago

Toronto, 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 work-life balance
- Competitive compensation and benefits packages
- Monthly incentives for top performers
- Hybrid work arrangements
- 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 Sales Onboarding Specialist. Could It Be You?
The Sales Onboarding Specialist role is an important sales position across the Questrade enterprise. As a primary point of contact during the initial onboarding journey for customers, the objective of a Sales Onboarding Specialist is to create and foster a positive sales relationship with Questrade clients.

What’s it like working as a Sales Onboarding Specialist 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 primary and secondary channels
- Secondary channels include outbound calls via an automated outbound dialer or from organic inbound follow-ups
- Handling a high volume of inbound sales interactions per day (40+) with the goal of assisting a prospective customer in opening their account from start to finish
- Working in a hybrid role environment and supporting multiple inbound channels as the business demands
- Consistently providing an exemplary customer experience by demonstrating our “We Care” values during each customer interaction
- Educating customers on Questrade’s trading platforms, 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: being customer centric and striving to make a meaningful difference during every interaction
- Accountability: wanting to work with the best & challenging yourself to perform at your best every day
- Drive & Ownership: taking pride in surpassing your personal targets and contributing to the department exceeding its sales targets, and being rewarded for doing so
- Agility & Flexibility: working on multiple inbound channels, tailoring your sales approach to each, and working late shifts up to 3 - 4 times a week
- Creativity: thinking outside the box to resolve challenging customer inquiries and, from time-to-time, customer escalations
- Passion & Ambition: dedicating yourself to continuous learning and outstanding performance with a long term goal of growing your career with the Sales Team.

So are YOU our next Sales Onboarding Specialist? You are if you
- Have 1+ years’ of experience in sales in a customer-centric environment
- Are an effective communicator and a quick learner
- Are available to work rotating 8-hour shifts, including evenings

Additional kudos if you
- Are knowledgeable and passionate about financial markets and investment products
- Have contact center experience, ideally in financial services

Sounds like you? Click below to apply
LI-NP1
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.

  • Bilingual Sales Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Questrade Financial Group is committed to helping our customers achieve financial success and security. We are seeking a Bilingual Sales Onboarding Specialist to join our team.This role is an important sales position across the Questrade enterprise. As a primary point of contact during the initial onboarding journey for customers, the objective of a...

  • Sales Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Onboarding Specialist to join our team at Questrade Financial Group. As a Sales Onboarding Specialist, you will play a critical role in creating and fostering positive sales relationships with our clients.Key ResponsibilitiesInteract and build relationships with customers through...

  • Sales Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Onboarding Specialist to join our team at Questrade Financial Group. As a Sales Onboarding Specialist, you will play a critical role in creating and fostering positive sales relationships with our clients.Key ResponsibilitiesInteract and build relationships with customers through...

  • Sales Onboarding Specialist

    4 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleQuestrade Financial Group is seeking a highly motivated and customer-centric Sales Onboarding Specialist to join our team. As a primary point of contact for new customers, you will play a crucial role in creating a positive sales relationship and ensuring a smooth onboarding journey.Key ResponsibilitiesInteract with customers through various...

  • Sales Onboarding Specialist

    5 months ago

    Toronto, Canada Questrade Financial Group Full time

    Sales Onboarding Specialist (Hybrid) 5700 Yonge St, North York, ON M2M 4K2, Canada Req #2063 Monday, June 3, 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...

  • Sales Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleThe Sales Onboarding Specialist plays a vital role in creating a positive sales relationship with Questrade clients. As a primary point of contact during the initial onboarding journey, the objective is to assist customers in opening their account from start to finish.Key ResponsibilitiesInteracting and building relationships with customers...

  • Onboarding Specialist

    5 months ago

    Toronto, Canada Provincial Smart Home Services Full time

    **Job Title**: Onboarding Specialist **Location**:1243 Islington Ave Floor 2 **Working Hours**: Monday to Friday, 3:00 PM to 11:00 PM **Salary**: $21.50 per hour **Job Overview**: **Key Responsibilities**: **New Customer Onboarding**: - Guide new customers through the onboarding process, ensuring a positive and informative experience. - Provide...

  • Bilingual Sales Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Unlock Your Potential as a Bilingual Sales Onboarding SpecialistAt Questrade Financial Group, we're committed to helping our customers achieve financial success and security. As a Bilingual Sales Onboarding Specialist, you'll play a vital role in creating a positive sales relationship with our clients.Key Responsibilities:Help Canadians become financially...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    Client Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key Responsibilities:Onboard new clients through email, phone, and...

  • Bilingual Sales Onboarding Specialist

    4 days ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Unlock Your Potential in a Dynamic Sales RoleQuestrade Financial Group is seeking a highly motivated Bilingual Sales Onboarding Specialist to join our team. As a key point of contact during the initial onboarding journey for customers, you will create and foster positive sales relationships with Questrade clients.Key Responsibilities:Help Canadians become...

  • Fintech Sales Onboarding Specialist

    1 week ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleAt Questrade Financial Group, we are committed to helping our customers achieve financial success and security. As a Sales Onboarding Specialist, you will play a crucial role in creating a positive sales relationship with our clients.Key ResponsibilitiesInteract with customers through various channels, including inbound calls, live chat, and...

  • Customer Onboarding Specialist

    1 week ago

    Toronto, Ontario, Canada AutoTrader Full time

    Job Title: Customer Onboarding SpecialistThe Customer Onboarding Specialist will play a critical role in ensuring a seamless customer experience by conducting a Welcome Onboarding call to discuss client products and provide key features and benefits. This position requires a strong ability to optimize the onboarding process and experience for clients,...

  • Bilingual Sales Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Questrade Financial Group: A Leader in FintechWe are seeking a highly motivated and customer-centric Bilingual Sales Onboarding Specialist to join our team. As a key member of our sales team, you will be responsible for creating and fostering positive sales relationships with our clients.Key Responsibilities:Interact and build relationships with customers...

  • Sales Coach

    2 weeks ago

    Toronto, Ontario, Canada Hubstaff Full time

    Position: Sales Coach - Client Onboarding SpecialistLocation: RemoteCompany: HubstaffSalary: $250 USD per successful client onboarding, with potential to earn over $4000+ USD per month.About Us: At Hubstaff, we specialize in connecting businesses with top-tier talent and providing unparalleled support throughout the hiring process. Our mission is to...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key ResponsibilitiesOnboard new clients through email, phone, and chat to ensure they are...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key ResponsibilitiesOnboard new clients through email, phone, and chat to ensure they are...

  • Bilingual Sales Onboarding Specialist

    7 days ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    The ideal candidate will be a customer-centric sales professional with excellent communication skills and a passion for building relationships with clients. As a bilingual sales onboarding specialist, you will play a crucial role in helping Canadians achieve their financial goals.Key ResponsibilitiesProvide exceptional customer service and support to clients...

  • Bilingual (English/french) Sales Onboarding

    5 months ago

    Toronto, 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...

  • Bilingual (English/mandarin) Sales Onboarding

    5 months ago

    Toronto, 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...

  • Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the Role:We are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a key member of our sales team, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key Responsibilities:Onboard new clients through email, phone, and chat to ensure they...