Sales Onboarding Specialist

3 weeks ago


Toronto, Ontario, Canada Questrade Financial Group Full time

About the Role

Questrade 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 Responsibilities

  • Interact with customers through various channels, including inbound calls, live chat, and email, to provide exceptional customer service and support.
  • Help customers navigate our trading platforms, products, and services, ensuring they have a seamless experience.
  • Work collaboratively with the sales team to achieve sales targets and contribute to the department's success.
  • Participate in strategic sales initiatives and engage in continuous learning and development opportunities.

Requirements

  • 1+ year of experience in sales in a customer-centric environment.
  • Effective communication and interpersonal skills.
  • Ability to work rotating 8-hour shifts, including evenings.

What We Offer

  • A dynamic and inclusive work environment.
  • Competitive compensation and benefits packages.
  • Opportunities for career growth and development.
  • A collaborative team that values diversity and inclusion.

Apply Now



  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Toronto, Ontario, Canada The Leadership Agency Full time

    Job Title: 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 play a critical role in ensuring a seamless onboarding experience for our clients, helping them to get the most out of our financial services.Key Responsibilities:Onboard...


  • Toronto, Ontario, Canada The Leadership Agency Full time

    Job Title: 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 play a critical role in ensuring a seamless onboarding experience for our clients, helping them to get the most out of our financial services.Key Responsibilities:Onboard...


  • Toronto, Ontario, Canada The Leadership Agency Full time

    {"h1": "Client Onboarding Specialist", "h2": "About the Role", "p": "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.Your primary focus will be on...


  • Toronto, Ontario, Canada The Leadership Agency Full time

    {"h1": "Client Onboarding Specialist", "h2": "About the Role", "p": "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.Your primary focus will be on...


  • 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...


  • 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 play a critical role in ensuring a seamless onboarding experience for our clients, setting them up for long-term success with our financial services.Key Responsibilities:Onboard new...


  • 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 play a critical role in ensuring a seamless onboarding experience for our clients, setting them up for long-term success with our financial services.Key Responsibilities:Onboard new...


  • 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,...


  • 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...


  • 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...


  • 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...


  • 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...