Manager, National Sales Support

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade 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 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, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

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 Manager, National Sales Support & Events. Could it be you?

The Manager, National Sales Support & Events will directly support the Head of Distribution/Business Development in all Business Development activities. This role also involves collaborating to provide consistent and timely reporting to our national partner network.  With hands-on oversight of the events hosted and participated by Community Trust, the Manager will manage a national events calendar.  The manager will also oversee the Broker onboarding specialist team to ensure a seamless and efficient broker onboarding process.  

Need more details? Keep reading...

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

• Plan and execute regular events nationally, including speaking engagements, conferences, trade shows, partner appreciation events and thought leadership sessions.

• Execute event logistics, including coordination with vendors, facilities, rentals, and internal stakeholders.

• Assist with administrative aspects of events, including new requests for support, event calendar management, promotional item inventory, critical paths, and invoicing.

• Collaborate with various internal business units and conduct independent research to identify new opportunities for participation in industry events.

• Work with the internal marketing team to develop pre and post event engagement campaigns.

• Provide on-site event support (set-up, tear-down, on-site social media coverage, additional tasks as required).

• Conduct internal event post-mortems to gather feedback and provide insight into successes and learning opportunities.

• Respond promptly to both internal and external requests from clients and partners.

• Provide general marketing support to Marketing & Brand Management team

• Manage the Broker onboarding team

• Identify continuous improvement opportunities.

• Oversee the National Sales team while supporting the Head of Distribution in calendar, activity, expense and travel management.

• Partner with Marketing team

• Complete Sales Reporting and Volume Bonus Reporting

• Partner with Business Development Managers and Internal Business Development Associates as required

• Follow AML procedures on all files with an emphasis on "Know Your Client" rules.

• Proactively identify actual and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stage. Conducts appropriate inquiries and investigations in relation to any such situation and ensures that corrective actions and/or risk mitigation actions are implemented in a timely manner or escalated appropriately.

• Adhere to compliance and operational risk controls in accordance with company's policies and procedures.

• Presentations (Sales meetings, broker feedbacks, etc)

• Assist in the preparation & review of sales collateral & material

So are YOU our next Manager, National Sales Support & Events? You are if you…

• Have experience in leadership or in a management position

• Have experience in supporting and guiding in a Sales environment

• Have 1-2 years of experience in event creation, coordination and execution

• Have a diploma or degree in event management or project management

• Have the ability to travel to events nationally

• Have a valid driver's license and regular access to a vehicle

• Have proficiency in Google Workspace.

• Have a proven high level of organizational and time management skills

• Have the confidence and professionalism while representing Community Trust to event attendees.

• Have exceptional customer service and interpersonal skills in an event setting

Additional information:

• Please note this role will be required to be in office 3 days a week

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. 

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) 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.