Reserve Client Specialist

Join to apply for the Reserve Client 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, and more. Questrade uses cutting‑edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. At QFG we are everything a traditional financial institution is not. Our culture of innovation means technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler and seek forward‑thinking individuals who can integrate it into their daily work. As a part of our collaborative team, you will bring the future of fintech into existence, pushing boundaries and discovering your true potential. 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 Hybrid work‑life balance with at least 3 days in office Career growth and development opportunities Opportunities to contribute to community causes Work with a diverse team in an inclusive and collaborative environment We’re looking for our next Reserve Client Specialist The Reserve Client Specialist is a primary point of contact for our most valued customers. The role provides exemplary customer service and takes on a proactive sales approach to educate and cross‑sell Questrade products best meeting customer needs. Responsibilities Manage multiple inbound/outbound client support channels (phones, email, live chats) Become a subject‑matter expert on Questrade products and services Assist clients in monitoring and managing high‑value accounts Provide technical support on Questrade’s trading software platforms Resolve client problems professionally, escalating issues as required Cross‑sell Questrade’s products and services Identify sales leads and refer clients as necessary Participate in team meetings and workshops Develop tailored strategies aligned with client goals Provide value‑added services such as proactive outreach, product updates, and platform tutorials Drive asset growth and customer equity expansion Achieve monthly targets Conduct outbound calling campaigns Work independently and proactively to overachieve stretch targets Effectively and efficiently manage each client interaction from first contact to resolution Qualifications Expertise in Options, Registered Plan, Products & Services Demonstrated ability to provide value‑added service and asset gathering Experience servicing HNW and UHNW clients Postsecondary degree/diploma in a related field 1+ years experience in sales and/or service Flexibility to work rotating 8.5‑hour shifts Knowledge of French or Mandarin is an asset Subject‑matter expertise in Questrade products and services Excellent communication and interpersonal skills Strong work ethic and discipline Passion for continuous learning and development Team‑oriented and collaborative mindset Reliability, accountability, and attention to detail Confidence, energy, and self‑motivation Professional Development Recommendations CSI courses related to securities and derivatives: CSC (recommended) CPH (recommended) DFC (recommended) OLC (recommended) Key Competencies Leadership and Performance Management: Leads, coaches, and motivates a team of relationship managers to achieve and exceed performance targets and business objectives. Exceptional Client Focus: Champions and delivers a "white glove" service experience, acting as a brand ambassador for high‑value clients. Advanced Problem‑Solving: Acts as a decisive escalation point, skillfully handling complex client issues for effective and efficient resolution. Data‑Driven Acumen: Interprets performance metrics and reports on team trends to make informed decisions that drive success. Continuous Improvement Mindset: Proactively identifies and addresses gaps in processes and systems to enhance operational efficiency. Cross‑Functional Collaboration: Effectively liaises with other departments to ensure strategic alignment and seamless client support. Apply Key competencies and responsibilities above; if you are ready to join a forward‑thinking team, click below to apply. 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. Our approach treats every individual with dignity and respect, valuing your unique skills and experience and supporting your professional growth. 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. Referrals increase your chances of interviewing at Questrade Financial Group by 2x. #J-18808-Ljbffr