Bilingual Client Sales

Bilingual Client Sales & Services Specialist (English/Mandarin) Join to apply for the Bilingual Client Sales & Services Specialist (English/Mandarin) role at Questrade Financial Group. Questrade Financial Group (QFG) provides securities, foreign currency investment, professionally managed portfolios, mortgages, real estate 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 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. 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. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting‑edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences. 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 Responsibilities Client Interaction Management Manage client interactions efficiently and effectively, from initial contact to resolution, across multiple channels (phone, email, chat, in‑person) Create service tasks and accurately record, sort and track problems and the resolution steps taken Problem Resolution and Support Consult internal knowledge bases and resources to resolve client issues Reproduce and troubleshoot technical issues for Questrade products, including issues with connectivity, trade routing or order flow Quickly identify hardware, operating system and networking issues during client interactions Identify and elevate complex issues and potential problems in a timely manner Proactively contact clients to resolve account issues or provide follow‑up Product and Service Expertise Become a subject matter expert for Questrade products, services, policies, and procedures Educate and support clients on Questrade’s various trading platforms Help update knowledge base by identifying and reporting issues Present value‑added solutions, including products, tools, and resources, to meet client needs Continuous Improvement and Development Assist newer staff members in building their knowledge, productivity and quality skills Provide regular reporting on client interaction trends and identify opportunities for improvement Participate in 1:1 coaching, team meetings, and professional development workshops Keep up to date on all changes to Questrade products and services Qualifications Strong written and verbal communication skills Fully bilingual in English and French / Mandarin Post‑secondary degree/diploma 6 months‑1 year related work experience Flexibility to work rotating shifts, including evenings and weekends Completion of Canadian Securities Course (CSC) is an asset Professional Development Recommendations Canadian Securities Course (CSC) Conduct and Practices Handbook Course (CPH) Derivatives Fundamentals and Options Licensing Course (DFOL) Additional Kudos If You … A customer‑first sales professional who is passionate about providing outstanding service while achieving sales results. Exceptional communication and interpersonal skills, with the ability to actively listen and empathize. Strong problem‑solving skills and a proactive mindset to meet customer needs in real time. Outstanding organizational skills to handle multiple interactions, manage sales pipelines and identify new opportunities to support clients. At Questrade Financial Group of Companies, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. You will be supported and motivated so that you can harness your unlimited potential. #J-18808-Ljbffr