Become an Institutional Sales Specialist at Questrade Financial Group in North York, ON, and play a key role in enhancing client experience in financial services. Work in a dynamic hybrid workplace.
You’ll act as a key liaison between Precious Metals Dealers and their clients, supporting the onboarding process and ensuring a streamlined experience. This role requires expertise in account management, coordination with internal teams for seamless service delivery, and a passion for supporting client needs effectively.
Key Responsibilities:
• Support Institutional Partners with client onboarding
• Act as the primary contact for client inquiries
• Manage client accounts and funding tasks
• Collaborate with Finance and Compliance for client queries
• Handle trade reviews and inventory reconciliation
Requirements:
• Post-secondary degree or diploma required
• 1-2 years in Client Services or financial roles
• SME knowledge in technical support and trading
• Excellent communication and multitasking abilities
• Availability for overtime as needed
Bring your expertise to Questrade and help clients achieve their financial goals.
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📌 Join Questrade as Institutional Sales Specialist (Manitoba)
🏢 Community Trust
📍 Manitoba
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