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. #J-18808-Ljbffr
📌 Join Questrade as Institutional Sales Specialist (Winnipeg)
🏢 Community Trust
📍 Winnipeg
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