25 Sep
|
Community Trust
|
Ottawa
25 Sep
Community Trust
Ottawa
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 onboardingAct as the primary contact for client inquiriesManage client accounts and funding tasksCollaborate with Finance and Compliance for client queriesHandle trade reviews and inventory reconciliationRequirements:Post-secondary degree or diploma required1-2 years in Client Services or financial rolesSME knowledge in technical support and tradingExcellent communication and multitasking abilitiesAvailability for overtime as neededBring your expertise to Questrade and help clients achieve their financial goals.
📌 Join Questrade As Institutional Sales Specialist (Ottawa)
🏢 Community Trust
📍 Ottawa