Strategic Initiatives Lead, Mortgage
Top Benefits
About the role
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, financial 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.
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
We’re looking for our next Strategic Initiatives Lead, Mortgage . Could It Be You?
We are seeking a highly motivated and results-driven Strategic Initiatives Lead to join our foundational team. In this role, you will be instrumental in launching and scaling our brand-new digital mortgage brokerage. More than a project manager, you will act as a strategic partner to the leadership team, responsible for translating the vision into an executable reality. You will take ownership of defining, planning, and executing our most critical strategic initiatives, from establishing our operational frameworks to managing project budgets and timelines.
This is a hands-on role that requires you to build our project management and business intelligence capabilities from scratch, including creating and managing our core KPI dashboards. You will lead cross-functional projects, design scalable business processes, and serve as the critical link between our business and technical teams. This is a unique opportunity for a data-driven leader who thrives in a startup environment and is passionate about building a business from the ground up.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Program Leadership: Own and manage the end-to-end lifecycle of our most critical strategic programs, including the launch of the digital mortgage brokerage and prime lender.
- Strategic Planning & Goal Setting: Partner with the leadership team to define company-wide goals, objectives (OKRs), and project deliverables, ensuring tight alignment across the business.
- Execution & Financial Management: Develop and manage comprehensive program plans, including timelines, milestones, risk management strategies, and the operational and project budgets.
- Cross-Functional Alignment: Drive execution by acting as the central hub for cross-functional teams, ensuring seamless collaboration between technology, product, marketing, sales, and compliance.
- Business Intelligence & Performance Tracking: Design, build, and maintain our core business dashboards, providing the leadership team with real-time visibility into KPIs and project performance.
- Process Architecture: Design, document, and implement the scalable business processes and workflows required for our core operations, from lead management to funding.
- Continuous Improvement: Conduct post-project reviews to identify successes and challenges, driving a culture of continuous improvement, efficiency, and accountability.
- Change Management: Act as a key change agent, helping to foster a culture of innovation and data-driven decision-making within the new business unit.
So are YOU our next Strategic Initiatives Lead, Mortgage? You are if you…
- Degree in Business Administration, Finance, Data Management or similar, MBA preferred.
- 5+ years of experience in a relevant field such as management consulting, business operations, corporate strategy, or program management.
- Hands-on expertise building complex dashboards and reports in Power BI, Tableau or similar.
Additional kudos if you…
- Experience in the Canadian mortgage or lending industry.
- Experience working in a startup or intrapreneurial environment.
- Formal project management certifications (e.g., PMP, Agile/Scrum).
- Familiarity with AI/ML concepts and their business applications.
- Experience with Google Cloud Platform (GCP).
Sounds like you? Click below to apply!
LI-Hybrid
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. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
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.
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.
Strategic Initiatives Lead, Mortgage
Top Benefits
About the role
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, financial 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.
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
We’re looking for our next Strategic Initiatives Lead, Mortgage . Could It Be You?
We are seeking a highly motivated and results-driven Strategic Initiatives Lead to join our foundational team. In this role, you will be instrumental in launching and scaling our brand-new digital mortgage brokerage. More than a project manager, you will act as a strategic partner to the leadership team, responsible for translating the vision into an executable reality. You will take ownership of defining, planning, and executing our most critical strategic initiatives, from establishing our operational frameworks to managing project budgets and timelines.
This is a hands-on role that requires you to build our project management and business intelligence capabilities from scratch, including creating and managing our core KPI dashboards. You will lead cross-functional projects, design scalable business processes, and serve as the critical link between our business and technical teams. This is a unique opportunity for a data-driven leader who thrives in a startup environment and is passionate about building a business from the ground up.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Program Leadership: Own and manage the end-to-end lifecycle of our most critical strategic programs, including the launch of the digital mortgage brokerage and prime lender.
- Strategic Planning & Goal Setting: Partner with the leadership team to define company-wide goals, objectives (OKRs), and project deliverables, ensuring tight alignment across the business.
- Execution & Financial Management: Develop and manage comprehensive program plans, including timelines, milestones, risk management strategies, and the operational and project budgets.
- Cross-Functional Alignment: Drive execution by acting as the central hub for cross-functional teams, ensuring seamless collaboration between technology, product, marketing, sales, and compliance.
- Business Intelligence & Performance Tracking: Design, build, and maintain our core business dashboards, providing the leadership team with real-time visibility into KPIs and project performance.
- Process Architecture: Design, document, and implement the scalable business processes and workflows required for our core operations, from lead management to funding.
- Continuous Improvement: Conduct post-project reviews to identify successes and challenges, driving a culture of continuous improvement, efficiency, and accountability.
- Change Management: Act as a key change agent, helping to foster a culture of innovation and data-driven decision-making within the new business unit.
So are YOU our next Strategic Initiatives Lead, Mortgage? You are if you…
- Degree in Business Administration, Finance, Data Management or similar, MBA preferred.
- 5+ years of experience in a relevant field such as management consulting, business operations, corporate strategy, or program management.
- Hands-on expertise building complex dashboards and reports in Power BI, Tableau or similar.
Additional kudos if you…
- Experience in the Canadian mortgage or lending industry.
- Experience working in a startup or intrapreneurial environment.
- Formal project management certifications (e.g., PMP, Agile/Scrum).
- Familiarity with AI/ML concepts and their business applications.
- Experience with Google Cloud Platform (GCP).
Sounds like you? Click below to apply!
LI-Hybrid
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. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
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.
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.