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

This job posting is for an existing vacancy.

We’re looking for our next Senior Manager, Investor Engagement Marketing. Could It Be You?

The Senior Manager, Investor Engagement Marketing within Questrade is a pivotal role defining, developing, and executing a comprehensive, multi-channel communication strategy that effectively engages, informs, and nurtures relationships for Questrade’s investment products and services. This role requires a strategic visionary with a deep understanding of customer behavior, advanced communication channels, and sophisticated, data-driven decision-making.

Your leadership will empower our prospects and customers with knowledge, drive engagement, and help them understand our products and respond to new customer demands, ensuring our "Grow my Wealth" mission is met. In this highly cross-functional and strategic role you will need to build relationships with a variety of stakeholders and work with these partners to design best-in-class engagement strategies that drive customer value and loyalty.

Our team’s success will be measured by:

• Positive P&L by product and business line performance
• Increase in defined customer engagement metrics and acquisition targets

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

• Strategic Engagement Planning & Leadership: Lead the strategic planning and oversee the execution of comprehensive lifecycle engagement campaigns to significantly increase customer loyalty, advocacy, and lifetime value across our multi-channel marketing hub (MMH), including email, SMS, platform, customer journeys, and triggers.
• Long-term Strategy & Innovation: Develop and champion long-term customer and program strategies by leading in-depth analysis of market trends, competitor activity, and industry reports to make informed, forward-looking decisions that proactively drive growth and profitability.
• Personalization & CX Excellence: Define, champion, and optimize goals, target audiences, advanced messaging and robust testing frameworks, and key performance indicators (KPIs) for various customer segments and channels. Drive hyper-personalization with 1:1 communications based on customer behavior to guide them along their own unique journeys at Questrade.
• Cross-Functional Strategic Partnership: Collaborate and influence cross-functionally to develop and implement meaningful behavior-based triggers that significantly improve the customer experience with timely, in-moment communications, consistently delivering positive results across the organization.
• Advanced Data & Analytics Leadership: Lead advanced data and analytics efforts to rigorously measure the impact of all communication initiatives and make sophisticated, data-driven decisions to continuously improve results and marketing effectiveness.
• Strategic Budget Management: Manage the engagement forecasting and budget, ensuring efficient allocation of resources, identifying significant opportunities to maximize ROI, and contributing to regular & annual financial planning cycles.
• Content Governance & Delivery: Oversee the strategic briefing, development, and delivery of high-quality, engaging content that is consistent with our brand voice and regulatory requirements across multiple channels, ensuring maximum impact.
• Stakeholder Communication: Foster effective, high-level communication with multiple senior stakeholders, provide regular, insightful updates on campaign and program performance, and proactively seek feedback to refine strategies.
• Team Leadership & Talent Development: Lead, mentor, and develop the engagement team (including Product Marketing Managers), fostering a high-performance culture, and encouraging innovation and continuous improvement through rigorous testing and learning.
• Team Culture: Actively contributing to a positive corporate and marketing culture that empowers continuous learning and serves as a positive role model of our IQTECH values.

So are YOU our next Senior Manager, Investor Engagement Marketing? You are if you…

• Have at least 10 years of relevant CRM, CBM or lifecycle marketing experience with a proven track record in developing and executing scalable campaigns that drive customer engagement, loyalty, and exceed business results with a strong understanding of various marketing channels. This includes at least 3+ years in a senior leadership or managerial role, with direct experience managing a team of specialists or managers.
• Have in-depth knowledge and experience with CRM principles, best practices, and tools (e.g. Braze, Marketo) to drive success
• Have ambition and humility. You don't accept the status quo simply because "it's what we've always done." You push for better, newer, and more innovative ways to do things—all while staying humble.
• Have the ability to identify actionable insights. You understand the importance of and have experience making data-driven decisions.
• Have the ability to collaborate and listen. You value relationship building, are confident in asking others how to help clear roadblocks, and a genuine want to understand the opinions of others in order to incorporate it into strategies.
• Have the ability to adapt. You are adaptable and can manage complex projects simultaneously, with a keen eye for prioritization.
• Have the ability to communicate effectively. You have advanced written and verbal communication and interpersonal skills and are comfortable presenting work to stakeholders and audiences of various levels.
• Have a solid understanding of how to build trust and influence cross-functional stakeholders across the organization.
• Have excellent organization skills and strong attention to detail.
• Have a keen interest in or experience in the financial services and/or investment industry. Investment industry experience (an asset).
• Have a bachelor’s degree in business, marketing, communications, or related field (preferred).

Compensation Information:

• Base salary range: $130,000 - $160,000
• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

Sounds like you? Click below to apply!

#LI-LB1

#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.