Relationship Manager, Online FX & CFDs
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 Relationship Manager, Online FX & CFDs. Could It Be You?
The Relationship Manager is a pivotal member of the Online FX & CFDs Team. The primary responsibility of the Relationship Manager will be to foster deep relationships with your book of clients in order to understand and address the unique challenges they face with investing in FX and CFDs. In doing so, the Relationship Manager will set the standard for a great customer experience within the investment industry.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Interact with clients via inbound call, chat and email interaction
- Conduct outbound calling campaigns that target your specific book of clients, to increase total client assets and trading within your book of accounts
- Actively monitor your clients for low engagement and proactively re-engage clients directly to deepen the relationship and successful retention.
- Continuously, provide a high-level customer service experience by adding value to each interaction.
- Engage your clients and colleagues with honesty, transparency, integrity, and professionalism in every interaction.
- Work independently, and proactively to surpass stretch targets.
- Strong ability to process, understand and apply a high volume of key economic, financial, and real-time market information with the capability to simplify and articulate the information that is relevant to the needs of your clients.
- Pursue with drive and focus your Canadian Securities Courses and registration.
- Take pride in your career and in making a positive impact for your clients and colleagues.
- Build your brand as a trusted, knowledgeable, registrant that is a client advocate within the financial industry.
- Become an expert in trading, and securities regulations
- Keep current on Questrade’s policies and procedures
- Participate in regular department meetings and workshops
- Participate in the planning of Team initiatives
- Back up other team functions as business requires
So are YOU our next Relationship Manager, Online FX & CFDs? You are if you…
- Have 2+ years financial industry experience within sales experience or training
- Have a post-secondary degree/diploma in business or finance
- Have basic knowledge of forex, futures, CFDs and other derivatives
- Have excellent communication skills
- Have working knowledge and experience in excel, SQL and database management
- 2+ years in client service experience
- Have completed/willingness to complete the following CSI Courses related to securities and derivatives:
CSC (required)
CPH (required)
DFC OR DFOL (required upon hiring)
FLC (required upon hiring)
IRT (required upon hiring)
Additional Information…
- Please note this role will be required to be in office 3 days a week
Sounds like you? Click below to apply!
#LI-MC1
#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.
Relationship Manager, Online FX & CFDs
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 Relationship Manager, Online FX & CFDs. Could It Be You?
The Relationship Manager is a pivotal member of the Online FX & CFDs Team. The primary responsibility of the Relationship Manager will be to foster deep relationships with your book of clients in order to understand and address the unique challenges they face with investing in FX and CFDs. In doing so, the Relationship Manager will set the standard for a great customer experience within the investment industry.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Interact with clients via inbound call, chat and email interaction
- Conduct outbound calling campaigns that target your specific book of clients, to increase total client assets and trading within your book of accounts
- Actively monitor your clients for low engagement and proactively re-engage clients directly to deepen the relationship and successful retention.
- Continuously, provide a high-level customer service experience by adding value to each interaction.
- Engage your clients and colleagues with honesty, transparency, integrity, and professionalism in every interaction.
- Work independently, and proactively to surpass stretch targets.
- Strong ability to process, understand and apply a high volume of key economic, financial, and real-time market information with the capability to simplify and articulate the information that is relevant to the needs of your clients.
- Pursue with drive and focus your Canadian Securities Courses and registration.
- Take pride in your career and in making a positive impact for your clients and colleagues.
- Build your brand as a trusted, knowledgeable, registrant that is a client advocate within the financial industry.
- Become an expert in trading, and securities regulations
- Keep current on Questrade’s policies and procedures
- Participate in regular department meetings and workshops
- Participate in the planning of Team initiatives
- Back up other team functions as business requires
So are YOU our next Relationship Manager, Online FX & CFDs? You are if you…
- Have 2+ years financial industry experience within sales experience or training
- Have a post-secondary degree/diploma in business or finance
- Have basic knowledge of forex, futures, CFDs and other derivatives
- Have excellent communication skills
- Have working knowledge and experience in excel, SQL and database management
- 2+ years in client service experience
- Have completed/willingness to complete the following CSI Courses related to securities and derivatives:
CSC (required)
CPH (required)
DFC OR DFOL (required upon hiring)
FLC (required upon hiring)
IRT (required upon hiring)
Additional Information…
- Please note this role will be required to be in office 3 days a week
Sounds like you? Click below to apply!
#LI-MC1
#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.