Business Development Manager

Questrade Financial Group

7d•Remote

About The Position

Questrade Financial Group (QFG) is a financial services company that offers a range of services including investments, managed portfolios, mortgages, and real estate services, leveraging cutting-edge technology to enhance financial success and security for Canadians. QFG combines human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work. This role is for an existing vacancy within the Mortgage Underwriting and Fulfilment department, responsible for developing new business opportunities, supporting assigned accounts, and achieving departmental goals. The role contributes to overall portfolio growth and profitability in an entrepreneurial environment focused on service and operational excellence. It is a results-driven, competitive, and team-oriented position.

Requirements

Minimum of 5 years’ experience in the full sales cycle process.
Minimum of 2 years related experience in alternative lending.
Proven track record in meeting and exceeding established sales targets.
Excellent presentation skills.
Strong knowledge of Microsoft applications (including Word, Excel, and PowerPoint) and familiarity with the internet and related applications for research.
Superior interpersonal and relationship-building skills.
Solid understanding of the characteristics, attributes, and risk factors associated with various loan types.
Demonstrated strong negotiation, planning, organizational, and time management skills.
Solid written and verbal business communication skills.
Capability of handling multiple tasks and meeting stringent deadlines.
Tactful, diplomatic, and politely persistent.
Result-oriented and a high achiever.
Reliable, consistent, and disciplined.
Highest level of integrity.
Self-motivated, confident, and capable of working both independently and in a team environment.
Ability to bring a positive, can-do attitude, using creative solutions to solve problems.
Ability to establish and build healthy working relationships with team and peers.

Nice To Haves

Post-Secondary Education (preferred).

Responsibilities

Develop and execute effective business development strategies and contribute to the department’s business plan.
Develop sales strategies to increase market share, analyze opportunities, and create plans to maintain continuity and achieve growth and sales objectives.
Partner with the Residential Lending Operations team to support and service partners within assigned territories.
Generate a target list of potential broker and partner relationships, developing customized strategies to translate leads into net new business.
Develop and foster broker and partner relationships while maintaining the highest level of professionalism and service standards.
Balance strong problem-solving and decision-making abilities while meeting performance targets and maintaining effective internal and external relationships.
Maintain a strong sales funnel with a focus on activity to ensure continuous sales and growth goals are met.
Track, analyze, and report key pipeline, opportunity, forecast, and sales productivity metrics.
Prepare a variety of reports, including visit summaries, closings, competition offerings, and goals vs. results.
Actively participate in business development events, tradeshows, and presentations as required.
Identify and research new product and service opportunities that complement existing offerings and align with the company’s strategic objectives.
Collaborate with the Marketing and Brand Management team to update existing and create new broker communications, including collateral materials, email content, and promotions.
Maintain up-to-date knowledge of the competition, industry trends, and market conditions.
Ensure accurate record-keeping (electronic and paper-based) and that all records are stored and retained to meet Company standards.
Identify continuous improvement opportunities.
Follow AML procedures on all files with an emphasis on “Know Your Client” rules.
Pro-actively identify actual and potential violations of AML regulatory requirements, internal policies and procedures, or other AML/ATF risk situations at an early stage. Conduct appropriate inquiries and investigations and ensure corrective actions and/or risk mitigation actions are implemented or escalated appropriately.
Adhere to compliance and operational risk controls in accordance with company’s policies and procedures.