Institutional Sales Specialist

Questrade Financial Group•Toronto, ON

1d•CA$50,000 - CA$57,000•Hybrid

About The Position

Questrade Financial Group (QFG) is a financial services company that offers a range of services including securities and foreign currency investment, managed portfolios, mortgages, and real estate services. They leverage cutting-edge technology and a combination of human-centric collaboration and AI-driven innovation to enhance customer experiences and empower their teams. QFG is seeking an Institutional Sales Specialist to join their diverse, inclusive, and hybrid workplace. This role is crucial for liaising with Precious Metals Dealers and Exempt Market Product Issuers to onboard new clients and support existing ones, ensuring a superior client experience through accurate, professional, and timely support. The Specialist will act as a primary point of contact and subject matter expert, collaborating internally with various departments like Finance, Compliance, and Back Office for tasks such as precious metal transactions and account management.

Requirements

Post-secondary degree or diploma in a related field.
1–2 years of experience in Client Services.
Minimum 1 year of related work experience in financial services or technical support.
Demonstrated ability to provide value-added, superior customer service.
SME-level knowledge of Options, Registered Plans, and technical troubleshooting.
Strong communication skills to explain trading, funding, and account logistics.
Ability to manage multiple tasks and channels simultaneously in a fast-paced environment.

Nice To Haves

CSI courses or completion of the Canadian Securities Course (CSC).
CPH, OLC, or DFC certifications are considered assets.
Available for overtime as needed.

Responsibilities

Coordinate with Institutional Partners/Dealers to onboard new clients
Act as the primary point of contact for clients referred through Precious Metal Dealers and Exempt Market Product Issuers
Assist Precious Metal Dealers/ Issuers and their referred clients with the account opening and funding process
Work with Back Office to complete new accounts and account transfers
Ensure the completion of client on boarding documentation
Become an SME on account opening, Precious Metals and Private Products
Assist clients with deposits and withdrawals
Coordinate with back office teams on purchases and redemptions of Exempt Market Products
Collaborate with Finance, Compliance, Risk and Back Office teams for trade reviews, settlements, transfer updates, account completion, purchases withdrawals and redemptions.
Generate delivery quotes for precious metal deliveries and liaise with third party vendors to complete these deliveries.
Make outbound calls to clients to assist them with their precious metals and exempt market products related queries and other account related inquiries.
Review precious metals trades for inventory and reconciliation with storage facility reports.
Participate in cross-functional projects and initiatives to enhance operational efficiency and effectiveness.
Work with issuers and the back office on DRIP deposits and distributions