Sales Onboarding Specialist

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 Sales Onboarding Specialist. Could It Be You?

We’re seeking a high performing  Bilingual (English, French or Mandarin) Sales Onboarding Specialist to join our growing contact centre team. This role involved managing inbound sales through Chat, SMS, email and calls while delivering an exceptional customer experience. This is the perfect opportunity for someone who thrives in a goal driven environment, consistently exceeds targets and wants to build a long term career at Questrade.

Need more details? Keep reading…

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

• Handle inbound sales inquiries across multiple channels: Chat, email and phone.

• Convert inquiries into sales by understanding the customer needs and recommending tailor solutions.  

• Consistently meet or exceed sales targets and key performance metrics

• Proactively manage a sales pipeline during slower periods, ensuring all leads are nurtured.

• Stay knowledgeable about our products and services to provide accurate information to clients.

• Collaborate with team members and leadership to identify and implement process improvements.

• Maintain accurate records of interactions and sales activities in Salesforce

• Using first contact resolution to answer questions, address objections, and finalize the transaction within the initial conversation.

So are YOU our next Sales Onboarding Specialist? You are if you…

• Required: Fully Bilingual in English and French or Mandarin, both verbal and written

• Proven experience in sales, ideally in a contact centre or multi channel environment

• A track record of exceeding sales targets while delivering customer focused solutions

• Familiarity with salesforce and pipeline management 

Additional kudos if you…

• Have experience in the financial services industry
• Are Bilingual - written and verbal fluency in English and French
• A customer first sales professional who is passionate about providing outstanding service while achieving sales results.
• Exceptional communication and interpersonal skills, with the ability to actively listen and empathize.
• Strong problem solving skills and a proactive mindset to meet customer needs in real time.
• Outstanding organizational skills to handle multiple interactions, manage sales pipelines and identify new opportunities to support clients. 

Compensation Information:

• Base salary range: $40,000

• 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-ÉP1

#LI-Hybrid