Job Description

Sales Onboarding Specialist
5700 Yonge St, North York, ON M2M 4G3, Canada Req #3250
Wednesday, March 19, 2025
Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, 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.
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.
Whats 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
Career growth and development opportunities
Opportunities to contribute to community causes
Work with diverse team members in an inclusive and collaborative environment
Were looking for our next Sales Onboarding Specialist. Could It Be You?
Were seeking a high performing 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 readingxe2x80xa6
In this role, responsibilities include but are not limited to:
Handle inbound sales inquiries across multiple channels: Chat, SMS, 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
So are YOU our next Sales Onboarding Specialist? You are if you havexe2x80xa6
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 youxe2x80xa6
Are customer first sales professional who is passionate about providing outstanding service while achieving sales results.
Have 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.
Additional Informationxe2x80xa6

• Hybrid role - 3 days in office

Sounds like you? Click below to apply!
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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 existencexe2x80x94not 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.