New Accounts Associate - Toronto, Canada - Questrade Financial Group

Questrade Financial Group

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not.

Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online.

That's why we empower our employees to continuously grow their professional careers with QFG.

We believe in having a diverse, inclusive place to work and our flexible working arrangements brings that to life so you can unleash your creativity.

Our values are a part of our DNA, and we care deeply about our people helping us fulfill our mission and become an important part of our community.

We are always looking for like-minded professionals to join our team. Come grow with us.

Questrade is a disruptor in financial services, with a core focus on improving the lives of Canadians to become financially successful.

We also take great pride in helping our employees grow their professional careers during our accelerated growth. To learn more about who we are check out our careers page.

The purpose of the New Accounts Associate is to deliver high levels of customer satisfaction at the Questrade Centre (QC) by providing an outstanding in-person experience.

Our commitment is to create long term customer relationships and turn every visitor into a Questrade promoter.

What's it like working as a New Accounts Associate at Questrade:

The New Accounts Associate is a highly responsible and motivated individual who is confident in our products and services, is committed to delivering a "We Care" customer experience, and is driven by helping Canadians become financially successful.

The New Accounts Associate will work closely with every customer that visits the retail office and determine their unique financial needs and provide them with customized solutions.

First impressions are key, therefore another key responsibility of our New Accounts Associate is maintaining the presentation of the entire retail office i.e.

the sales floor, office stationery and equipment, and ensuring the Marketing collateral is up to date and in stock.

As the face of Questrade, the New Accounts Associate remains one of the first points of contact to customer feedback, experiences, and competitor offerings.

Therefore, the New Accounts Associate will have the ongoing opportunity to provide feedback and competitive insights to better our business development and meet the needs of our customers.

The associate will also be expected to regularly host, present and attend live financial services events during and after normal working hours, and occasionally may include weekends.

What you'll be doing:

Work with customers to identify their needs while highlighting our product (s) and service (s) that can help them achieve their financial goals
Comfortable with handling and resolving escalated situations and can provide resultsoriented solutions to increase customer satisfaction
Able to overcome obstacles with strong negotiation skills
Deliver "We Care" customer experiences to help broaden and deepen our customer relationships
Strong communication skills and able to present in front of a large group of people comfortably and confidently
Be an expert on Questrade products, services and the account opening process
Educate customers on other products and services to help add value and bring them closer to achieving their financial goals
Be knowledgeable on registered accounts; including TFSAs, RRSPs and RIFs
Be an expert in stock and options trading, and securities regulations
Develop business strategies to increase learning centre traffic
Strong organizational skills, able to maintain outstanding office condition and visual presentation standards
Complete office administration duties and ensure compliance with policies and procedures
Act as a point of contact for organization and support of all QC events and seminars
Work closely with other departments (i.e. Operations, CSS) to improve operational efficiencies
Create and document process guides, with full adherence
Participate in regular Sales department meetings
Participate in the planning of Sales initiatives
Back up other team functions as business requires

What you'll bring to the table:

Selflessness: be customer centric during every interaction
Standards: want to work with the best & challenge yourself to perform at your best everyday
Resultsoriented & ownership: take pride customer satisfaction and contribute to the department exceeding its targets
Organized & attentive to detail: strong record keeping and storing away of sensitive customer information and documents
Agile: ability to multitask and manage highfoot traffic and volume
Passion & ambition: care for what you do with a long term goal of continuing to learn and grow your career within the sales team or across the enterp