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Company | Questrade Financial Group |
Address | North York, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-09-04 |
Posted at | 9 months ago |
Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.
- Paid vacation, personal, and sick days for work-life balance
- Career growth and development opportunities
- Hybrid and flexible work arrangements
- Work with diverse team members in an inclusive and collaborative environment
- Competitive compensation and benefits packages
- Health & wellbeing resources and programs
- Opportunities to contribute to community causes
- Explain required insurance products so that clients can make informed choices
- Conduct outbound calling campaigns as directed
- Strong relationship building and networking skills; building connections, generating opportunities and delivering bottom line results
- Attend monthly results meeting and present results in all targeted areas to the Leadership team
- Pre-call planning, ability to present Questrade products & services, and overcoming objections
- Communicate with real estate agents, mortgage lenders, solicitors and insurance providers as required
- Ensure all regulatory documentation is received and completed within the required timescale
- Fact-find effectively to establish the client’s current finances and future aspirations
- Back up other team functions as necessary
- Strong Client engagement skills; focusing on client experience and connecting on a personal level is key to building a meaningful relationship
- Ability to create a sales plan that will convert leads into Questrade mortgage clients and achieve monthly mortgage sales targets
- Collaborate with Mortgage Advisory team to maximize closing opportunities
- Maintain a strong sales funnel with focus on activity to ensure continuous sales and growth goals are met
- Keep current on Questrade’s policies and procedures
- Guide clients along the fulfillment process by promptly communicating required documents and updates, setting expectations on next steps and being proactive at seeking alternate solutions
- Provide high quality professional mortgage advice and explain different types of mortgage options available
- Collaborate with the underwriting teams to ensure cross program opportunities are realized and service delivery is seamless.
- Manage, analyze, compile and organize application information for mortgage loans in accordance with policy and procedures to create a complete package for credit review
- Maintain generic knowledge of the financial services industry, competition, trends and market conditions
- Embrace company values and promote them effectively alongside the Questrade brand
- Ensure all activities are conducted in compliance with governing regulations, internal policies and procedures
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