Business Development Manager - GTA West; Questbank

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at 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.

This role will be responsible for successfully contributing to the overall portfolio growth and maximizing profitability in an entrepreneurial environment focused on service and operational excellence in GTA West. This role is results-driven, competitive, and exemplifies the spirit of a team player.

• Develop and execute effective business development strategies and successfully contribute to the department’s business plan.
• Develop sales strategies to increase market share, analyze opportunities and create plans to maintain continuity, and achieve growth and sales objectives.
• Partner with Residential Lending Operations team to support and service partners within assigned territories.
• Generate a target list of potential broker and partner relationships, developing customized strategies to successfully translate the leads into net new business.
• Develop and foster broker and partner relationships while always maintaining the highest level of professionalism and service standards.
• Balance strong problem solving and decision-making abilities while meeting performance targets and maintaining effective internal and external relationships.
• Maintain a strong sales funnel with focus on activity to ensure continuous sales and growth goals are met.
• Track, analyze and report key pipeline, opportunity, forecast and sales productivity metrics.
• Prepare a variety of reports (including visit summaries, closings, competition offerings and goals vs results).
• Actively participate in business development events, trade shows and presentations as required.
• Identify and research new product and service opportunities that complement existing and align with the
  • company’s strategic objectives.
• Together with the Marketing and Brand Management team, participate in the update of existing and creation of new broker communications including collateral materials, email content and innovative promotions.
• Maintain up-to-date knowledge of the competition, industry trends and market conditions.
• Ensure accurate record keeping – both electronic and paper based and ensure that all records are stored and retained to meet Company standards.
• Identify continuous improvement opportunities.
• Follow AML procedures on all files with an emphasis on “Know Your Client” rules.
• Pro-actively identify…