Relationship Manager, Online FX & CFDs
Oakville, Ontario, B8B, Canada
Listed on 2026-10-06
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Finance & Banking
Financial Sales
5700 Yonge St, North York, ON M2M 4K2, Canada
Job DescriptionPosted Thursday, August 27, 2026 at 4:00 AM
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.
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 Relationship Manager, Online FX & CFDs. Could It Be You?The Relationship Manager is a pivotal member of the Online FX & CFDs Team. The primary responsibility of the Relationship Manager will be to foster deep relationships with your book of clients in order to understand and address the unique challenges they face with investing in FX and CFDs. In doing so, the Relationship Manager will set the standard for a great customer experience within the investment industry.
In this role, responsibilities include but are not limited to:
- Interact with clients via inbound call, chat and email interaction
- Conduct outbound calling campaigns that target your specific book of clients, to increase total client assets and trading within your book of accounts
- Actively monitor your clients for low engagement and proactively re-engage clients directly to deepen the relationship and successful retention.
- Continuously, provide a high-level customer service experience by adding value to each interaction.
- Engage your clients and colleagues with honesty, transparency, integrity, and professionalism in every interaction.
- Work independently, and proactively to surpass stretch targets.
- Strong ability to process, understand and apply a high volume of key economic, financial, and real-time market information with the capability to simplify and articulate the information that is relevant to the needs of your clients.
- Pursue with drive and focus your Canadian Securities Courses and registration.
- Take pride in your career and in making a positive impact for your clients and colleagues.
- Build your brand as a trusted, knowledgeable, registrant that is a client advocate within the financial industry.
- Become an expert in trading, and securities regulations
- Keep current on Questrade’s policies and procedures
- Participate in regular department meetings and workshops
- Participate in the planning of Team initiatives
- Back up other team functions as business requires
- Have relevant sales experience or training
- Hold a post-secondary degree/diploma in business or finance
- Possess basic knowledge of forex, futures, CFDs, and other derivatives
- Maintain good working knowledge and experience in…
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