Head of Sales and Distribution (Questbank) Join Questrade Financial Group (QFG), a fintech company providing securities, foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, and more. QFG leverages cuttingedge technology to offer customers innovative and affordable ways to manage their money. QFG is a modern, futurefocused organization. We are committed to fostering a diverse, inclusive, and accessible work environment. Our culture prioritises innovation, collaboration and customercentric solutions. Benefits Health & wellbeing resources and programs Paid vacation, personal and sick days for worklife balance Competitive compensation and benefits packages Hybrid work 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 Responsibilities Sales Strategy & Business Growth Develop and execute a comprehensive sales and distribution strategy for mortgages and deposits to achieve profitable growth targets. Spearhead activity to significantly increase penetration in the singlefamily and multifamily mortgage markets, including developing relationships with key intermediaries and builders. Lead the strategic assessment and execution plan for expanding the bank''s sales and distribution footprint into new geographic markets. Formulate strategies to maximise deposit product acquisition, utilizing GICs and other term deposit offerings to optimise the bank''s funding position. Monitor market trends, competitive landscapes and regulatory changes to proactively adjust sales strategies and product positioning. Oversee and optimise the customer / broker onboarding journey for all new mortgage and deposit clients, ensuring a fast, compliant, and positive initial experience that drives longterm loyalty. Distribution Channel Management Drive the strategic planning, performance management, and optimisation of 3rd party distribution channels, emphasising the use of data analytics. Ensure distribution is equipped with the necessary tools, training and technology to effectively sell and service the defined product suite. Lead the sales transformation agenda, focused on customer acquisition and partner servicing across mortgage and deposit products. Product & Performance Management Collaborate closely with Product, Operations and Marketing teams on product design and promotional strategies for all mortgage and brokered deposit products. Establish and track key performance indicators (KPIs) for sales performance, channel effectiveness, customer acquisition cost and profitability across all product lines. Provide regular, insightful performance reports and strategic recommendations to the Executive Management team and the Board. Leadership & People Development Lead, mentor, and coach a highperforming sales and distribution team, fostering a culture of accountability, performance excellence and customercentricity. Develop talent management and succession planning programmes for key roles within the sales organisation. Set clear sales goals, implement incentive programmes and conduct regular performance reviews to ensure consistent target achievement. Risk, Governance & Regulatory Expertise Serve as the primary authority on regulatory compliance within the sales organisation. Ensure all sales and distribution activities comply with internal policies, legal regulations and external regulatory requirements pertaining to: Mortgage Lending (e.g., consumer protection laws, stress testing, disclosure requirements) Deposittaking and Consumer Privacy (e.g., AML/KYC, CDIC/FDIC rules, data governance) Oversee the implementation of robust controls and due diligence processes, particularly for alternate singlefamily and multifamily mortgage origination, to mitigate credit and operational risk. Qualifications Hold a Bachelors degree in Business Administration, Finance or a related field. MBA or advanced professional certifications are strongly preferred. Have a minimum of 1015 years of progressive experience in the financial services industry, with at least 5 years in a senior leadership role overseeing sales, distribution and relationship management. Have proven, indepth knowledge of mortgage lending (both residential and multifamily) and deposit/liability products (GICs). Have a deep understanding of the regulatory environment governing lending and deposit products in the relevant jurisdiction. Have demonstrated success in building, leading and motivating large, multichannel sales organisations. Have exceptional strategic planning, financial acumen, negotiation and communication skills. Must be proficient in utilising CRM and sales analytics tools. We believe you will thrive in QFG''s collaborative, diverse environment that harnesses AI to enable and inspire. If you want to enter an exciting role that offers challenge and impact, we encourage you to apply. Applicants requiring accommodation during the recruitment and selection process should let us know; we will meet their needs. We are an equal opportunity employer committed to diversity and inclusion. #J-18808-Ljbffr
Job Title
Head of Sales and Distribution (Questbank)