Manager, National Sales Support & Events

Overview

Join to apply for the Manager, National Sales Support & Events role at Questrade Financial Group (QFG). The Manager will directly support the Head of Distribution/Business Development in all Business Development activities, collaborate to provide consistent and timely reporting to our national partner network, oversee the events hosted and participated by Community Trust, manage a national events calendar, and oversee the Broker onboarding specialist team to ensure a seamless and efficient broker onboarding process.

Questrade Financial Group (QFG), through its companies, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. QFG uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. This is a collaborative and inclusive environment with a hybrid working arrangement.

Responsibilities

• Plan and execute regular events nationally, including speaking engagements, conferences, trade shows, partner appreciation events and thought leadership sessions.
• Execute event logistics, including coordination with vendors, facilities, rentals, and internal stakeholders.
• Assist with administrative aspects of events, including new requests for support, event calendar management, promotional item inventory, critical paths, and invoicing.
• Collaborate with various internal business units and conduct independent research to identify new opportunities for participation in industry events.
• Work with the internal marketing team to develop pre and post event engagement campaigns.
• Provide on-site event support (set-up, tear-down, on-site social media coverage, additional tasks as required).
• Conduct internal event post-mortems to gather feedback and provide insight into successes and learning opportunities.
• Respond promptly to both internal and external requests from clients and partners.
• Provide general marketing support to Marketing & Brand Management team.
• Manage the Broker onboarding team.
• Identify continuous improvement opportunities.
• Oversee the National Sales team while supporting the Head of Distribution in calendar, activity, expense and travel management.
• Partner with Marketing team.
• Complete Sales Reporting and Volume Bonus Reporting.
• Partner with Business Development Managers and Internal Business Development Associates as required.
• Follow AML procedures on all files with an emphasis on Know Your Client (KYC) rules.
• Proactively identify actual and potential AML regulatory requirements violations and ensure corrective actions or risk mitigations are implemented in a timely manner or escalated as needed.
• Adhere to compliance and operational risk controls in accordance with the company’s policies and procedures.
• Presentations (Sales meetings, broker feedbacks, etc.).
• Assist in the preparation and review of sales collateral and materials.

What we are looking for

• Have experience in leadership or in a management position
• Have experience in supporting and guiding in a Sales environment
• Have 1-2 years of experience in event creation, coordination and execution
• Have a diploma or degree in event management or project management
• Have the ability to travel to events nationally
• Have a valid driver’s license and regular access to a vehicle
• Have proficiency in Google Workspace
• Have a proven high level of organizational and time management skills
• Have the confidence and professionalism while representing Community Trust to event attendees
• Have exceptional customer service and interpersonal skills in an event setting

Additional Information

• Please note this role will be required to be in office 3 days a week

Application and equal opportunity

We are committed to fostering a diverse, inclusive and accessible work environment. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development

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