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 Senior Manager, Investment Operations. Could It Be You?
The Senior Manager, Investment Operations is a critical leadership role within the Questbank Operations team, reporting to the Director. You are responsible for the operational backbone of Questbank’s deposit-gathering and investment products, including GICs, and High-Interest Savings Accounts (HISA). and Tax-Advantaged accounts (TFSA, RRSP, FHSA). Your mission is to ensure that every investment is booked accurately, interest is calculated with complete accuracy, , and all tax reporting is completely compliant with Canada Revenue Agency tax requirements. This position will be expected to automate processes and find efficiencies through AI utilizations .
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Overseeing the end-to-end operational processing for GICs (origination, renewals, and maturity) and HISA products.
- Owning the operational compliance and administration of registered accounts (TFSA, RRSP, FHSA, etc.), including contribution tracking and withdrawals.
- Ensuring all investment sub-ledgers reconcile perfectly with the general ledger and verify interest accruals and postings daily.
- Managing the seasonal and ongoing operational requirements for CRA tax reporting and client tax slip production.
- Leading the operational readiness and execution for new investment product launches and promotional rate campaigns.
- Collaborating closely with the Product team to translate investment roadmaps into scalable operational workflows.
- Leading and developing a specialized team of Investment Operations Analysts, ensuring a high degree of technical proficiency and attention to detail.
- Ensuring all investment operations adhere to CRA regulations, CDIC requirements, and OSFI guidelines.
- Serving as a subject matter expert for internal and external audits related to investment products and tax reporting.
- Maintaining and updating operational procedures to reflect changes in risk, compliance, governance, regulatory expectations or general procedural changes.
So are YOU our next Senior Manager, Investment Operations? You are if you…
- Have 5-7+ years of experience in Investment Operations, Wealth Management, and Retail Banking (Deposit focus).
- Have 5+ years of people management, including training, development,& staff performance
- Have a Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Have a CPA or CFA designation (or progress towards) is considered a strong asset.
- Have a deep knowledge of Canadian registered plans (TFSA, RRSP, etc.) and CRA reporting requirements.
- Have experience with GIC administration and interest calculation methodologies.
- Possess exceptional accuracy in managing financial data and complex regulatory filings.
- Have a strong understanding of core banking systems and sub-ledger accounting.
- Have a strong ability to navigate complex tax and registration issues for clients.
- Have strong interpersonal skills to partner effectively with Product, Risk, and Sales teams.
- Have strong leadership and staff management skills
- Have strong communication, interpersonal, analytical and problem solving skills
Compensation Information:
- Base salary range: $140,000 - $160,000
- The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.
Sounds like you? Click below to apply!
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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
