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: 

• Investment & Deposit Operations

• Lifecycle Management: Oversee the end-to-end operational processing for GICs (origination, renewals, and maturity) and HISA products.

• Registered Plan Administration: Own the operational compliance and administration of registered accounts (TFSA, RRSP, FHSA, etc.), including contribution tracking and withdrawals.

• Reconciliation & Accuracy: Ensure all investment sub-ledgers reconcile perfectly with the general ledger and verify interest accruals and postings daily.

• Tax Reporting: Manage the seasonal and ongoing operational requirements for CRA tax reporting and client tax slip production.

• Strategic Partnership & Leadership

• Product Implementation: Lead the operational readiness and execution for new investment product launches and promotional rate campaigns.

• Stakeholder Alignment: Collaborate closely with the Product team to translate investment roadmaps into scalable operational workflows.

• Team Leadership: Lead and develop a specialized team of Investment Operations Analysts, ensuring a high degree of technical proficiency and attention to detail.

• Risk, Compliance & Governance

• Regulatory Compliance: Ensure all investment operations adhere to CRA regulations, CDIC requirements, and OSFI guidelines.

• Audit Support: Serve as a subject matter expert for internal and external audits related to investment products and tax reporting.

• Process Control: Maintain and update 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…

• 5-7+ years of experience in Investment Operations, Wealth Management, and Retail Banking (Deposit focus).

• 5+ years of people management, including training, development,& staff performance

• Strong leadership and staff management skills

• Strong communication,  interpersonal, analytical  and problem solving skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• CPA or CFA designation (or progress towards) is considered a strong asset.

• Deep knowledge of Canadian registered plans (TFSA, RRSP, etc.) and CRA reporting requirements.

• Experience with GIC administration and interest calculation methodologies.

• Attention to Detail: Exceptional accuracy in managing financial data and complex regulatory filings.

• Technical Proficiency: Strong understanding of core banking systems and sub-ledger accounting.

• Problem Solving: Ability to navigate complex tax and registration issues for clients.

• Collaboration: Strong interpersonal skills to partner effectively with Product, Risk, and Sales teams.
  
  

Additional kudos if you…

• Are a Certified Fraud Examiner (CFE) or Certified Financial Crime Specialist (CFCS)
  
  

Compensation Information:

• Base salary range: $65,000 - $75,000

• 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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