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Questrade Financial Group

Low-cost online investing and ETF portfolios

Manager, Broker Channel Marketing

Marketing Generalist & ManagementPosted on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Have a Bachelor's degree in Marketing, Business Administration, Communications, or a related field, or equivalent practical experience.
  • Have 5+ years of progressive experience in B2B channel marketing, field marketing, or partner program marketing, with a track record of driving measurable business outcomes.
  • Have direct experience owning substantial program budgets and managing external agency partners, event production vendors, and design contractors to strict deliverables.
  • Have demonstrated experience architecting and running multiple time-boxed campaigns, volume incentives, contests, or commercial promotions at the same time.
  • Be comfortable navigating the compliance, legal, and risk review process to establish rigorous promotion, contest, and incentive terms.
  • Bridge Sales leadership and field Business Development Managers (BDMs), establishing alignment, clear lead service-level agreements, and shared revenue targets.
  • Leverage automation, structured workflows, and data-driven insights rather than relying on one-off manual efforts.

Responsibilities

  • Own the master strategy, budget, and execution calendar for national and regional flagship industry conferences, partner symposiums, and regional roadshows.
  • Drive vendor negotiations, on-site execution, return on spend, and a strict 48-to-72-hour lead handoff service-level agreement to regional Business Development Managers.
  • Run the time-boxed campaign and promotional offers calendar, including volume bonuses, point/basis-point concessions, cash incentives, contests, and regional growth initiatives.
  • Define campaign and offer eligibility, rules, performance thresholds, and operational mechanics in partnership with Sales, Finance, Legal, and Compliance.
  • Lead structured pilot programs with select brokerages and agent pods by defining testing parameters, managing milestone schedules, tracking conversion funnels, and delivering actionable readouts with the Lifecycle Manager and Sales leadership before wider rollout.
  • Design tailored localized activation programs in English and French, partnering with bilingual Business Development Managers to develop culturally resonant messaging, events, and broker collateral across English Canada and Quebec.
  • Maintain a unified master program calendar aligning industry events, broker incentive offers, and automated email journeys for coordinated go-to-market timing.
  • Manage the overall program budget, track return on spend, control spending variance, and evaluate incremental funded volume driven by each event and campaign.
  • Brief, direct, and hold accountable external event agencies, contract coordinators, and design partners supporting physical booth builds, event logistics, and promotional asset kits.
  • Architect broker onboarding, activation, and recognition initiatives, including top-producer clubs and dormant-broker reactivation cadences, to drive sustained submission volume.
  • Collaborate with national brokerage networks and aggregators on joint marketing initiatives and deliver broker toolkits, co-branded borrower-facing collateral, and promotional guides.

Desired Qualifications

  • Have direct channel marketing or partner-enablement experience in Canadian mortgage lending, wholesale banking, or financial services.
  • Have working familiarity with Canadian mortgage origination platforms such as Filogix Expert, Finastra Velocity, or BOSS, and broker deal-submission workflows.
  • Have experience launching marketing initiatives in the Quebec market and/or working in a bilingual English/French professional environment.
  • Have designed and run structured sales pilots, partner test-and-learn programs, or proof-of-concept campaigns alongside sales teams.
  • Have hands-on experience tracking B2B campaign return on investment, lead routing, and partner attribution in Salesforce CRM, and hands-on experience with Braze and Seismic for campaign execution and sales enablement.

About the Company

Questrade Financial Group

Low-cost online investing and ETF portfolios

Questrade is a Canadian online financial services provider that offers low-cost investing options for individual investors. It provides self-directed trading, diversified ETF portfolios, and actively managed accounts, all through an online platform. Investors can open accounts, build or choose portfolios, and trade securities with transparent pricing and no hidden fees. The platform generates revenue from management fees on managed portfolios, trading commissions, and related financial services. Questrade differentiates itself by focusing on low costs, clear pricing, and educational resources to help clients grow their savings. Its goal is to empower people to take control of their financial future using secure, easy-to-use tools and access to professional-quality investment options.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1999

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