Questrade is on a mission to help Canadians to become much more financially successful and secure.
For nearly 30 years, Questrade Financial Group has been delivering on that mission through investing, banking, mortgages, and real estate. Together, we tilt finance in favour of ambitious Canadians, creating new ways for them to seize the financial future they deserve.
We're looking for people who are ready to enter their career inflection point. Mission-driven, exceptional folks that never settle. The work here is hard because the responsibility is real. If that's the standard you've been looking for, keep reading.
The return on your career investment
- Compensation and incentives built to reward the value you bring.
- RRSP matching of up to 6%.
- Health and wellness resources and programs, including $5,000 in mental health practitioner coverage.
- $5,000 in tuition subsidies for job-related courses, every year.
- 100% parental top-up, up to 26 weeks for birthing parents and 18 weeks for non-birthing parents.
- A hybrid environment, with at least three days in the office built for working together.
- Paid vacation, personal, and sick days.
- A community care day to give back to the causes you care about.
This job posting is for an existing vacancy.
We’re looking for our next Manager Lifecycle & Marketing Automation
The Manager, Lifecycle & Marketing Automation is the technical architect and journey strategist behind Questbank’s broker lifecycle engine. In this role, you will own every automated digital touchpoint across our mortgage broker ecosystem - from initial portal onboarding and usage-triggered nurture streams to real-time rate alerts and dormant-broker re-engagement.
Sitting at the intersection of Marketing, Sales (BDMs), Product, and Operations, you will spearhead our transition from Pardot to Braze, establish predictive broker-scoring models, and pioneer AI-driven automation pilots. By pairing data literacy with campaign execution, you will optimize funnel velocity, accelerate time-to-first-deal, and turn our broker database into a predictable engine of funded mortgage volume.
The mandate
In This Role, You Will
- End-to-End Braze Journey Architecture: Designing, building, and optimizing complex, multi-branch Braze Canvases and campaigns across the entire broker lifecycle: digital onboarding, submission-triggered nurture, rate-change alerts, "We Miss You" reactivation streams, regional volume bonuses, and localized Quebec journeys.
- MarTech Migration & System Integration: Acting as the technical and operational lead for our platform migration from Pardot to Braze in collaboration with external implementation partners; mapping CRM schema, custom events, user attributes, and behavioral triggers between Braze and Salesforce CRM.
- AI & Journey Automation Incubation: Scoping, testing, and scaling pilot programs using AI-driven automation and predictive logic to personalize outreach and dynamically trigger next-best-action broker communications.
- Broker Scoring & BDM Signal Routing: Partnering with Product, Analytics, and Operations to define behavioral account-scoring models (e.g., portal logins, pricing scenario calculations, stalled submissions) and automating signal alerts to regional Business Development Managers (BDMs) within 72 hours.
- Event Lead Acceleration & Routing: Building automated intake and enrichment workflows for leads captured at national and regional industry conferences, enforcing an automated routing SLA to field BDMs within 48 to 72 hours.
- Funnel Analytics, Testing & Reporting: Establishing and publishing the weekly lifecycle funnel scoreboard; conducting continuous A/B and multivariate tests (messaging, cadence, segmentation) to validate incremental volume lift against control groups; and tracking cost/efficiency metrics for pilot initiatives.
- Data Governance & CASL / Regulatory Compliance: Serving as the gatekeeper of database hygiene, consent capture, and communication preferences in strict compliance with Canada’s Anti-Spam Legislation (CASL) and Quebec language regulations (Bill 96), maintaining flawless dual English/French customer records and content versions.
You’re ready for this mandate if you have the following qualifications
- Have a Bachelor’s degree in Marketing, Computer Science, Information Systems, Business Analytics, or a related field, or equivalent practical experience
- Have 5 to 7 years of progressive experience in marketing automation, lifecycle marketing, or CRM operations within B2B or B2B2C environments
- Possess hands-on, expert-level proficiency designing multi-step customer journeys in Braze (Canvas, Liquid scripting, connected content) or comparable enterprise platforms (e.g., SFMC, Marketo, HubSpot)
- Demonstrate strong Salesforce CRM data literacy, including object relationships, lead/contact workflows, campaign attribution, and dashboard creation
- Have practical SQL querying skills and a strong aptitude for relational databases, audience segmentation, and funnel analytics
- Possess deep working knowledge of CASL (Canada’s Anti-Spam Legislation) compliance frameworks and consent management
- Have a data-first mindset, with proven ability to set up rigorous holdout groups, calculate conversion lift, and translate technical data into commercial executive reports
Nice to have
- Have direct lifecycle or marketing automation experience within Canadian mortgage lending, wholesale banking, fintech, or intermediary/broker-led distribution channels
- Have led or played a pivotal hands-on role in an enterprise marketing automation migration (e.g., Pardot/Account Engagement to Braze or Salesforce Marketing Cloud)
- Have working professional proficiency in French, supporting localized lifecycle journeys for the Quebec market
- Have hands-on experience integrating generative AI or predictive routing tools into CRM and automated customer journeys
Compensation Information
- Base salary range: $110,000 - $130,000
- 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.
Enter your career inflection point. Apply now.
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.
Base salary range
$110,000 - $130,000 USD
Technology and AI
We mix human ingenuity with advanced technology. For ambitious builders like you, we provide the latest technology to enable your creativity. You'll have everything you need to build the best outcomes and products for our clients.
Diversity and Inclusion
At Questrade Financial Group of Companies, we’re committed to fostering a diverse, inclusive, and accessible work environment where individuals are treated with dignity and respect. Our global team reflects the diversity of the communities we serve and operate in.
Accessibility statement
Candidates selected for an interview are contacted directly. If you require accommodation during the recruitment or selection process, please let us know. We will work with you to meet your needs.
AI in hiring
Questrade Financial Group of companies Applicant Tracking System uses artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
