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Questrade Financial Group

Manager, Lifecycle & Marketing Automation

Toronto, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 13, 2026
Work location: A hybrid environment, with at least three days in the office built for working together
Experience: Have 5 to 7 years of progressive experience in marketing automation, lifecycle marketing, or CRM operations within B2B or B2B2C environments
Posting language: English
Posted: Nov 13, 2026

Original job description

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.

Apply on LinkedIn About employer

More about this job

Responsibilities

Own and optimize automated broker lifecycle communications in Braze, including onboarding, nurture, alerts, re-engagement, lead routing, and the migration from Pardot with Salesforce integration. Develop broker scoring and AI automation pilots, measure funnel performance through testing and reporting, and maintain compliant, accurate consent and communication records.

Requirements

Candidates need a bachelor’s degree or equivalent practical experience and 5–7 years of progressive experience in marketing automation, lifecycle marketing, or CRM operations. They should bring expert-level journey-building experience with Braze or a comparable platform, Salesforce and SQL proficiency, CASL knowledge, and the ability to measure conversion lift and communicate results; French, financial-services experience, migration leadership, and AI integration are assets.

Skills

Braze Journey Architecture
Marketing Automation
Lifecycle Marketing
Salesforce CRM
SQL
Customer Journey Design
Marketing Technology Migration
Audience Segmentation
Funnel Analytics
A/B Testing
Predictive Scoring
AI-Driven Automation
Data Governance
CASL Compliance
Consent Management
Campaign Attribution

Benefits

RRSP Matching Up To 6%
Health And Wellness Resources
Mental Health Practitioner Coverage Up To $5,000
Annual Tuition Subsidy Up To $5,000
Parental Leave Top-Up
Paid Vacation
Personal Days
Sick Days
Community Care Day
Competitive Incentive Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Braze
Braze Canvas
Liquid Scripting
Connected Content
Pardot
Salesforce CRM
SQL
Marketing Automation
Lifecycle Marketing
CRM Operations
Customer Journey
MarTech Migration
CRM Schema
Behavioral Triggers
Predictive Scoring
Artificial Intelligence
Next-Best-Action
Audience Segmentation
Funnel Analytics
A/B Testing
Multivariate Testing
Holdout Groups
Conversion Lift
Campaign Attribution
CASL
Bill 96
Consent Management
Mortgage Lending
Broker Distribution
Lead Routing

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Work requirements

Jobs in Canada