Romit Malhotra in

Romit Malhotra

Organizer · DISC type Sd
Chief Strategy Officer at Questrade Financial Group
📍 Toronto, Ontario, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Chief Strategy Officer
Job Level
Leadership
Location
Toronto, Ontario, Canada
Personality Overview

How Romit shows up

Pleasant
Somewhat Formal
Trusting Of Others

They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics Romit cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2019
Chief Strategy Officer
Questrade Financial Group
7-2021 - 7-2023
Member Board Of Directors
Canadian Lenders Association
4-2018 - 3-2020
Board Of Directors
Canadian Lenders Association | L’Association des Prêteur Canadiens
7-2018 - 6-2019
Senior Managing Director | Partner | Regional Market Leader - Central Canada (Corporate Finance)
Deloitte Canada
10-2017 - 6-2018
Senior Managing Director | Partner | Toronto Market Leader - Corporate Finance
Deloitte Canada
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2006
MBA
University of Toronto - Rotman School of Management
1997 - 2001
B.E.
Bangalore University
Education details unavailable
Vipassana
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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