Account Specialist

Hybrid Financial Ltd.; Toronto; On-site; CAD 50,000 - 60,000; Full time

Job summary

An established industry player in financial services is seeking passionate individuals for a dynamic sales role. This exciting position involves engaging with Investment Professionals across North America, generating leads, and building lasting relationships. You'll thrive in a vibrant, collaborative environment, enjoying a competitive salary and comprehensive benefits. With opportunities for professional growth and development, including support for completing the Canadian Securities Course, this role is perfect for those eager to advance their careers in finance. Join a team that values innovation and teamwork while enjoying perks like remote Fridays and a supportive office culture.

Benefits

Comprehensive Benefits Package

Remote Fridays

Two Weeks Vacation

Regular Outings and Events

Employee Assistance Program

Convenient Office Location

Snacks and Beverages

Professional Development Opportunities

Qualifications

• University degree or college diploma in a relevant field is required.
• Completion of the Canadian Securities Course (CSC) is an asset.
• Previous business development or sales experience is an asset.

Responsibilities

• Completing daily outbound phone calls to generate leads (~130/day).
• Updating daily call activities and maintaining accurate records.
• Collaborating with your team to develop innovative outreach strategies.

Skills

Verbal Communication

Written Communication

Sales Experience

CRM Tools

Time Management

Financial Concepts

Adaptability

Resilience

Education

University Degree in Commerce

Completion of Canadian Securities Course

Tools

Microsoft Office Suite

Job description

Sales Full Time Toronto, ON $50,000 CAD per year

Do you have a passion for financial services and capital markets?

In this role, you will contact Investment Professionals across North America on behalf of our clients. Our clients include banks, asset managers, and public companies across various sectors and industries. Working at Hybrid provides an unparalleled learning experience in a fast-paced, team-oriented environment. This role provides a great opportunity for individuals to continue to grow their career in finance.

Key Responsibilities:

• Completing daily outbound phone calls to generate leads and build relationships from a defined target segment of Investment Professionals (~130/day)
• Updating daily call activities and maintaining accurate records in Hybrid’s proprietary database
• Developing and maintaining an understanding of various industries and financial products (Equities, Mutual Funds, ETFs, IPOs, Structured Products)
• Collaborating with your team to develop innovative outreach strategies for your clients
• Assisting with administrative tasks and special projects as needed by senior team members

Desired Experience:

• University degree or college diploma in a relevant field is required (Commerce, Finance, or Business Administration)
• Completion of the Canadian Securities Course (CSC) is an asset
• Previous business development or sales experience is an asset
• Proficiency with Microsoft Office suite of products
• Excellent verbal and written communication skills
• French native/bilingual an asset.
• Ability to articulate compelling responses that effectively address objections while maintaining a positive dialogue
• Showcase resilience in the face of objections, turning challenges into opportunities to gather further insight from interactions
• Ability to adapt and adjust strategies accordingly
• Experience using CRM tools to manage interactions and data
• Strong understanding of the markets, or strong curiosity to learn
• Solid understanding of financial concepts
• Solid organization and time management skills

Why Work at Hybrid?

• Compensation: A base salary of $50,000, with the potential to earn ~$55,000 - $60,000 including bonuses from a semi-annual bonus program.
• Culture: Enjoy a vibrant and collaborative office atmosphere, complete with regular outings and events.
• Benefits: Access a comprehensive benefits package through Canada Life following probation, covering Health, Dental, Vision, Life, AD&D, and an Employee Assistance Program. Plus, enjoy remote Fridays!
• Time Off: Start with two weeks of pro-rated vacation, increasing to three weeks after your first year, along with up to 10 paid sick days annually.
• Growth: We invest in your development! Complete your Canadian Securities Course within 6 months from your start date, expensed by Hybrid, and explore other development opportunities tailored to your role and goals.
• Convenience: A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings.