Account Specialist

Hybrid Financial Ltd.; Toronto; On-site; CAD 54,000 - 66,000; Full time

Benefits offered by this job

Remote Fridays

Hybrid work after probation

Extended benefits through Canada Life

Paid time off

Office in Toronto Bay & Wellington

Job summary

Hybrid Financial Ltd. is seeking a proactive Inside Sales/Business Development Specialist to engage Investment Professionals across North America from our Toronto office.

You will qualify leads, conduct daily outreach, and collaborate with teammates to refine outreach strategies while growing your knowledge of equities, funds, and other financial products.

Qualifications

• University degree or college diploma in Commerce, Finance, or Business Administration.
• IFC course completion 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 address objections while maintaining positive dialogue.
• Resilience in facing objections and turning challenges into insights.
• Ability to adapt and adjust strategies accordingly.
• Experience using CRM tools to manage interactions and data.
• Strong understanding of markets or curiosity to learn.
• Solid understanding of financial concepts.
• Solid organization and time management skills.

Responsibilities

• Completing daily outbound phone calls to generate leads (~130/day).
• Updating daily call activities and records in Hybrid’s database.
• Developing an understanding of industries and financial products (Equities, Funds, ETFs, IPOs, Structured Products).
• Collaborating with the team to develop outreach strategies.
• Assisting with administrative tasks and senior team projects.

Skills

Communication

CRM tools

Financial concepts

Markets knowledge

Org skills

MS Office

French language

Objection handling

Adaptability

Industry knowledge

Education

Bachelor's degree in Commerce/Finance/Business Administration

IFC course (asset)

Job description

Job Types: Full-time, Permanent

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 Investment Funds in Canada (IFC) 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 effectively address objections while maintaining a positive dialogue
• Resilience in the face of objections, turning challenges into opportunities to gather further insight
• 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 $60,000
• 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 are committed to investing in your professional development through ongoing coaching, mentorship, and opportunities for career advancement. Previous completion of the Investment Funds in Canada (IFIC) Course or the Canadian Securities Course (CSC) is considered an asset and can support your progression toward a Senior Client Account Specialist position.
• Convenience: A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings
• Hybrid Opportunity: After a successful completion of your probationary period (3 months) you are able to work from home on Fridays!
• Company events
• Dental care
• Disability insurance
• Discounted or free food
• Extended health care
• Life insurance
• On-site parking
• Paid time off

Ability to commute/relocate:

• Toronto, ON M5K 1B7: reliably commute or plan to relocate before starting work (required)
• Relocation assistance is not available for this position.

How to Apply:

Please submit a .PDF file of your resume, not in .DOC

Hybrid Financial is an Equal Employment Opportunity/ Veterans/Disabled/LGBT and Affiantative Action employer. We are committed to diversity and building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate and all decisions we make are based on the basis of qualifications, merit, and business need. Our goal is to be one global diverse team that is representative of our customers, in an inclusive environment where we can continue to innovate and grow together.

Do you have a passion for financial services and capital markets? Do you have experience in customer service, retail, banking, or sales and a passion for building strong client relationships? If so, we’d love to hear from you!

This role is ideal for candidates with experience in positions such as: Customer Service Representative, Retail Sales Associate, Bank Teller, Financial Services Representative, Personal Banking Associate, Client Service Representative, Sales / Account Representative

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.