Account Specialist

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

Job summary

Hybrid Financial Ltd. is seeking an Associate for their Sales team in Toronto, focusing on generating leads in financial services. This role offers a dynamic learning opportunity within a supportive environment, along with a comprehensive benefits package and a base salary starting at $50,000, boosting professional growth in finance.

Benefits

Comprehensive benefits package

Remote Fridays

Annual paid vacation days

Team outings and events

Qualifications

• Degree in Finance, Commerce, or Business required.
• Proven business development or sales experience an asset.
• Fluency in French is a plus.

Responsibilities

• Conduct daily outbound calls to generate leads (approx. 130/day).
• Maintain accurate records in Hybrid's database.
• Collaborate with team on outreach strategies.

Skills

Communication

Resilience

Time Management

Collaboration

Education

University degree or college diploma in Commerce, Finance, or Business Administration

Completion of the Canadian Securities Course (CSC)

Tools

Microsoft Office

CRM tools

Job description

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

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