Asset Management Outreach Specialist

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

Benefits offered by this job

Remote Fridays

Office culture

Health insurance

Vacation entitlement

Career development

IFIC/CSC course support

On-site parking

Disability insurance

Life insurance

Dental care

Extended health care

Team events

Discounted food

Job summary

Hybrid Financial is seeking an Account Specialist in Toronto to connect investment professionals across North America with our client base. You will gain hands-on exposure to the asset management industry, developing sales and communication skills in a fast-paced, team-oriented environment.

The role focuses on outbound prospecting, relationship building, and developing knowledge of financial products, with an emphasis on collaboration and professional growth.

Qualifications

• University degree or college diploma in Commerce, Finance, or Business Administration.
• Completion of IFC is an asset.
• Previous business development or sales experience is an asset.
• Excellent verbal and written communication skills.
• French bilingual an asset.

Responsibilities

• Completing daily outbound calls to generate leads from target Investment Professionals (~130/day).
• Updating call activities and CRM records daily.
• Developing an understanding of industries and financial products (Equities, Mutual Funds, ETFs, IPOs, Structured Products).
• Collaborating with the team to develop outreach strategies for clients.
• Assisting with administrative tasks and special projects as needed by senior team members.

Skills

Lead generation

CRM systems

Microsoft Office

Communication skills

Sales experience

Education

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

Tools

CRM tools

Microsoft Office Suite

Job description

Hybrid Financial is seeking an Account Specialist in Toronto to connect investment professionals across North America with our client base. You will gain hands-on exposure to the asset management industry, developing sales and communication skills in a fast-paced, team-oriented environment.

The role focuses on outbound prospecting, relationship building, and developing knowledge of financial products, with an emphasis on collaboration and professional growth.