Client Account 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

Are you interested in developing your career in finance?

Hybrid offers a unique opportunity to gain hands‑on exposure to the investment management industry while working with leading financial firms and a diverse range of investment strategies.

Based in downtown Toronto, Hybrid Financial is a fast‑growing financial services firm that helps asset managers expand their reach and build stronger relationships with financial advisors across North America.

About Hybrid Financial:

• Established in 2010


• 90+ clients, including some of the most respected financial firms in the industry:


• Canadian and U.S. Banks


• Global asset managers with $100B+ in assets


• High‑growth and innovative ETF, Mutual Fund, and Alternative providers

As an Account Specialist, you’ll work alongside our industry‑leading client base to connect them with Investment Professionals across North America. You’ll gain firsthand exposure to the asset management industry, develop valuable sales and communication skills, and learn how leading investment firms grow their businesses.

Hybrid offers a fast‑paced, team‑oriented environment for ambitious individuals looking to build a strong foundation for a career in finance.

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


• 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.


• 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. Hybrid will happily cover the cost of our employee’s Investment Funds in Canada (IFIC) Course or the Canadian Securities Course (CSC).


• Convenience: A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings


• Work from Home 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.

AI-Assisted Recruitment: Hybrid Financial uses artificial intelligence (AI) tools as part of its recruitment process, including to assist with resume screening. AI-assisted screening may be used to help identify candidates whose qualifications and experience align with the requirements of the position. Final hiring decisions are made by the Hybrid Financial recruitment team based on the candidate’s qualifications, experience, and other relevant considerations.

Hybrid Financial is an Equal Employment Opportunity/ Veterans/Disabled/LGBT and Affrightive 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 made 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.