Inovestor is a leading provider of information, insights, and solutions to optimize financial decision making. We are a fully integrated Fintech company that controls the value chain from issuers and exchanges to the investor. We are a dedicated and experienced team uniting our skills to generate value-added services for our clients.
Since pioneering the Canadian Fintech industry in 1999, more than 500 investment advisors, banks, insurance companies, media, and stock exchanges have been relying on Inovestor’s expertise. Our solutions cover a wide range of needs including analytics and insights, model portfolios, fundamentals, and market insights. Inovestor’s clients include registered investment advisors, family offices, wealth advisors, institutions, representing more than $200 billion in assets under management.
The Account Executive is responsible for developing and maintaining favorable relationships with new and existing clients to ensure that the organization is meeting their needs through its products and services. The Account Executive acts as the client advocate and works to resolve any issues or concerns to ensure customer satisfaction. Responsibilities include managing client accounts, reviewing and maintaining relationships with all accounts, and potentially selling new business to existing accounts. May be responsible for sustaining and renewing client contracts.

QUALIFICATION REQUIREMENTS

• Bachelor’s Degree (Finance, Financial Planning or Accounting degree preferred). CSC, or CFP designations a plus;
• 1-2 years of experience working in sales and/or finance role;
• Entrepreneurial-minded and thrives in a fast-paced and goal-driven environment;
• Strong customer service or client-centric focus;
• Effective planning, time management and organizational skills;
• Outstanding communication (both oral and written) and collaboration skills and able to work with a diverse internal group, and drive client needs forward;
• Ability to express oneself perfectly and professionally (both orally and in writing) in English and French. We need a bilingual individual who can communicate effectively with our English-speaking customers across Canada.
• Experience with CRM software;
• Focus, Passion, Driven and Proactivity.

• The role consists in developing and harvesting relationships with Investment Advisers for a specific region in Canada. The Account Executive is responsible for customer acquisition and maintain a good relationship with customers.
• Develops and maintains favorable relationships with new and existing clients in order to increase revenue;
• Ensures products and services consistently meet client needs;
• Needs to develop In-depth knowledge of Inovestor’s solution and have a good working knowledge of research and investing functions as it relates to a Registered Investment Advisory firm;
• Communicate recent and upcoming product enhancements to the client base;
• Schedule calls and plan client onsite visits to uncover client changes, pain points, up-sell opportunities and ensure full application utilization;
• Communicate and provide feedback to the development team on client requests or enhancements;
• Maintain/update CRM Database with all customer interaction i.e. phone calls, emails, cases, etc;
• Work and communicate in a professional manner with Inovestor clients and team members.