Account Specialist at Hybrid Financial
Toronto, ON M5J 2W4, Canada -
Full Time


Start Date

Immediate

Expiry Date

15 Nov, 25

Salary

50000.0

Posted On

16 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Canadian Securities Course, Completion

Industry

Financial Services

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

How To Apply:

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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 member
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