Senior Account Specialist

Senior Account Specialist (Inside Sales) – 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 Financial 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:

• Developing and maintaining an understanding of various industries and financial products (Equities, Mutual Funds, ETFs, IPOs, Structured Products)
• Completing daily outbound phone calls to generate leads and build relationships from a defined target segment of Investment Professionals
• Updating daily call activities and maintaining accurate records in Hybrid’s proprietary database
• Collaborating with your team to develop innovative outreach strategies for your clients
• Supporting and managing client mandates by delivering high quality calls.
• Ability to effectively present results to clients on various mandates.
• Assisting with administrative tasks and special projects as needed by senior team members

Skills & Qualifications

• Strong analytical skills with an interest in sales strategy and business growth.
• Confident communicator who can build rapport with both customers and colleagues.
• Competitive, results-driven mindset with the ambition to grow into a top-performing sales role.
• Comfortable making decisions in fast-paced environments
• 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
• Ability to adapt and adjust strategies accordingly
• Strong understanding of the markets, or strong curiosity to learn
• Solid understanding of financial concepts
• Solid organization and time management skills

Desired Experience:

• 2-3 years of relevant work experience in Sales, Business Development etc.
• University degree or college diploma in a relevant field is required (Commerce, Finance, or Business Administration)
• Completion of the Canadian Securities Course (CSC) is mandatory
• Proficiency with Microsoft Office suite of products and CRM tools

Why Work at Hybrid?

• Compensation: A base salary of $65,000, with the potential to earn ~$75,000 - $80,000 including bonuses from a semi-annual bonus program.
• Signing Bonus: Eligible to receive a $5,000 deferred signing bonus after completion of a 3-month probationary period.
• 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: Three weeks’ vacation, along with up to 10 paid sick days annually.
• Growth: We invest in your development! Explore development opportunities tailored to your role and goals,expensed by Hybrid.
• Convenience: A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings.

Job Types: Full-time, Permanent

Benefits:

• Company events
• Dental care
• Disability insurance
• Discounted or free food
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Tuition reimbursement

Ability to commute/relocate:

• Toronto, ON M5J 2W4: reliably commute or plan to relocate before starting work (required)

Work Location: In person