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Account Specialist

4 months ago

Toronto ON, Canada Hybrid Financial Ltd. Full time

ABOUT USFounded in 2011, Hybrid is a high-impact outreach and awareness company that actively connects issuers to the investment community. Our data-driven approach helps us efficiently provide outreach on behalf of our small, medium, and large clients. From our office in Toronto, Ontario, the Hybrid team offers comprehensive coverage of both the Canadian and U.S. markets.ABOUT THE ROLEDo you have a passion for the markets?Hybrid Financial is seeking an Account Specialist to join our team In this role, you will work closely with asset managers and public companies across various sectors to gain awareness in the investment community through outreach to Investment Professionals. Working at Hybrid provides an unparalleled learning experience in a fast-paced, team-oriented environment. This would be a great opportunity for individuals looking to get their start in capital markets. Key Responsibilities Include:Completing daily outbound phone calls to generate leads and build relationships from a defined target segment of Investment Professionals (~100/day)Updating daily call activities and maintaining accurate records in Hybrid’s proprietary databaseDeveloping and maintaining an understanding of various industries and financial products (Equities, Mutual Funds, ETFs, IPOs, Structured Products)Collaborating with your team to develop innovative strategies for your clientsAssisting 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 assetPrevious business development or sales experience is an assetProficiency with Microsoft Office suite of products Sound Like You?Excellent verbal and written communication skillsAbility to articulate compelling responses that effectively address objections while maintaining a positive dialogueShowcase resilience in the face of objections, turning challenges into opportunities to gather further insight from interactionsAbility to adapt and adjust strategies accordinglyExperience using CRM tools to manage interactions and dataSuperior collaboration skillsStrong understanding of the markets, or strong curiosity to learnSolid understanding of financial conceptsSolid organization and time management skills Why work at Hybrid?We recognize your performance and contributions through a semi-annual bonus program.Access a comprehensive benefits package through Canada Life, including an EAP+, and coverage for Health, Dental, Vision, Life, and AD&D.We invest in your professional learning and development.team that knows how to balance work with fun through outings and events.Enjoy paid time off, plus the peace of mind that comes with paid sick days.Our downtown office at Bay & Wellington offers easy accessibility to public transit.Indulge in the comfort of your home office with the choice of working remotely every Friday.