Account Representative
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Job Type
s: Full-time, Permanent 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 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 French native/bilingual an asset 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 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 Previous completion of the Investment Funds in Canada (IFIC) Course or the Canadian Securities Course (CSC) is considered an asset and can support your progression toward a Senior Client Account Specialist position. A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings After a successful completion of your probationary period (3 months) you are able to work from home on Fridays Dental care Disability insurance Discounted or free food Life insurance On-site parking 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. We are committed to diversity and building a team that represents a variety of backgrounds, perspectives, and skills. 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. Do you have a passion for financial services and capital markets? Do you have experience in customer service, retail, banking, or sales and a passion for building strong client relationships? 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 Our clients include banks, asset managers, and public companies across various sectors and industries.
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