Account Executive

2 weeks ago

Montréal, Canada Inovestor Full time

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.

**Responsibilities**:

- 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;
- Communicate and provide feedback to the development team on client requests or enhancements;
- Work and communicate in a professional manner with Inovestor clients and team members.

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;
- Outstanding communication (both oral and written) and collaboration skills and able to work with a diverse internal group, and drive client needs forward;
- Strong customer service or client-centric focus;
- Effective planning, time management and organizational skills;
- Experience with CRM software;
- Focus, Passion, Driven and Proactivity.
- **Flue**nt **in French** both spoken and written.

What makes Inovestor unique?

Inovestor values continuous learning, well-being of individuals. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. You will join an established sales team with efficient sales techniques.

In addition to the dynamic and professional environment at Inovestor, we strive to ensure that our employees have access to a competitive and valuable set of perks—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

- Three weeks paid time off the first year;
- Flexibly to work remotely;
- Medical, dental, life insurance and travel insurance;

As an employer, we promote equal opportunity and we are committed to promoting fair and equitable representation of women, Aboriginal people, persons with disabilities and visible minorities.

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