Account Specialist
4 days ago
**Key Responsibilities Include**:
- Making daily outbound phone calls to build relationships with financial professionals, and generate new leads from a defined target segment of Investment Advisors.
- Developing and maintaining a comprehensive understanding of various industries and financial products (Equities, Mutual Funds, ETFs, IPOs, Structured Products)
- Updating daily call activities and maintaining accurate records in Hybrid Financial’s proprietary database.
- Collaborating with your Team Lead to develop innovate strategies to help our clients navigate the North American capital markets.
- Assisting with administrative tasks and special projects as needed by the senior executives.
**Why work here**:
Competitive Pay
Comprehensive Benefits
Access to C-Suite of several public companies and investment professionals.
Unparalleled learning experience in all sectors of the economy.
Opportunity to earn the CSC or CFA paid for by Hybrid.
**Desired Experience**:
- University degree or college diploma in a relevant field is required (Commerce, Finance, or Business Administration)
- Proficiency in Microsoft Word and Excel
- Completion of Canadian Securities Course is an asset
- Previous sales experience is an asset
**Desired Skills**:
- Excellent verbal and written communication skills
- Strong understanding of the financial markets or a curiosity to learn.
- Strong organizational and time management skills
- Team-oriented attitude and a strong desire to learn
**Salary**: From $50,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- Paid time off
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Montréal, QC H5A 2A5: reliably commute or plan to relocate before starting work (required)
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