Financial Services Representative

1 day ago


Toronto, Ontario, Canada Hybrid Financial Ltd. Full time
{"h2": "Financial Services Representative Role", "p": "At Hybrid Financial Ltd., we're passionate about delivering exceptional financial services and capital markets expertise. As a Financial Services Representative, you'll play a key role in building relationships with Investment Professionals across North America on behalf of our clients. Our clients include leading banks, asset managers, and public companies across various sectors and industries. Key Responsibilities:
  • Make daily outbound phone calls to generate leads and build relationships with Investment Professionals
  • Update daily call activities and maintain accurate records in our proprietary database
  • Develop and maintain an understanding of various industries and financial products
  • Collaborate with your team to develop innovative outreach strategies for our clients
  • Assist with administrative tasks and special projects as needed
Requirements:
  • University degree or college diploma in a relevant field (Commerce, Finance, or Business Administration)
  • Completion of the Canadian Securities Course (CSC) is an asset
  • Previous business development or sales experience is an asset
  • Proficiency with Microsoft Office suite of products
Why Work at Hybrid:
  • Competitive compensation package, including a base salary and bonus potential
  • Vibrant office atmosphere with regular outings and events
  • Comprehensive benefits package, including Health, Dental, Vision, Life, AD&D, and EAP+
  • Remote Fridays and flexible work arrangements
  • Opportunities for professional development and growth
"}

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