Financial Services Relationship Manager

3 weeks ago

Toronto, Ontario, Canada Yorktown Search Partners Full time
Position Overview

We are seeking a skilled Account Specialist to connect with Investment Professionals across North America on behalf of our client, a leading financial services firm. In this role, you will thrive in a fast-paced collaborative environment, making a significant impact on our client's success.

Key Responsibilities
  • Daily Outbound Calls: Engage Investment Professionals through daily phone calls, generating leads and building professional relationships within a defined target segment.
  • Call Activity Recording: Accurately record daily call activities and update information in our client's proprietary database.
  • Industry and Product Knowledge: Develop and maintain a strong understanding of diverse industries and financial products, including Equities, Mutual Funds, ETFs, IPOs, and Structured Products.
  • Collaboration and Innovation: Work with team members to create and implement innovative outreach strategies for client campaigns.
  • Administrative Support: Assist senior team members with administrative tasks and support special projects as needed.
Qualifications & Experience
  • A university degree or college diploma in Commerce, Finance, Business Administration, or a related field is required.
  • Completion of the Canadian Securities Course (CSC) is preferred.
  • Prior experience in business development or sales, ideally within financial services, is an asset.
  • Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Outlook.
Skills & Competencies
  • Strong Communication Skills: Demonstrate exceptional verbal and written communication skills, with the ability to deliver compelling responses and handle objections confidently.
  • Resilience and Problem-Solving: Showcase resilience and problem-solving abilities, with a proactive approach to turning challenges into opportunities.
  • Adaptability and Strategic Thinking: Exhibit adaptability and strategic thinking, with the ability to adjust outreach techniques based on real-time feedback.
  • CRM Experience: Possess experience with CRM tools to track and manage interactions and data.
  • Collaboration and Teamwork: Display excellent collaboration skills, with a positive team-oriented mindset.
  • Financial Markets Knowledge: Demonstrate a solid understanding of financial markets or a keen interest in learning more.
  • Organizational Skills: Showcase exceptional organizational skills and time management abilities.
Compensation
  • A competitive salary will be offered, commensurate with the candidate's experience, qualifications, and market benchmarks in the financial services sector.

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