Account Specialist

4 weeks ago

Toronto, Canada Hybrid Financial Ltd. Full time

ABOUT US


Founded in 2011, Hybrid is a high-impact outreach and awareness company that actively connects issuers to the investment community. Our data-driven approach helps us efficiently provide outreach on behalf of our small, medium, and large clients. From our office in Toronto, Ontario, the Hybrid team offers comprehensive coverage of both the Canadian and U.S. markets.


ABOUT THE ROLE


Do you have a passion for the markets?


Hybrid Financial is seeking an Account Specialist to join our team In this role, you will work closely with asset managers and public companies across various sectors to gain awareness in the investment community through outreach to Investment Professionals. Working at Hybrid provides an unparalleled learning experience in a fast-paced, team-oriented environment. This would be a great opportunity for individuals looking to get their start in capital markets.


Key Responsibilities Include:

  • Completing daily outbound phone calls to generate leads and build relationships from a defined target segment of Investment Professionals (~100/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 strategies for your clients
  • Assisting with administrative tasks and special projects as needed by senior team members


Desired Experience:

  • University degree or college diploma in a relevant field is required (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

Sound Like You?

  • Excellent verbal and written communication skills
  • Ability to articulate compelling responses that effectively address objections while maintaining a positive dialogue
  • Showcase resilience in the face of objections, turning challenges into opportunities to gather further insight from interactions
  • Ability to adapt and adjust strategies accordingly
  • Experience using CRM tools to manage interactions and data
  • Superior collaboration skills
  • Strong understanding of the markets, or strong curiosity to learn
  • Solid understanding of financial concepts
  • Solid organization and time management skills


Why work at Hybrid?

  • We recognize your performance and contributions through a semi-annual bonus program.
  • Access a comprehensive benefits package through Canada Life, including an EAP+, and coverage for Health, Dental, Vision, Life, and AD&D.
  • We invest in your professional learning and development.
  • team that knows how to balance work with fun through outings and events.
  • Enjoy paid time off, plus the peace of mind that comes with paid sick days.
  • Our downtown office at Bay & Wellington offers easy accessibility to public transit.
  • Indulge in the comfort of your home office with the choice of working remotely every Friday.

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