Account Specialist

4 weeks ago


Toronto, Ontario, Canada Hybrid Financial Ltd. Full time

Do you have a passion for financial services and capital markets?

In this role, you will contact Investment Professionals across North America on behalf of our clients. Our clients include banks, asset managers, and public companies across various sectors and industries. Working at Hybrid provides an unparalleled learning experience in a fast-paced, team-oriented environment. This role provides a great opportunity for individuals to continue to grow their career in finance.

Key Responsibilities:

  • 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 outreach 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?

  • Compensation: A base salary of $50,000, with the potential to earn ~$55,000 - $60,000 including bonuses from a semi-annual bonus program.
  • Culture: Enjoy a vibrant and collaborative office atmosphere, complete with regular outings and events.
  • Benefits: Access a comprehensive benefits package through Canada Life following probation, covering Health, Dental, Vision, Life, AD&D, and an Employee Assistance Program. Plus, enjoy remote Fridays
  • Time Off: Start with two weeks of pro-rated vacation, increasing to three weeks after your first year, along with up to 10 paid sick days annually.
  • Growth: We invest in your development Complete your Canadian Securities Course within 6 months from your start date, expensed by Hybrid, and explore other development opportunities tailored to your role and goals.
  • Convenience: A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings.


  • Toronto, Ontario, Canada Hyundai Capital Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented Accounting Specialist to join our team. As an Accounting Specialist, you will play a key role in ensuring the accuracy and compliance of our financial close process.Month-End Close Process: Participate in month-end close process and reporting, including journal entries, reconciliations for...


  • Toronto, Ontario, Canada Senior Discovery Tours Full time

    OverviewSenior Discovery Tours is seeking an Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records.The ideal candidate will have 2 years of experience in bookkeeping and a strong understanding of accounting principles and software.


  • Toronto, Ontario, Canada Starlight Investments Full time

    The Accounting Specialist at Starlight Investments plays a vital role in ensuring the accuracy and timeliness of financial reporting. Reporting directly to the Accounting Manager, this individual will be responsible for reviewing and analyzing monthly property level reporting packages, preparing consolidated account reconciliations, and maintaining accurate...


  • Toronto, Ontario, Canada International Search Consultants Full time

    Drive Revenue Growth with our Account Growth Specialist TeamWe are seeking an experienced Account Growth Specialist to join our team at International Search Consultants and partner with a thriving post-acute care Healthcare Solutions company to identify new business opportunities and achieve profitable sales growth goals.This role requires building...


  • Toronto, Ontario, Canada Dream Unlimited Corp Full time

    We are seeking an Accounting Specialist to join our team at Dream Unlimited Corp. As an Accounts Payable Administrator, you will be responsible for processing invoices, creating purchase orders, and performing various duties in a fast-paced office environment.The ideal candidate will have 2+ years of experience in an accounts payable function, with a proven...


  • Toronto, Ontario, Canada The Mason Group Inc Full time

    Accounts Payable Specialist - 9 monthsEmployment TypeContractLocationTORONTO, OntarioApply SHARE THIS JOB           Job Description:In this role the Accounts Payable Specialist will be responsible for the following but is not limited too:- Full Cycle Account Payable- Foreign currency is very important- Perform...

  • Account Specialist

    7 days ago


    Toronto, Ontario, Canada Tbwa ChiatDay Inc Full time

    VGW is an interactive entertainment company, harnessing technology and creativity to deliver world-class, free-to-play games.Our Account Management team in Toronto is currently looking for an Account Specialist to join the team for 18 months.As an Account Specialist, you'll be responsible for managing a portfolio of high potential customer accounts and...

  • Account Specialist

    7 hours ago


    Toronto, Ontario, Canada Aon Full time

    Account SpecialistConsidering a new job change? Look at Aon. We are seeking an Account Specialist to work in a hybrid role out of our Aon office in Toronto/Halifax/Calgary/Winnipeg.Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or...


  • Toronto, Ontario, Canada Anatolia Tile & Stone Full time

    Are you a detail-oriented professional looking to excel in the field of accounting?About the RoleAnatolia Tile & Stone is seeking an experienced Accounts Receivable Specialist to join our team.This role will be responsible for managing the full cycle accounting process with a focus on accounts receivable, invoicing, credits, securing and processing payments,...


  • Toronto, Ontario, Canada Home and Community Care Support Services Full time

    Job Description We are currently recruiting an Accounting Specialist Competition #: FY2425-070 Date Posted: September 11, 2024 Date Closed: Until Filled Start Date: as soon as possible Reports to: Manager, Finance Job Rate: CUPE Salary Band 3: $31.46 to $36.94 per hour Category: Permanent Full-time Team: Finance Current...


  • Toronto, Ontario, Canada Pomp & Circumstance PR Full time

    PR Account Specialist (2-3 years of experience) Based in Toronto, Pomp & Circumstance is one of Canada's fastest growing lifestyle and consumer PR agencies. Named Adweek's global "100 Fastest Growing List," Strategy Magazine Agency of the Year, and on Canadian Business' Startup List of the country's fastest-growing companies. The award-winning agency...


  • Toronto, Ontario, Canada Hydroone Full time

    The Accounting Specialist will play a key role in ensuring the accuracy and reliability of Hydro One's financial information. With a strong background in accounting and financial systems, the successful candidate will be responsible for performing or reviewing monthly General Ledger Account reconciliations, and calculations relating to financing instruments...


  • Toronto, Ontario, Canada Pomp & Circumstance PR Full time

    Role: PR Account Specialist (2-3 years of experience) Based in Toronto, Pomp & Circumstance is one of Canada's fastest growing lifestyle and consumer PR agencies. Named Adweek's global "100 Fastest Growing List," Strategy Magazine Agency of the Year, and on Canadian Business' Startup List of the country's fastest-growing companies. The award-winning agency...

  • Accounting Specialist

    5 hours ago


    Toronto, Ontario, Canada Government of Canada Full time

    About the RoleWe are seeking an experienced accounting specialist to join our team as a Government Accounting Technician. This role will involve maintaining financial records and establishing, maintaining and balancing various accounts using manual and computerized bookkeeping systems.Key ResponsibilitiesMaintain general ledgers and financial statementsKeep...


  • Toronto, Ontario, Canada Cogent Communications Full time

    Cogent Communications is seeking a highly skilled Account Growth Specialist to join our National Sales Team.In this critical role, you will be responsible for identifying and pursuing new sales opportunities within our assigned territory. Your exceptional sales skills, combined with your ability to build strong relationships with Key Decision Makers, will...


  • Toronto, Ontario, Canada SPATCO Energy Solutions Full time

    Job OverviewAt SPATCO Energy Solutions, we seek a skilled Business Accountant Specialist to join our Finance and Accounting team. This individual will play a pivotal role in ensuring the accuracy and efficiency of our financial processes.


  • Toronto, Ontario, Canada Anatolia Tile & Stone Full time

    Future Opening: Accounts Receivable SpecialistFull Time • VaughanReplies within 24 hoursSpecialist – AR is responsible for managing the full cycle accounting process with an emphasis on accounts receivable, invoicing, credits, securing and processing payments, and maintaining customer accounts in an efficient and accurate manner. This is an evolving...


  • Toronto, Ontario, Canada MillerCoors Brewing Company Full time

    Job DescriptionThe Account Management Specialist will be responsible for building and maintaining strong relationships with key customers to drive sales growth and revenue. The ideal candidate will have experience in account management, customer relationship building, and sales strategy development.

  • Account Specialist

    3 weeks ago


    Toronto, Ontario, Canada Circana Full time

    At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We have a global commitment to diversity, equity, and inclusion as we believe in the undeniable strength that...


  • Toronto, Ontario, Canada NAFOR Full time

    About the RoleWe are looking for a highly skilled and detail-oriented Accounting Specialist Lead to oversee and enhance the financial operations of our growing manufacturing company. As a key member of our finance team, you will be responsible for ensuring the accuracy and integrity of all accounting and finance functions.