Job Types: Full-time, Permanent
Key Responsibilities

Completing daily outbound phone calls to generate leads and build relationships from a defined target segment of Investment Professionals (~130/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 creative 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 Investment Funds in Canada (IFC) is an asset

Previous business development or sales experience is an asset

Proficiency with Microsoft Office suite of products

Excellent verbal and written communication skills

French native/bilingual an asset

Ability to effectively address objections while maintaining a positive dialogue

Resilience in the face of objections, turning challenges into opportunities to gather further insight

Ability to adapt and adjust strategies accordingly

Experience using CRM tools to manage interactions and data

Strong understanding of the markets, or robust curiosity to learn

Solid understanding of financial concepts

Solid organization and time management skills

Why Work at Hybrid?

Compensation: A base salary of $60,000

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 are committed to investing in your professional development through ongoing coaching, mentorship, and opportunities for career advancement. Previous completion of the Investment Funds in Canada (IFIC) Course or the Canadian Securities Course (CSC) is considered an asset and can support your progression toward a Senior Client Account Specialist position.

Convenience: A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings

Hybrid Opportunity: After a successful completion of your probationary period (3 months) you are able to work from home on Fridays!

Company events

Dental care

Disability insurance

Discounted or free food

Extended health care

Life insurance

On-site parking

Paid time off

Ability to commute/relocate:

Toronto, ON M5K 1B7: reliably commute or plan to relocate before starting work (required)





Relocation assistance is not available for this position.

How to Apply:
Please submit a .PDF file of your resume, not in .DOC

Hybrid Financial is an Equal Employment Opportunity/ Veterans/Disabled/LGBT and Affiantative Action employer. We are committed to diversity and building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate and all decisions we make are based on the basis of qualifications, merit, and business need. Our goal is to be one global diverse team that is representative of our customers, in an inclusive environment where we can continue to innovate and grow together.

Do you have a passion for financial services and capital markets? Do you have experience in customer service, retail, banking, or sales and a passion for building robust client relationships? If so, we’d love to hear from you!

This role is ideal for candidates with experience in positions such as: Customer Service Representative, Retail Sales Associate, Bank Teller, Financial Services Representative, Personal Banking Associate, Client Service Representative, Sales / Account Representative

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.

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📌 Account Specialist (Ontario)
🏢 Hybrid Financial
📍 Ontario