Pursue your passion for financial services as a Client-Focused Account Specialist at Hybrid Financial in Toronto. This permanent, full time position focuses on lead generation and relationship management. You will engage with Investment Specialists through substantial outbound calling efforts, updating interactions in Hybrid's database while gaining insights into various financial products.

Collaborating to devise effective outreach strategies will enhance your team’s impact. Additionally, you will assist with administrative tasks and special projects, fostering a diverse skill set. Key Responsibilities:
Generate leads through 130 outbound calls daily
Maintain up-to-date records in Hybrid’s database




Understand a range of financial products and their markets
Collaborate to create strategic outreach initiatives
Provide assistance with administrative and special projects Requirements:
Relevant university degree or diploma required
Business development or sales experience beneficial
Solid Microsoft Office proficiency
Excellent communication abilities, written and spoken
CRM tool experience to manage client interactions Utilize your financial acumen and sales expertise to excel in this key role at Hybrid Financial!

📌 Client Focused Account Specialist Role Toronto
🏢 Hybrid Financial
📍 Toronto