About the jobAre you interested in developing your career in finance?Hybrid offers a unique opportunity to gain hands-on exposure to the investment management industry while working with leading financial firms and a diverse range of investment strategies. Based in downtown Toronto, Hybrid Financial is a fast-growing financial services firm that helps asset managers expand their reach and build stronger relationships with financial advisors across North America.About Hybrid Financial: Established in 2010 100+ employees 90+ clients, including some of the most respected financial firms in the industry: Canadian and U.S. Banks Global asset managers with $100B+ in assets High-growth and innovative ETF, Mutual Fund, and Alternative providersAs an Account Specialist, you’ll work alongside our industry-leading client base to connect them with Investment Professionals across North America. You’ll gain firsthand exposure to the asset management industry, develop valuable sales and communication skills, and learn how leading investment firms grow their businesses. Hybrid offers a fast-paced, team-oriented environment for ambitious individuals looking to build a strong foundation for a career in finance.Job Types: Full time, Permanent Work Location: In personKey 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 innovative outreach strategies for your clients Assisting with administrative tasks and special projects as needed by senior team membersWhy 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. Hybrid will happily cover the cost of our employee’s Investment Funds in Canada (IFIC) Course or the Canadian Securities Course (CSC). Convenience: A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings Work from Home Opportunity:



After a successful completion of your probationary period (3 months) you are able to work from home on Fridays!Benefits: Company events Dental care Disability insurance Discounted or free food Extended health care Life insurance On-site parking Paid time off Tuition reimbursementAbility 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.AI-Assisted Recruitment: Hybrid Financial uses artificial intelligence (AI) tools as part of its recruitment process, including to assist with resume screening. AI-assisted screening may be used to help identify candidates whose qualifications and experience align with the requirements of the position. Final hiring decisions are made by the Hybrid Financial recruitment team based on the candidate’s qualifications, experience, and other relevant considerations.Hybrid Financial is an Equal Employment Opportunity / Veterans/Disabled/LGBT and Affirmative 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 made 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.Requirements 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 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.Sound Like You? 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 Superior collaboration skills Strong understanding of the markets, or strong curiosity to learn Solid understanding of financial concepts Solid organization and time management skillsJob Summary

We are seeking a dynamic and proactive Client Account Specialist to join our team and drive exceptional client satisfaction. In this role, you will serve as the primary point of contact for our clients, managing their accounts with enthusiasm and precision. Your energetic approach will help foster strong relationships, ensure seamless account operations, and support our clients’ success. This position offers an exciting opportunity to utilize your project management, customer relationship management, and communication skills within a fast-paced, innovative environment focused on delivering outstanding service.

Responsibilities

- Act as the main liaison for clients, providing expert guidance and support throughout their journey with us
- Manage client accounts proactively, ensuring all needs are addressed promptly and accurately
- Coordinate internal teams to deliver tailored solutions aligned with client goals and expectations
- Utilize Salesforce and other SaaS tools to track account activities, update records, and generate insightful analysis reports
- Develop and maintain strong customer relationships through regular communication, follow-ups, and personalized service
- Support sales initiatives by identifying opportunities for account growth and presenting relevant marketing strategies
- Conduct analysis of client data to identify trends, opportunities for improvement, and potential risks
- Collaborate with cross-functional teams to ensure seamless onboarding, renewals, and ongoing account management

Qualifications

- Proven experience in project management, account management, or customer service roles within financial services or SaaS industries
- Strong analysis skills with the ability to interpret data and generate actionable insights
- Proficiency in Salesforce or similar CRM platforms is highly desirable
- Excellent communication skills—both verbal and written—with the ability to engage confidently with clients at all levels
- Familiarity with marketing strategies and customer relationship management best practices
- Demonstrated ability to manage multiple projects simultaneously while maintaining attention to detail
- Knowledge of financial services industry standards is a plus but not mandatory

Join us to be part of a vibrant team dedicated to delivering exceptional client experiences! We value energetic professionals who thrive on building lasting relationships and driving success through innovative solutions.

Pay: $50,000.00-$60,000.00 per year

Work Location: In person

📌 Client Account Specialist (Vaughan)
🏢 Dawn Recruiting
📍 Vaughan