As 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.

We offer 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

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 innovative outreach strategies for your clients

Assisting with administrative tasks and special projects as needed by senior team members

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.

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 strong curiosity to learn

Solid understanding of financial concepts

Solid organization and time management skills

Why Work with us?

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!

Company events

Dental care

Disability insurance

Discounted or free food

Extended health care

Life insurance

In office 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.

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📌 Client Account Specialist (Ontario)
🏢 Dawn Recruiting Agency
📍 Ontario