About the job

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

Work Location: In person

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

Why Work with us?

- Compensation: A base salary of $60,000-$70,000
- Culture: Enjoy a vibrant and team-oriented 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 reimbursement

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.

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