Do you have a passion for financial services and capital markets?
Do you have previous experience with CSR, bank teller experience or have a sales
background?
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.
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
Desired Experience:
- University degree or college diploma in a relevant field is required (Commerce, Finance, or Business Administration)
- Previous business development or sales experience is an asset
- Proficiency with Microsoft Office suite of products
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 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
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!
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.
Course within 3 months from your start, expensed by Hybrid, and explore other
development opportunities tailored to your role and goals
Job Types: Full-time, Permanent
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 M5J 2W4: reliably commute or plan to relocate before starting work
(required)
Work Location: In person
Job Types: Full-time, Permanent
Pay: From $60,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Tuition reimbursement
Ability to commute/relocate:
- Toronto, ON M5J 2W4: reliably commute or plan to relocate before starting work (required)
Work Location: In person
