Careers

Join our dynamic team as we continue to build on an industry-leading company

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Career Opportunities

Account Specialist

Are you a persuasive communicator with a knack for building connections? Come aboard our vibrant team at Hybrid Financial as an Account Specialist!

Apply Now

Account Specialist

Do you have a passion for financial services and capital markets?

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 (~100/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)
  • Completion of the Canadian Securities Course (CSC) is an asset
  • 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
  • Ability to articulate compelling responses that effectively address objections while maintaining a positive dialogue
  • Showcase resilience in the face of objections, turning challenges into opportunities to gather further insight from interactions
  • 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?
  • Culture: Enjoy a vibrant 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 EAP+. Plus, enjoy remote Fridays!
  • Time Off: Begin with two weeks of vacation, increasing to three weeks after your first year, along with up to 10 paid sick days annually.
  • Growth: We invest in your development! Complete your CSC within 6 months, expensed by Hybrid, and explore other development opportunities tailored to your role and goals.
  • Convenience: A conveniently located office at Bay & Wellington, complete with a kitchen stocked for your healthy snack and caffeine cravings.
Apply Now
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