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Added 7 mins ago
B
Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
This is a new role within BMO InvestorLine and is geared towards attracting specialist talent to primarily engage with our highest value Active Trading clients and prospects. Primary…
Added 7 mins ago
SM
RQ00827 – Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…enterprise system integration. The successful candidate will support the IBM Maximo Manage implementation for the Corporate Real Estate Management Division, contributing to solution design,…
Added 7 mins ago
SM
RQ00827 – Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…enterprise system integration. The successful candidate will support the IBM Maximo Manage implementation for the Corporate Real Estate Management Division, contributing to solution design,…
Added 7 mins ago
SM
RQ00827 – Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…enterprise system integration. The successful candidate will support the IBM Maximo Manage implementation for the Corporate Real Estate Management Division, contributing to solution design,…
Added 7 mins ago
SM
RQ11302 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11302
Added 7 mins ago
SM
RQ00812 – Business Intelligence Specialist – Oracle – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Business Intelligence Specialist – Oracle with strong expertise in Oracle, Python, AWS Glue Python Shell, AWS Database Migration Service (AWS DMS), Amazon Redshift,…
Added 7 mins ago
SM
RQ00812 – Business Intelligence Specialist – Oracle – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Business Intelligence Specialist – Oracle with strong expertise in Oracle, Python, AWS Glue Python Shell, AWS Database Migration Service (AWS DMS), Amazon Redshift,…
Added 7 mins ago
SM
RQ00812 – Business Intelligence Specialist – Oracle – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Business Intelligence Specialist – Oracle with strong expertise in Oracle, Python, AWS Glue Python Shell, AWS Database Migration Service (AWS DMS), Amazon Redshift,…
Added 48 mins ago
Senior Project Manager
Konrad
Toronto, ON
…for our clients. The internal title for this role is Senior Specialist,…
Added 48 mins ago
Project Manager
Konrad
Toronto, ON
This role sits on our Digital team, where your internal title will be Specialist, Digital, working primarily in a project management capacity across client engagements. As a Specialist,…
Added 1 hour ago
Data Analyst
Konrad
Toronto, ON
This role sits on our Digital team, where your internal title will be Specialist, Digital, working primarily in a data analytics capacity across client engagements.
Added 1 hour ago
A
Hearing Instrument Specialist or Audiologist
Amplifon
Courtice, ON
- Full-time
We are seeking a Hearing Instrument Specialist or Audiologist who is ready to join an organization that combines passion and performance to shape a better world. As a Global Top Employer…
Added 2 hours ago
VR
Regional Lead, Regulatory and Air
Vertex Resource Group Ltd.
Sarnia, ON
- Full-time
…through delivery, coordinates field technicians and Direct Service Providers (DSPs) on field service work, and works with the Regional Lead, Liability Management and the Regional Lead,…
Added 2 hours ago
JL
Sales Specialist
Jaguar Land Rover London
London, ON
- Full-time
…London, ON, the retailer provides premium automotive sales, service, and parts to clients seeking luxury performance and capability. Team members collaborate to deliver a high level of…
Added 3 hours ago
AC
Office Support Specialist
Aston Carter
Acheson, AB
- $18 to $20 CAD / hour
- Contract
The Office Support Specialist is responsible for making initial calls to vehicle owners and pick-up shops to gather essential vehicle information, location details, and charges for vehicle…
Added 3 hours ago
JB
DOMESTIC VIOLENCE LIAISON – Bi-lingual Spanish – HIRING BONUS AVAILABLE
JERSEY BATTERED WOMENS SERVICE INC
Spanish, ON
- Full-time
…will provide on-site case consultation to the DCP&P staff and support and advocacy for the nonoffending parent and their children with the goal of increasing safety, stability and…
Added 3 hours ago
SM
RQ11822 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11822
Added 3 hours ago
SM
RQ11822 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11822
Added 3 hours ago
SM
RQ11822 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11822
Added 3 hours ago
SM
RQ00789 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Systems Testing/QA Specialist with extensive experience in quality assurance, software testing, test automation, and enterprise application validation. The ideal…
Added 3 hours ago
SM
RQ00789 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Systems Testing/QA Specialist with extensive experience in quality assurance, software testing, test automation, and enterprise application validation. The ideal…
Added 3 hours ago
SM
RQ00789 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Systems Testing/QA Specialist with extensive experience in quality assurance, software testing, test automation, and enterprise application validation. The ideal…
Added 3 hours ago
SJ
Social Worker, Geriatric Navigator
St. Joseph's Health Centre, Toronto
Toronto, ON
- Temporary
Coordinate and support post-discharge care of geriatric patients in collaboration with discharge planner and general medicine team;
Added 4 hours ago
A
Data Historian Specialist
Actalent
Calgary, AB
- $40 to $60 CAD / hour
- Full-time
The Data Historian Specialist provides full-time sustainment and support for a large, complex AVEVA PI historian environment serving a major Alberta utility-system operator. This role…
Added 4 hours ago
R
Spécialiste du centre de services ATS (bilingue) – Niveau II/ Bilingual ATS Service Desk Specialist II
Raise
Montreal, QC
- Full-time
Excellentes aptitudes à la communication, alliées à un souci constant d’offrir un service client de premier ordre

Closed listing

Dawn Recruiting Agency

Client Account Specialist

Toronto, ON, Canada

Compensation: A base salary of $60,000 · Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: Compensation: A base salary of $60,000
Job type: Full-time
Closing date: Oct 24, 2026
Posting language: English
Posted: Sep 24, 2026

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Original job description

Archived listing. The details below describe a past opening.

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

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 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!

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.

About employer

More about this job

Responsibilities

Make approximately 130 outbound calls each day to generate leads and build relationships with a defined segment of investment professionals, while accurately recording activities in the company database. Develop knowledge of financial products and industries, collaborate on client outreach strategies, and assist senior team members with administrative tasks and special projects.

Requirements

A university degree or college diploma in Commerce, Finance, Business Administration, or a related field is required; the Investment Funds in Canada course and prior sales or business development experience are assets. Candidates should have strong communication, objection-handling, collaboration, organization, and time-management skills, proficiency with Microsoft Office and CRM tools, and an interest in financial markets.

Skills

Outbound Calling
Lead Generation
Relationship Building
Sales
Business Development
Verbal Communication
Written Communication
Objection Handling
Resilience
Adaptability
CRM Management
Market Knowledge
Financial Concepts
Microsoft Office
Organization
Time Management

Benefits

Health Insurance
Dental Care
Vision Care
Life Insurance
Accidental Death and Dismemberment Insurance
Disability Insurance
Employee Assistance Program
Paid Time Off
Paid Sick Leave
Tuition Reimbursement
Company Events
Discounted or Free Food
On-Site Parking
Remote Fridays
Professional Development
Career Advancement Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Investment Professionals
Asset Management
Outbound Calls
Lead Generation
Relationship Building
Investment Funds in Canada
Canadian Securities Course
Equities
Mutual Funds
Exchange-Traded Funds
Initial Public Offerings
Structured Products
Microsoft Office
CRM
Financial Markets
Financial Products
Business Development
Sales
Client Outreach
Database Management
Administrative Support
Customer Service
Banking
Finance

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