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Added 22 mins ago
TS
Associate – Front Office Quant Engineer
TD Securities
Toronto, ON
- Full-time
…solutions that enable efficient execution, risk management, and client service across a broad range of derivatives products. Working at the intersection of quantitative finance, software…
Added 22 mins ago
CL
Advisor Services Associate
Canada Life
Mississauga, ON
- Full-time
Our Nominee team is currently seeking an Advisor Services Associate– someone who is responsible for providing a very high level of service to internal and external clients. Any…
Added 22 mins ago
C
Maintenance Technician
CBRE
Ottawa, ON
- Full-time
…Maintenance Technicians to join our growing team as we work to service one of the world’s largest online…
Added 22 mins ago
G&
Account Manager
Grand & Toy
Vancouver, BC
- Full-time
Collaborate with internal teams to deliver seamless service and ensure client satisfaction.
Added 22 mins ago
HI
Personal Insurance Associate
HUB International
Duncan, BC
- $45,000 to $55,000 CAD / year
- Full-time
As a Personal Insurance Associate, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner…
Added 22 mins ago
HI
Auto Insurance Associate
HUB International
Duncan, BC
- $43,000 to $48,000 CAD / year
- Full-time
…idea of hitting (and exceeding) targets while building genuine client relationships? If so, this is more than just a job - it's a career with unlimited…
Added 52 mins ago
DR
Client Account Specialist
Dawn Recruiting Agency
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
This role is ideal for candidates with experience in positions such as: Customer Service Representative, Retail Sales Associate, Bank Teller, Financial Services Representative, Personal…
Added 1 hour ago
IM
Associate, Performance and Analytics, Reporting
Investment Management Corporation of Ontario (IMCO)
Toronto, ON
- Full-time
…reporting, asset mix, responding to internal stakeholder requests, client requests, and investigating discrepancies. The Associate ensures the availability and accuracy of performance data…
Added 1 hour ago
HE
Entry Level Marketng Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $40,000 to $50,000 CAD / year
- Full-time
We’re looking for an Entry-Level Marketing Associate who is eager to learn, contribute, and grow within a collaborative environment.
Added 1 hour ago
OA
Product Advisor - OpenRoad Honda
OpenRoad Auto Group
Brampton, ON
- Full-time
Provide exceptional customer service by determining each prospective client’s vehicle needs by asking questions and listening.
Added 1 hour ago
B
Dynamics 365 Business Central Operations Manager
BDO
Hamilton, ON · Toronto, ON · Ottawa, ON · Vancouver, BC
- Full-time
…our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a…
Added 2 hours ago
T
Personal Banking Associate
TD
Belleville, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
T
Personal Banking Associate
TD
Toronto, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
SR
Equipment Rental specialist
Sunbelt Rentals, Inc.
Levis, QC
- Full-time
Related experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales…
Added 2 hours ago
GA
Assistant General Manager, AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
…align the entire team on driving sales, providing an excellent client experience, building strong talent and ensure the store operates efficiently and effectively. Your ability to combine…
Added 2 hours ago
J
Appeals Coordinator
Jobgether
Canada
- Full-time
Respond to member, provider, and client inquiries regarding appeal status, processes, and outcomes.
Added 2 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
Tap into your superior problem resolution skills to provide proactive client service.
Added 2 hours ago
L
Luxury Retail Sales Advisor - Full Time
Longchamp
Toronto, ON · North York, ON
- $22 to $26 CAD / hour
- Full-time
Great opportunity to join our Luxury Brand! We are looking for a talented Full-time Luxury Retail Sales Associate to join our team. This is an hourly base + bonus position. Our Retail Sales…
Added 4 hours ago
OF
Membership Sales Associate
Orangetheory Fitness Canada
Port Moody, BC
- $18.25 to $19 USD / hour
- Full-time
…applicants to apply to different franchised locations. This service is provided solely for the convenience of potential applicants and as a service to franchisees. OTFC is not involved in…
Added 4 hours ago
NB
Analyst or Associate XVA
National Bank of Canada
Montreal, QC
- Full-time
A career as an Analyst or Associate in the XVA team at National Bank offers an opportunity to sit in the middle of the risk management activity of our corporate clients, by offering a wide…
Added 5 hours ago
MC
Business Development Associate
MRL Consulting Group | Global Niche Technology Recruitment
Toronto, ON
- Full-time
Inside Sales Associate (Business Development)
Added 6 hours ago
C&
Client Coordinator and Quality Control Associate
C & V Income Tax Services
London, ON
- Internship
This role blends client-facing responsibilities with essential document management tasks. As the Client Coordinator, you will represent C & V Income Tax Services, serving as the first point…
Added 6 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
…individual to join our leading wealth management firm as an Client Experience…
Added 6 hours ago
E
Business Development Associate
EOM
London, ON
- Full-time
Lead client meetings and understand technical and commercial requirements.
Added 8 hours ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
- Full-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…

Dawn Recruiting Agency

Client Account Specialist

Toronto, ON, Canada

$50,000 to $60,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $50,000 to $60,000 CAD / year
Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

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.

Apply About employer

More about this job

Responsibilities

Make approximately 130 outbound calls per day to generate leads and build relationships with investment professionals, while recording activities accurately 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; completion of the Investment Funds in Canada course is an asset. Microsoft Office proficiency is required, while sales or business development experience, CRM experience, strong communication and organizational skills, and knowledge of or curiosity about financial markets are valued.

Skills

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

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Investment Professionals
Asset Management
Outbound Calls
Lead Generation
Business Development
Sales
Client Relationships
Microsoft Office
Investment Funds In Canada
Canadian Securities Course
Equities
Mutual Funds
Exchange-Traded Funds
Initial Public Offerings
Structured Products
Financial Markets
Financial Concepts
Administrative Tasks
Client Outreach
Objection Handling
Data Management
Investment Firms

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