Client Account Specialist

Toronto, ON
Hybrid
Posted Oct 16, 2026
1 position

$60,000–$70,000 / year

Applications are currently unavailable for this posting.

Employment type: Full-time
Posting language: English
Office presence: 4 days per week
Application method: Apply on LinkedIn (LinkedIn sign-in required)

Job summary

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

Job details

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 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.

What you’ll do

Requirements

The posting does not specify formal education or prior experience requirements. Candidates should be prepared for a fast-paced, team-oriented, in-person role involving high-volume outbound calling, relationship building, accurate record keeping, and learning about financial products.