Account Manager Grocery

We are a fully integrated Fintech company that controls the value chain from issuers and exchanges to the investor. We are a dedicated and experienced team uniting our skills to generate value-added services for our clients.

Our solutions cover a wide range of needs including analytics and insights, model portfolios, fundamentals, and market insights. Inovestor's clients include registered investment advisors, family offices, wealth advisors, institutions, representing more than $200 billion in assets under management.

The Senior Account Executive is responsible for developing and maintaining favorable relationships with new and existing clients to ensure that the organization is meeting their needs through its products and services. The Account Executive acts as the client advocate and works to resolve any issues or concerns to ensure customer satisfaction. Responsibilities include managing client accounts, reviewing and maintaining relationships with all accounts, and potentially selling new business to existing accounts. The job requires frequent traveling to visit prospects and maintain contacts with customers.

The role consists in developing and harvesting relationships with Investment Advisers for a specific region in Canada. The Account Executive is responsible for customer acquisition and maintain a good relationship with customers.

Ensures products and services consistently meet client needs;

Maintain/update CRM Database with all customer interaction i.e. phone calls, emails, cases, etc;

Bachelor's Degree (Finance, Financial Planning or Accounting degree preferred). 3-5 years of experience working in sales and/or finance role or investment exposure;

• Trading experience and/or IIROC registered (Preferred but not required);
• Strong customer service or client-centric focus;
• Effective planning, time management and organizational skills;
• Ability to express oneself perfectly and professionally (both orally and in writing) in English and French. We need a bilingual individual who can communicate effectively with our English-speaking customers across Canada.
• Experience with CRM software;
• You will join an established sales team with efficient sales techniques.

Medical, dental, life insurance and travel insurance.

As an employer, we promote equal opportunity and we are committed to promoting fair and equitable representation of women, Aboriginal people, persons with disabilities and visible minorities.