Manage onboarding and relationships for high-value Canadian clients, provide responsive client service, identify sales and cross-selling opportunities, maintain accurate CRM records, resolve inquiries, and escalate issues appropriately. The role requires English-French bilingual communication, financial markets knowledge, regulatory awareness, negotiation skills, and strong knowledge of the company’s trading platforms and products.
Sales Executive – Canada
The Client Management Team is responsible for business development and relationship management for all Canada based high and premium value clients. Within the Client Management team there is a separate team which focuses on on-boarding premium clients and client service (24 x 5).
ROLE AND RESPONSIBILITIES
- Provide proactive and timely support for the client on-boarding process;
- Identify sales opportunities where possible, including new client profiling to identify high value clients;
- Provide excellent and high caliber client service to ensure a positive client experience;
- Take ownership for ensuring accurate client information is recorded in relevant internal systems (e.g. CRM) in a timely manner;
- Proactively identify and cross sell additional products and services to existing clients;
- Proactively identify opportunities to improve the client experience;
- Provide excellent and high caliber client service to ensure a positive experience for all clients;
- Proactively respond to and manage inbound client queries professionally and efficiently;
- Effectively deal with client queries, focussing on getting it right first time;
- Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service;
- Act as a brand ambassador in all client interactions;
- Commitment to understanding the customer needs and requirements.
KEY SKILLS AND EXPERIENCE
- You will be Bilingual in English and French
- Demonstrates passion and enthusiasm for our products and services
- Operates with integrity and a highly client centric mindset, with an ability to build and enhance strong and meaningful client relationships
- Excellent verbal and written communication skills
- Negotiation Skills
- Intermediate knowledge/experience of financial markets (CFD’s preferable but not essential)
- Understanding of the requirements of regulative authorities to ensure that the department is compliant in terms of its processes and procedures.
- Knowledge of Microsoft Office Suite focusing on a good knowledge for Power Point Presentations and basic knowledge of Excel
- Expert knowledge of platform and products
- Ability to work effectively as part of a team
- Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)
Why join CMC
- A company which focuses on growth and development
- Company perks such as Women@CMC, LinkedIn Learning, referral bonuses, 15 days’ Vacation + your birthday off, Health and Dental etc.
- Match RRSP contribution up to 5% of base salary
- Convenient location, office in Downtown Toronto.
Who we are:
Since launching in 1989, CMC Markets (CMC) has become one of the world's leading online financial trading businesses. CMC is listed on the London Stock Exchanges and serves retail and institutional clients through regulated offices and branches in 13 countries.
CMC offers an award winning online and mobile trading platform, enabling clients to trade up to 10,000 financial instruments across shares, indices, foreign currencies, commodities and treasuries through contracts for difference.
More detail on the Group can be found on https://www.cmcmarkets.com/group/
Benefits:
- Casual dress
- Dental care
- Extended health care
- Life insurance
- Paid time off
- RRSP matching
- Vision care
CMC Markets Toronto, Ontario, CAN Office
100 Adelaide St. West, Suite 2915, Toronto, Canada, M5H 1S3
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