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
Skills Required
- Bilingual proficiency in English and French
- Passion and enthusiasm for financial products and services
- Client-centric mindset and ability to build strong client relationships
- Excellent verbal and written communication skills
- Negotiation skills
- Intermediate knowledge or experience of financial markets, preferably CFDs
- Understanding of regulatory authority requirements and compliant processes
- Knowledge of Microsoft Office Suite, including PowerPoint and basic Excel
- Expert knowledge of company platforms and products
- Ability to work effectively as part of a team
- Undergraduate degree in Business, Finance, Economics, or a related discipline
What We Do
CMC Markets is a leading global provider of online trading and investing, with a comprehensive retail, professional and institutional offering. Established in 1989, headquartered in London and listed on the London Stock Exchange, we have offices in Australia, China, Singapore, and across Europe. Over 1m traders and investors* worldwide have access to our proprietary platforms, native mobile trading apps, and MetaTrader 4. Our clients can trade on a huge range of financial instruments through our award-winning spread betting, CFD and share trading platforms**. We provide transparent, competitive pricing, market insights, and dedicated, 24/5 customer service. *1.388 million unique user logins for the CMC Markets invest and CFD platforms globally, as at August 2023. **Awards include: No.1 Web Platform & No.1 Most Currency Pairs, ForexBrokers.com Awards 2023; Best Forex Broker, Good Money Guide Awards 2023; Best In-House Analysts, Professional Trader Awards 2023; CFD Provider of the Year, Investors' Chronicle/Financial Times Celebration of Investment Awards 2023; No.1 Platform Technology, ForexBrokers.com Awards 2022; Best Mobile Trading Platform, ADVFN International Financial Awards 2022. Disclaimer: Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets, CFDs, OTC options or any of our other products work and whether you can afford to take the high risk of losing your money. Professional clients: Countdowns carry risk to any capital invested. These products are not suitable for all investors. CMC does not endorse, control or take responsibility for any third party content on or linked to this account. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed







