Account Executive

Inovestor is a leading provider of information, insights, and solutions to optimize financial decision making. The 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.

Requirements

• Minimum 3-4 years of experience working in sales and/or finance role
• Bachelor’s Degree (Finance, Financial Planning or Accounting degree preferred)
• CSC, or CFP designations a plus
• Entrepreneurial-minded and thrives in a fast-paced and goal-driven environment
• Strong customer service or client-centric focus
• Effective planning, time management and organizational skills
• Outstanding communication (both oral and written) and collaboration skills
• Ability to express oneself perfectly and professionally (both orally and in writing) in English and French
• Experience with CRM software
• Focus, Passion, Driven and Proactivity

Benefits

• Three weeks paid time off the first year
• Medical, dental, life insurance and travel insurance