CMC Markets
Financial Services
RelationshipExecutive
Neural analysis suggests this role is
optimal for Mid candidates.
“Relationship Executive at CMC Markets. Skills: Relationship management, Business development, Client retention, Revenue growth. Deliver high-touch relationship management. Drive business development”
What You'll Achieve.
Client retention; Revenue growth; Wallet share growth; Increased client activity; Reduced attrition risk; Pipeline progression
Industry & Context.
Problem-solving skills
May require a flexible schedule, including rotating evening and/or weekend shifts, Bilingual (English/French or English/Chinese)
What They're Looking For.
Must Have
3–5 years of experience in derivatives and/or financial sales within a regulated dealer environment, Demonstrated success in premium client relationship management and B2C and/or B2B business development, Ability to thrive in a high-pressure, target-driven environment with resilience and commercial instincts, Flexibility and willingness to work a non-standard schedule, including evenings and weekends, Excellent written and verbal communication skills, phone presence, interpersonal skills, organization, and time management, Proven ability to execute client instructions accurately, including phone dealing where applicable, in accordance with CIRO rules and firm procedures, Familiarity with platform support, execution workflows, and communicating effectively with dealers and internal stakeholders
Nice to Have
CIRO proficiency, including the CIRE and Derivatives Exam, is preferred, or willingness and ability to obtain the required qualifications within a defined timeframe, Working knowledge of KYC, KYP, and Suitability requirements, and how they apply in an execution-only environment
What You'll Do.
Deliver high-touch relationship management
Drive business development
Provide execution support for HNW and premium clients
Retain and grow assigned client book
Deepen client relationships
Increase client engagement and trading activity
Identify wallet share opportunities
Generate new revenue through referrals and reactivation
Provide exceptional client experience
Build and maintain relationships with HNW and premium clients
Act as primary day-to-day contact for client inquiries
Respond to client needs promptly and professionally
Proactively identify and resolve client issues
and reactivation opportunities
Develop and execute targeted engagement plans
Monitor client activity trends
Maintain a pipeline of opportunities
Provide high-quality execution support
Educate clients on platform features
Maintain knowledge of global financial markets
Generate business through networking
Partner with Marketing and Sales stakeholders
Ensure all client interactions are conducted within a non-advisory framework
Maintain accurate CRM records
Track and report on key performance indicators
Share client feedback and market insights
How You'll Work.
Team & Collaboration
Work closely with Trading, Business Operations, Compliance, Technology, and Marketing to deliver a seamless client experience and resolve issues effectively; Partner with Marketing and Sales stakeholders to support premium segment initiatives, onboarding, and client outreach; Communicate effectively with dealers and internal stakeholders
Communication Scope
Excellent written and verbal communication skills; Ability to explain complex concepts clearly and confidently
Full Job Description
**ABOUT CMC MARKETS** If you believe everyone should have the opportunity to achieve their financial potential, you will thrive at CMC Markets. As a global leader in CFD trading, we are committed to delivering the ultimate online trading experience through innovation, service excellence, and a growing product offering. In Canada, CMC Markets Canada Inc. is a CIRO member operating an execution-only platform for CFDs and OTC options. **WHY YOU’LL LOVE WORKING AT CMC MARKETS** * Growth: Support for CIRO proficiency qualifications, LinkedIn Learning, internal mobility, and training support from our Learning & Development team * Team: A collaborative and diverse team environment with supportive leadership and a strong workplace culture. * Social: An in-house Culture Club that organizes team events, dinners, celebrations, and team-building activities. * Perks: Birthday leave, additional leave for each year of service, comprehensive health and dental benefits, wellness resources, a shares program, and RRSP matching. **THE OPPORTUNITY** We are seeking bilingual Relationship Executives (1 English/French + 1 English/Chinese) to join our Toronto team in a permanent, onsite role, working five days per week. To support our HNW and premium clients across global market hours, this position may require a flexible schedule, including rotating evening and/or weekend shifts. **ROLE PURPOSE** The Relationship Executive is responsible for delivering high-touch relationship management, business development, and execution support for HNW and premium clients. This role is focused on retaining and growing an assigned client book by deepening relationships, increasing engagement and trading activity, identifying wallet share opportunities, and generating new revenue through referrals and reactivation. The role operates within a non-advisory, execution-only environment and is expected to provide an exceptional client experience while adhering to all applicable regulatory and internal requirem
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