Relationship Executive

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 Canada CMC Markets Canada Inc. is a CIRO member operating an execution-only platform for CFDs and OTC options.

• 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.

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.

• Build and maintain strong relationships with assigned HNW and premium clients through regular calls meetings and proactive check-ins.
• Act as the primary day-to-day contact for client inquiries service needs platform support and execution-related requests in a non-advisory execution-only capacity.
• Develop a strong understanding of client objectives trading behaviours account structures and activity levels to deliver a tailored client experience.
• Respond to client needs promptly and professionally ensuring a seamless experience across onboarding engagement and retention.
• Proactively identify and help resolve client issues in coordination with internal stakeholders.

• Drive retention revenue growth and wallet share across an assigned premium client book.
• Identify upsell cross-sell referral and reactivation opportunities within the existing book.
• Develop and execute targeted engagement plans to increase client activity deepen relationships and reduce attrition risk.
• Monitor client activity trends and intervene early where engagement drops or retention risk is identified.
• Maintain a pipeline of opportunities and follow through on commercial actions that support book growth.

• Provide high-quality execution support including phone dealing and platform-related assistance in accordance with firm procedures and regulatory requirements.
• Educate clients on platform features order types and risk-control tools to improve the client experience and encourage deeper engagement.
• Maintain strong knowledge of global financial markets and relevant asset classes to support execution-only client conversations.
• Generate business through networking referrals and relationship-led business development.
• Partner with Marketing and Sales stakeholders to support premium segment initiatives onboarding and client outreach.

• Work closely with Trading Business Operations Compliance Technology and Marketing to deliver a seamless client experience and resolve issues effectively.
• Ensure all client interactions and outreach are conducted within a non-advisory framework and in line with CIRO CSA CASL PIPEDA and AML/ATF requirements.
• Maintain accurate CRM records of client interactions opportunities and activity.
• Track and report on key performance indicators including retention revenue growth client activity and pipeline progression.
• Share client feedback and market insights to support continuous improvement in service product and platform experience.

• 35 years of experience in derivatives and/or financial sales within a regulated dealer environment ideally across CFDs FX equities indices or options.
• 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 strong commercial instincts.
• Flexibility and willingness to work a non-standard schedule including evenings and weekends to support global market activity and client needs.
• Strong knowledge of global financial markets and asset classes with excellent analytical problem-solving and numeracy skills.
• Excellent written and verbal communication skills with the ability to explain complex concepts clearly and confidently.
• Strong phone presence interpersonal skills organization and time management.
• Post-secondary education in Business Finance Economics or a related discipline.
• 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.

• 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 is considered an asset