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About the Role

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 requirements.

Responsibilities

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.

Requirements

3–5 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.
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.

Skills

Bilingual (English/Chinese)
Relationship management
Business development
Execution support
Client retention
Revenue growth
Client engagement
Financial markets knowledge
Asset class knowledge
Analytical skills
Problem-solving skills
Numeracy skills
Communication skills
Interpersonal skills
Organization skills
Time management skills
Phone dealing
Platform support
CRM
KYC
KYP
Suitability requirements

Location

Toronto

Work Type

Permanent
Onsite
Full-time

Experience Level

3-5 years

Education Level

Post-secondary education in Business, Finance, Economics, or a related discipline

Benefits

Support for CIRO proficiency qualifications
LinkedIn Learning
Internal mobility
Training support
Birthday leave
Additional leave for each year of service
Comprehensive health and dental benefits
Wellness resources
Shares program
RRSP matching

About the Company

Global leader in CFD trading, committed to delivering the ultimate online trading experience through innovation, service excellence, and a growing product offering.
CMC Markets Canada Inc. is a CIRO member operating an execution-only platform for CFDs and OTC options.

Equal Opportunity

An equal opportunities employer committed to creating a diverse and inclusive workplace where people feel confident to be themselves, feel valued, and are empowered to do their best work.
Actively seek different perspectives because they lead to better outcomes for everyone.