Title Specialist, Sales Development

Overview

Connecting clients to markets – and talent to opportunity

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The Stone

X Group is made up of four segments that offer endless potential for progression and growth.

Business Segment Overview

Retail:
Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.

Position Purpose: The Sales Development Specialist plays a critical role in converting digitally-sourced prospects into active trading clients. This position focuses primarily on warm leads—individuals who submitted an application on 's website—and ensures a seamless onboarding experience. Acting as the first point of contact, the specialist educates clients on ’s products, platforms, and regulatory requirements while guiding them through account activation and funding.

The successful candidate must be an excellent communicator via phone, email, etc. and a self-driven individual in managing their client book. Conversion into a permanent role is contingent on completion of regulatory proficiency requirements including CIRE and Derivatives Exams by CIRO (Canadian Investment Regulatory Organization).

Primary duties will include:

• Contact applicants who have submitted live account applications (warm leads only)
• Conduct outbound calls and follow-ups via email and chat to assist with account completion
• Address Not-In-Good-Order (NIGO) applications and guide clients through KYC requirements
• Explain ’s trading platforms, tools, and product offerings (FX and CFDs)
• Provide guidance on funding options, platform navigation, and basic trade execution
• Communicate regulatory requirements under CIRO and internal compliance standards
• Facilitate account opening, funding, and readiness for trading
• Track and manage client progress through CRM (Salesforce) and ensure timely updates
• Collaborate with internal teams (KYC, Financial Operations) to resolve onboarding issues
• Engage clients in meaningful dialogue to understand their trading goals
• Identify cross-sell opportunities for additional services or education to enhance client experience
• Meet or exceed monthly conversion and deposit KPIs
• Maintain accurate records of interactions and outcomes in Salesforce

To land this role you will need:

• Bachelor’s degree in Business, Finance, or related field
• 2+ year experience in FX or CFD sales, brokerage, or financial services with proven success
• Strong communication and interpersonal skills
• Proficiency in Microsoft Office and CRM systems (Salesforce, MS Dynamic)

What makes you stand out:

• Bilingual (English and Mandarin/Cantonese) preferred

Education / Certification:

• Must obtain CIRO licensing (CIRE, Derivatives Exam) within 60 days of hire

Working environment:

• 4 days per week onsite, 1 day per week remote
• Ability to thrive in a fast-paced, target-driven environment

Hiring Salary Range $60,000 CAD - $80,000 CAD (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.