Associate, Investor Relations (Inside Sales)

Forum Asset Management; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading asset management firm based in Toronto is seeking an Associate, Investor Relations. This role focuses on expanding their reach within the Canadian wealth management channel through business development and client relationship management. The ideal candidate will possess strong sales and communication skills, with a commitment to professional growth in the asset management industry.

Qualifications

• 1+ years of experience in sales or client service role in financial services.
• Strong business development orientation with a proven ability to initiate sales conversations.
• Exceptional verbal and written communication skills.

Responsibilities

• Conduct high-volume outbound calls and follow-up emails to investment advisors.
• Provide white-glove service to advisors including assistance with fund documents.
• Maintain up-to-date activity logs and pipeline details in Salesforce.

Skills

Business development

Sales communication

CRM management

Attention to detail

Education

Bachelor’s degree in Finance

CSC designation

Tools

Salesforce

Job description

Forum Asset Management - Associate, Investor Relations (Inside Sales)

Location: In-Office, 181 Bay Street, Toronto

Work Schedule: Full-time, in-office (5 days/week)

About Forum

Delivering Extraordinary Outcomes through Investment.

Forum Asset Management is a North American investor, developer, and asset manager with a 28-year track record of delivering long-term value through real estate, private equity, and infrastructure investments. We are a purpose-driven firm committed to sustainability, responsible investing, and making a positive impact in the communities where we invest.

With over $3 billion in AUM, Forum is one of Canada's most dynamic investment platforms. In 2024, we completed the country’s largest real estate transaction through our acquisition of Alignvest Student Housing, making us the largest owner and developer of Purpose-Built Student Accommodation (PBSA) in Canada. Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.4 billion, backed by a $3.5 billion development pipeline that spans coast to coast.

Forum is also building one of the fastest-growing self-storage platforms in Canada, focused on acquiring, developing, and operating institutional-grade storage facilities in undersupplied urban markets.

Our growth is fueled by our ability to identify structural real estate themes and deliver strategies that balance income, impact, and long-term value creation.

Forum is a values-led, high-performance organization. We embrace agility and innovation, and we strive to foster a team culture grounded in integrity, collaboration, humility, and results.

Position Overview:

Forum is seeking a highly motivated and energetic Associate, Investor Relations (Inside Sales) to join our growing private client team. Based in our downtown Toronto office, the Associate will play a critical role in expanding Forum’s reach across the Canadian wealth management channel, with a particular focus on prospecting, outbound sales activity, and call effectiveness.

Reporting to the Managing Director, Alternative Assets, this individual will work in close partnership with Executive Directors across assigned regions to uncover advisor needs, introduce Forum’s private alternative strategies, and support the client journey from discovery through to investment.

This is a high-activity, high-growth role ideal for someone looking to develop a long-term career in wholesaling, sales, or investor relations within the asset management industry.

Key Responsibilities

Business Development & Prospecting

• Conduct high-volume outbound calls and follow-up emails to initiate meaningful conversations with investment advisors.
• Book introductory and follow-up meetings for Executive Directors with both existing and prospective advisors.
• Drive advisor engagement across assigned territory by presenting value-add content, fund information, and thought leadership.
• Uncover advisor needs and identify alignment with Forum products and solutions.

Advisor Support & Relationship Management

• Provide white-glove service to advisors and their teams, including assistance with fund documents, investment materials, and subscription processes.
• Manage all inbound advisor queries and ensure timely resolution by liaising with fund operations and investor services.
• Support completion and tracking of subscription documents in partnership with Executive Directors and fund administrators.

Sales Operations & CRM Management

• Maintain up-to-date activity logs, call notes, and pipeline details in CRM (Salesforce).
• Generate and maintain dashboards to track outreach activity, advisor engagement, and fund adoption metrics.
• Prepare customized performance reporting, competitive positioning, and portfolio analysis to support advisor conversations.

Regional Sales Support

• Execute the territory business plan in collaboration with Executive Directors, contributing to key regional and national initiatives.
• Rotate coverage across all advisor segments, with a focus on converting emerging relationships into active supporters.
• Help coordinate territory events, webinars, and roadshows, and gain advisor commitment to participate.
  

Field Exposure & Development

• Participate in quarterly field visits to the assigned region to gain experience in in-person sales execution and deepen advisor relationships.
• Develop core sales competencies and industry knowledge to position yourself for future wholesaling roles within Forum.

Candidate Profile

• Bachelor’s degree in Finance, Marketing, Business, or a related discipline.
• CSC designation (or willingness to complete within first 6 months).
• 1+ years of experience in a sales, inside sales, or client service role in financial services; knowledge of Canadian wealth channels is an asset.
• Strong business development orientation with a proven ability to initiate and advance sales conversations.
• Highly organized with strong CRM habits and attention to detail.
• Exceptional verbal and written communication skills; comfortable on the phone and in written correspondence.
• Driven, entrepreneurial, and collaborative – thrives in a high-performance, client-focused culture.
• Committed to professional development and long-term career growth in sales or investor relations.
• Must be based in the Greater Toronto Area and available to work in-office 5 days per week.

At Forum, we encourage diversity. We are committed to an inclusive workplace that reflects our belief that diversity is central to building a high-performing team. Forum is an equal opportunity employer. We are committed to providing accessible employment practices. Should you require an accommodation during any phase of the recruitment process, please let the recruitment team [e-mail].