Executive Director, Alternative Assets – Quebec (Wealth Channel)

Forum Asset Management; Montreal; Remote; CAD 120,000 - 180,000; Full time

Job summary

Forum Asset Management is seeking a bilingual Executive Director focused on alternative assets in Quebec. This remote role involves leading business development and managing relationships with advisors, enhancing Forum's presence and market share in the wealth management channel. With a strong focus on sales and relationship-building, the successful candidate will drive growth and execute strategic initiatives across the province. A commitment to diversity and inclusive practices is essential.

Qualifications

• Minimum 5 years sales success in investment management.
• Deep knowledge of the Quebec advisor landscape.
• Exceptional bilingual communication and presentation skills.

Responsibilities

• Drive net sales and deliver on annual objectives.
• Develop a comprehensive territory plan for advisor engagement.
• Educate and influence investment advisors through presentations.

Skills

Sales Success

Investment Management Knowledge

Bilingual Communication

CRM Proficiency

Consultative Selling

Territory Management

Education

Bachelor's Degree

CSC Certification

CFA, CIM, or MBA (considered an asset)

Job description

Forum Asset Management - Executive Director, Alternative Assets – Quebec (Wealth Channel)

Location: Remote, Based in Quebec

Language Requirement: Bilingual – French and English (Fluent)

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 an experienced, bilingual Executive Director, Alternative Assets (Sales) – Quebec, to lead business development and advisor relationship management within the wealth management channel, including CIRO advisors and portfolio managers. This is a remote role based in Quebec with significant travel within the province.

Reporting to the Managing Director, Alternative Assets, this individual will be responsible for growing Forum’s market share across Quebec by driving sales of our alternative investment solutions. The successful candidate will lead all aspects of territory coverage – from advisor segmentation, strategic planning, and prospecting to consultative sales, education, and relationship stewardship.

Key Responsibilities

• Drive Net Sales: Deliver on annual sales objectives by identifying new business opportunities and expanding relationships with advisors across CIRO (bank and independent) platforms.
• Territory Ownership: Develop and execute a comprehensive territory plan focused on increasing advisor engagement and product penetration across Quebec.
• Advisor Engagement: Conduct one-on-one meetings, virtual presentations, and in-branch group sessions to educate and influence investment advisors.
• Channel Development: Cultivate strong working relationships with dealer head offices, product research teams, and branch leadership.
• Collaboration: Partner with Forum’s internal wholesaling, marketing, product, and operations teams to ensure advisors are supported with timely insights, tools, and service.
• Leadership & Coaching: Serve as a senior leader within the national sales team, mentoring associates and contributing to overall team development.
• Data-Driven Sales Execution: Use CRM data, territory analytics, and campaign results to inform decision-making and optimize coverage.
• Reporting & Feedback: Provide timely market intelligence, performance updates, and advisor feedback to senior leadership and product teams

Candidate Profile

• Minimum 5 years of proven sales success in investment management, with a focus on alternative strategies and wealth management distribution.
• Deep knowledge of the Quebec advisor landscape with established relationships across CIRO channels.
• Exceptional communication and presentation skills in both French and English.
• Proven ability to execute a consultative, value-added sales approach that builds long-term partnerships.
• Experience with CRM tools and territory management best practices.
• Entrepreneurial mindset, comfortable in a high-growth, fast-paced environment.
• Strong alignment with Forum’s culture of impact, accountability, and performance.
• Education: Bachelor’s degree required; CSC mandatory. CFA, CIM, or MBA designation considered a strong asset.
• Travel: Willingness to travel extensively within Quebec.

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].