Executive Director, Alternative Assets – Southwestern Ontario (Wealth Channel)

Forum Asset Management; Toronto; Hybrid; CAD 120,000 - 180,000; Full time

Job summary

Forum Asset Management seeks an experienced Executive Director for Alternative Assets to enhance business development within the wealth management channel in Southwestern Ontario. The role combines strategic planning, advisor relationship management, and leadership to drive sales of alternative investment solutions. This is a hybrid position requiring strong sales expertise and established industry connections.

Benefits

Inclusive workplace

Diversity commitment

Flexible working arrangements

Qualifications

• Minimum 5 years of investment sales experience in Canadian wealth management.
• Established relationships with CIRO advisors.
• Excellent communication skills in English.

Responsibilities

• Drive net sales and expand relationships with wealth advisors.
• Design a comprehensive territory plan to deepen advisor engagement.
• Lead one-on-one meetings and presentations to educate advisors.

Skills

Investment sales

Relationship management

Consultative selling

Presentation skills

Education

Bachelor’s degree

CFA / CIM / MBA

Tools

Salesforce

Job description

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

Location: Hybrid – Based in Southwestern Ontario, including the Greater Toronto and Golden Horseshoe area

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 Executive Director, Alternative Assets (Sales) – Southwestern Ontario, to lead business development and advisor relationship management within the wealth management channel, including CIRO advisors, portfolio managers, and discretionary teams. This is a hybrid role based in Southwestern Ontario, with a combination of in-office collaboration and frequent travel across the Greater Toronto and Golden Horseshoe regions.

Reporting to theManaging Director, Alternative Assets, the Executive Director will be responsible for growing Forum’s market share across this key territory by driving sales of our alternative investment solutions. The successful candidate will lead all aspects of regional sales coverage – from strategic planning, advisor segmentation, and business development to education, product positioning, and relationship stewardship.

Key Responsibilities

• Drive Net Sales: Achieve annual sales targets by identifying new business opportunities and expanding relationships with wealth advisors across CIRO (bank and independent) platforms.
• Territory Ownership: Design and execute a comprehensive territory plan to deepen advisor engagement and broaden product exposure in Southwestern Ontario.
• Advisor Engagement: Lead one-on-one meetings, branch sessions, and virtual or in-person presentations to educate and influence key advisors.
• Channel Development: Cultivate strong relationships with dealer home offices, product teams, branch managers, and due diligence personnel.
• Collaboration: Work closely with Forum’s internal wholesaling, marketing, operations, and product development teams to deliver seamless advisor support.
• Leadership & Coaching: Contribute to the national sales team’s growth by mentoring junior associates and participating in internal leadership initiatives.
• Sales Intelligence: Use CRM systems, pipeline data, and campaign results to inform decision-making and maximize advisor coverage and efficiency.
• Reporting & Market Feedback: Provide timely updates, performance insights, and advisor feedback to the senior leadership and product teams.
  

Ideal Candidate Profile

• Minimum 5 years of successful investment sales experience, with a focus on alternative strategies and the Canadian wealth management landscape.
• Established relationships with CIRO advisors and discretionary teams in Southwestern Ontario.
• Excellent communication and presentation skills in English.
• Deep understanding of advisor motivations, client needs, and portfolio construction considerations.
• Skilled in consultative selling with a long-term, relationship-first mindset.
• Experience with Salesforce (or other CRM platforms) and best practices in territory management.
• Entrepreneurial and self-motivated, with the ability to thrive in a high-growth, high-performance environment.
• Education: Bachelor’s degree required; CSC mandatory. CFA, CIM, or MBA is an asset.
• Travel: Willingness to travel frequently throughout the Golden Horseshoe and surrounding areas.

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].