Inside Sales, Skyline Capital

Skyline Group of Companies; Quebec; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading investment management organization is seeking a Bilingual Inside Sales professional to enhance client relationships and support investment advisors in Quebec. The role involves proactive sales, market insights coordination, and collaboration with the Group Capital team to drive growth. Ideal candidates will have a passion for investment management, strong communication skills, and a commitment to customer satisfaction. Join a dynamic team that values work-life balance and personal fulfillment.

Benefits

Competitive salary plus commissions

Benefits

Paid volunteer days

Group RSP

Ongoing training

Growth potential

Qualifications

• At least 3 years of related investment management experience.
• Knowledge of French and English to support clients.

Responsibilities

• Coordinate market insights and research materials for investment advisors.
• Educate and motivate investment advisors to strengthen relationships.
• Support Regional Vice President in client meetings and presentations.

Skills

Communication

Relationship Management

Sales

Customer Service

Education

Post-secondary degree

Financial services industry program course (CSC or CFA Level I)

Tools

CRM tools

Job description

Do you thrive in a fast-paced, professional, and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic, and determined people to join our Group Capital team!

This position would be based out of Quebec and would be remote.

Job Description

The Bilingual Inside Sales, Skyline Capital position will utilize their strong relationship management skills and experience to maintain the highest level of excellence in customer experience for investors while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people, and our communities.

What you will be doing :

1. Coordinate the production of market insights and specialized research materials aimed at informing current and prospective Investment advisors and Portfolio managers about Skyline's offerings.
2. Educate, train, and motivate Investment advisors and financial professionals to foster partnerships, strengthen relationships, increase Skyline’s market share in the territory, and develop high-quality leads for the Regional Vice-President.
3. Support the Regional Vice President in preparing for client meetings, roadshows, events, and presentations.
4. Collaborate with the Group Capital team to increase sales and market share through proactive sales calls with new and existing Investment advisors and Portfolio managers.
5. Develop and foster relationships with Advisors and Institutional firms with the goal of promoting Advisory and/or portfolio investment suite offerings.
6. Provide reliable and timely information to current and prospective investors and support their needs.
7. Maintain excellent customer satisfaction through quality client support.

What The Role Is All About :

1. Create and implement your business plan in collaboration with the Regional Vice-President for your assigned geographic territory.
2. Identify and pursue new business opportunities via proactive sales calls to investment advisors, uncovering and developing opportunities using conceptual selling techniques.
3. Advise and provide value-added ideas about Skyline products and services to support advisors in a changing business environment, building sales partnerships in your territory.
4. Support dealers and brokers regarding market and fund performance, and review portfolio profiles.

What Are The Qualifications :

1. Post-secondary degree required.
2. Successful completion of a financial services industry program course such as CSC or CFA Level I.
3. Willingness to pursue new ideas, motivated to achieve results, energetic, with strong verbal and written communication skills.
4. Interest and curiosity in capital markets and their relation to the fund industry.
5. Completion of CFA, CFP, or CIM is an asset but not required.
6. Knowledge of French and English to support Investment advisors, Portfolio managers, and team members within and outside Quebec.

What we look for :

1. Passion for investment management, finance, and economics.
2. Professionalism in service quality.
3. Personality with a great sense of humor and ability to make positive impressions.
4. Drive to communicate effectively face-to-face and over the phone.
5. Diligence in tracking sales activities, experience with CRM tools like Salesforce.
6. Knowledge of exempt market investments and proven financial advisory experience.
7. At least 3 years of related investment management experience.

Why you want to work here :

1. You excel at building relationships and providing excellent customer service.
2. You are eager to help grow a business you believe in and make a mark in a competitive industry.
3. You enjoy working with a team and collaborating.
4. Sharing your love of our products and engaging with others motivates you.
5. Supporting environmental and social responsibilities aligns with your values.
6. You seek an employer that values work-life balance and personal fulfillment.

The Skyline Group of Companies is a fully integrated investment management organization grounded in real estate, powered by people, and committed to growth and community.

We offer a competitive salary plus commissions, benefits, paid volunteer days, group RSP, ongoing training, growth potential, and more. Our culture empowers staff to contribute to vibrant communities.

Join Skyline - Grounded in real estate. Powered by people. Growing for the future!