Inside Sales, Skyline Capital, Bilingual

Skyline Group of Companies; Quebec; Remote; CAD 65,000 - 85,000; Full time

Job summary

A capital management firm in Quebec is seeking a Bilingual Inside Sales professional to enhance customer experiences for investors. This role requires a strong background in relationship management and at least 3 years of investment management experience. The ideal candidate will have a post-secondary degree and completion of a financial services program, along with fluency in French and English. Opportunities for growth and competitive benefits await the right candidate.

Benefits

Competitive salary

Benefits package

Paid volunteer day

Ongoing training

Growth potential

Qualifications

• Post-secondary degree is required.
• Successful completion of a financial services industry program course is required: CSC or CFA Level I.
• Knowledge of French and English is required.

Responsibilities

• Coordinate production of market insights.
• Educate and motivate investment advisors.
• Support the Regional Vice President in client meetings.

Skills

Relationship management

Strong communication skills

Knowledge of capital markets

Client relationship management

Problem solving

Education

Post-secondary degree

Completion of CSC or CFA Level I

Tools

Salesforce

Job description

Overview

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.

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

What you will be doing

• Coordinate the production of market insights and specialized research materials aimed at information current and prospective Investment advisors and Portfolio managers on Skyline's offerings.
• Educate, train and motivate Investment advisors and financial professionals to foster partnerships and stronger relationships, to increase Skyline’s market share in the territory and develop high quality leads for the Regional Vice-President.
• Support the Regional Vice President in the preparation of client meetings, roadshows, events, and presentations.
• Collaborate with the Group Capital team to increase sales and market share by conducting proactive sales calls with new and existing Investment advisors and Portfolio managers.
• Develop and foster relationships with Advisors and Institutional firms with the goal of getting Advisory and / or portfolio investment suite offerings.
• Provide reliable and timely information to current and prospective investors and support prospective and existing investors.
• Provide client support to maintain excellent customer satisfaction.

What the Role Is All About

• Create and implement your business plan in collaboration with the Regional Vice-President, for your assigned geographic territory.
• Identify and pursue new business opportunities through proactive sales calls to new and existing investment advisors by uncovering and developing opportunities through proactive sales calls and utilizing conceptual selling techniques.
• Advise & give value-add ideas about Skyline products & services to support advisors in an ever-changing business environment by initiating proactive sales calls to build a sales partnership with advisors in your territory.
• Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles.

What Are The Qualifications

• Post-secondary degree is required.
• Successful completion of a financial services industry program course is required: CSC or CFA Level I.
• A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written.
• An interest and curiosity in capital markets and how they relate to the fund industry.
• Completion of the CFA, CFP or CIM would be an asset but not required.
• Knowledge of French and English is required to support Investment advisors and Portfolio managers and Team members within and / or outside the province of Quebec.

What we look for

• Passion - for investment management, finance and economics.
• Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
• Personality - you're the individual with a great sense of humour that everyone wants to talk to! Not only do you know how to make a positive first impression, you know how to make it last.
• Drive - you're a seasoned traveler who knows that being in front of an investor is one of the best ways to communicate. You’re also not afraid to pick up the phone or present to an audience.
• Diligence - you understand that being thorough is crucial when tracking sales activities and you have experience with Client Relationship Management (CRM) tools like Salesforce.
• Knowledge - of exempt market investments and proven experience in providing financial advice. You also have the ability to problem solve and plan effectively and independently.
• Experience - at least 3 years related investment management experience.

Why you want to work here

• You are the epitome of a people person and much like your humble demeanor, providing excellent customer service comes second nature to you.
• Relationships are important to you and you know how to build trust especially over the phone and face to face.
• You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.
• You get a thrill from working with a great team and enjoy collaborating with others.
• Schmoozing is fun for you and sharing your love of our exempt market products with others is why you get out of bed in the morning.
• Working for a growing company that supports environmental stewardship and social responsibilities is a must for you. Learn more about our sustainability commitments here.
• You want to work for an employer that supports work-life balance and truly cares that you are fulfilled in your life.

Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.

We offer our employees competitive pay, benefits, paid volunteer day, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.

Come be a part of Skyline – Building Careers and Communities!

Seniority level : Mid-Senior level

Employment type : Full-time