Institutional Equity Sales

Oakbridge Search Partners; Toronto; Sur place; CAD 90 000 - 140 000; Plein temps

Résumé du poste

Oakbridge Search Partners in Toronto is seeking a Sales Associate for its institutional equity desk focused on mining. You will support senior sales staff, pitch ideas, and help market equity financings while building your own coverage over time.

The role offers mentorship from senior professionals, exposure to mining executives and global investors, and a clear path to developing your own client book in a fast-paced, boutique environment.

Qualifications

• 2–8 years in capital markets, in institutional equity sales, sales trading or client-facing roles.
• Canadian securities licensing completed or in progress (CSC and CPH or CIRO-registrable); US Series 7 (and 63) a strong asset.
• Mining or commodities knowledge a meaningful plus; genuine interest in resources essential.
• Degree in commerce, finance, economics, geology or mining engineering; CFA progress an asset.
• Polished communicator with presence in front of fund managers and executives.

Responsabilités

• Support senior salespeople covering institutional accounts (Canada and abroad).
• Pitch research ideas, company news and new issues; build own coverage over time.
• Help market equity financings and track book-building and allocations.
• Organize and attend roadshows, site visits and investor meetings with mining management teams.
• Prepare morning notes, trading commentary and client materials.
• Keep CRM, client feedback and order records accurate and compliant.
• Represent the firm at industry events such as PDAC.

Connaissances

Capital markets experience

Institutional equity sales

Client-facing role

Strong communicator

Formation

Relevant degree in commerce/finance/economics/mining

Outils

Canadian securities licenses (CSC/CPH) / CIRO-registrable

US Series 7 & 63

Description du poste

Associate, Institutional Equity Sales Associate (Mining)

Location: Toronto, ON (in office)

About the firm

Oakbridge Search Partners is conducting a confidential search for a Toronto-headquartered independent investment dealer focused exclusively on global mining. The firm provides research, institutional distribution, financing and advisory to small and mid-cap resource companies, and its lean, entrepreneurial team gives junior people real client exposure quickly.

The opportunity

Our client is adding a Sales Associate to its institutional equity desk. This role suits an ambitious, early-career professional who wants to build a book and grow into a senior mining salesperson, working alongside experienced sales, research and banking professionals from day one.

What you will do

• Support senior salespeople covering institutional accounts (resource, generalist and hedge funds, family offices) in Canada and abroad
• Pitch research ideas, company news and new issues, building your own coverage over time
• Help market equity financings and track book-building and allocations
• Organize and attend roadshows, site visits and investor meetings with mining management teams
• Prepare morning notes, trading commentary and client materials
• Keep CRM, client feedback and order records accurate and compliant
• Represent the firm at industry events such as PDAC

What you bring

• 2 to 8 years in capital markets, ideally institutional equity sales, sales trading, research or a client-facing role at a dealer or fund
• Canadian securities licensing completed or in progress (CSC and CPH or equivalent, CIRO-registrable); US Series 7 (and 63) a strong asset
• Mining or commodities knowledge a meaningful plus; genuine interest in resources essential
• Degree in commerce, finance, economics, geology or mining engineering; CFA progress an asset
• Polished communicator with presence in front of fund managers and executives

Who succeeds here

Someone competitive, self-motivated and eager to be measured on results, who is comfortable on the phone and sees this as the start of a long career on a sales desk.

What is offered

• Direct mentorship from senior sales and research professionals
• Early exposure to mining executives, global investors and live transactions
• A clear path to building your own book