Investment Funds Inside Sales Associate

Caldwell Investment Management Ltd.; Toronto; On-site; CAD 55,000 - 70,000; Full time

Benefits offered by this job

Comprehensive total rewards program

Bonus opportunities

Group benefits

Progressive team environment

Ongoing mentoring and coaching

Job summary

A leading investment management firm in Toronto is seeking an Investment Funds Inside Sales Associate to join its Sales Team. The successful candidate will have 4-5 years of financial services inside sales experience and will be responsible for promoting investment products to advisory groups. This role offers a competitive salary ranging from $55,000 to $70,000+ with bonus opportunities based on performance. The firm emphasizes a positive work environment with ongoing mentoring and professional development.

Qualifications

• 4-5 years of related financial services inside sales experience.
• Strong track record of academic achievement.

Responsibilities

• Conduct pro-active call and sales campaigns to promote products.
• Source and connect with Investment Advisors via cold calls.
• Maintain knowledge of products and initiatives.
• Answer advisor/client inquiries and provide additional info.
• Assist in product literature development.

Skills

Exceptional interpersonal and sales skills

Good organizational skills

Strong written and verbal communication skills

Proficient with Microsoft Office

Positive and flexible attitude

Education

Undergraduate in Finance or Commerce

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Overview

We are looking for an Investment Funds Inside Sales Associate to join our Sales Team. We are seeking job candidates with experience in the investment / mutual fund industry. The successful candidate will be responsible for inside sales of Caldwell’s family of investment funds. The candidate will be a key member of the sales and marketing team, responsible for executing strategies to increase assets under management and promote Caldwell’s investment products to advisory groups working primarily within the Canadian Investment Regulatory Organization (CIRO) channel.

Key Responsibilities

• Conduct pro-active call and sales campaigns to promote Caldwell Investment Management products to investment advisors, primarily within the CIRO channel.
• Source, evaluate and connect with Investment Advisors by utilizing cold call techniques.
• Maintain in-depth knowledge of Caldwell products and initiatives.
• Answer existing and potential advisor/client questions and send additional information, as required.
• Assist in the development of literature for promoting products.
• Work closely and collaboratively with the Sales teams to organize campaigns and events for Investment Advisors.
• Update call/meeting activities and maintain accurate advisor records within our Client Relationship Management system on a timely basis.

Education and Experience

• 4-5 years of related financial services inside sales experience
• Undergraduate in Finance or Commerce
• Strong track record of academic achievement

Qualifications and Competencies

We are seeking job candidates who possess the following qualifications and competencies:

• Exceptional interpersonal and sales skills
• A positive and flexible attitude
• Good organizational skills and ability to set priorities and meet deadlines
• Proficient with Microsoft office, including Excel and PowerPoint
• The ability to partner with the business to achieve firm and team goals
• Strong written and verbal communication skills
• The ability to proactively identify issues and recommend solutions
• A good work ethic

Our Offer

• A comprehensive total rewards program including competitive base pay, bonus opportunities and group benefits
• Compensation that varies based on skills and demonstrated experience of the applicant
• Compensation includes: A salary of $55,000 - $70,000+ plus a bonus (up to 100% of salary), based on performance and other qualitative achievements
• A progressive and high-performing team environment
• Ongoing mentoring and coaching

About Caldwell Investment Management Ltd.

Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.

CIM is a growing firm, which offers various differentiated strategies generally designed to provide clients with attractive long-term return potential and diversification benefits, with an emphasis on capital preservation.

Our Workplace

Join Caldwell and be part of our highly engaged and growing team, where employees:

(i) reach their full potential,

(ii) consistently deliver high-quality client experiences; and

Caldwell does not use artificial intelligence to screen job applicants.

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Caldwell Investment Ltd. is committed to the principles of employment equity and diversity.

We thank all applicants. Only those selected for an interview will be contacted.