Investment Funds Inside Sales Specialist

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

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.