North America Sales Representative for Financial Products

Trading Central; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading fintech company is seeking a North America Sales Representative for Financial Products based in Toronto, Canada. The role involves managing relationships with tier-1 distributors of ETFs and leading a local marketing initiative. Candidates should have over 5 years of experience with ETFs, excellent communication skills, and a customer-focused approach. This position requires frequent travel within Canada and possibly to France, emphasizing team management and proactive client engagement.

Benefits

Flexible work environment

Opportunities for career growth

Dynamic team culture

Qualifications

• 5+ years of experience in ETFs with equity brokers or banks.
• Strong commitment to providing value-added services.
• Fluent in English; French is a plus.

Responsibilities

• Manage relationships with tier-1 distributors.
• On-board and support clients throughout their journey.
• Lead a team focused on financial advisers.

Skills

Experience with Exchange Traded Funds (ETFs)

Excellent communication skills

Customer service orientation

Detail-oriented

Ability to build relationships

Fluent in English

Organizational skills

Education

Post-secondary education in Business or Finance

Tools

CRM systems

Job description

North America Sales Representative for Financial Products

TCFP Team

Who are we?

If you know someone who runs their own stock portfolio, then there's a good chance that they use our insightful investing analysis to help make their decisions! We have been successfully supporting investment decisions through innovation since 1999. Our award-winning fintech products, trusted by 300 of the world's leading brands and 100 million end users, combine Patented Software, Artificial Intelligence and Human Expertise.

With offices in Paris, London, Hong Kong, Shanghai, Cyprus, Ottawa; Sydney and Bucharest, we are truly a global team with an entrepreneurial startup company culture. Here at Trading Central, you get the opportunity to become familiar with the entire team and to see your projects through from concept to completion. We’re proud to create a friendly, social and intellectually challenging environment focused on building collaborative teams and personal career growth. We build personalized career paths for each employee and give you the tools, education, and opportunities to succeed.

Our work environment is fast paced and team oriented, encouraging creative problem solving, customer focus and a passion to advance your craft. We connect across our global offices every day to deliver on our mission to empower today’s investors with actionable, insightful analytics. This journey is filled with learning opportunities and challenges, which are balanced with an international friendly atmosphere. This position requires someone based in Toronto, Canada.

Who are you?

If you are, pro‑active and you have a ‘can do’ attitude/ outstanding problem‑solving skills (seeing challenges not problems), thinking outside the box, and you are interested in financial services environment and financial markets you will likely be a good fit in our team.

Main requirements:

• + 5 years of experience on Exchange Traded Funds (ETFs) listed and distributed in Canada, with equity brokers, banks and financial advisors. You have an overall understanding of the ETFs industry in the United States. You are familiar with pure indexing business, dedicated to players such as structured products issuers.
• A post‑secondary education in a relevant field (Business, Financial degree or similar)
• Excellent communication and presentation skills, both written & verbal.
• You have a quick eye for detail (keen observational skills)
• A customer service profile with a strong commitment to providing value‑added services to demanding, high profile customers
• Passionate about building and maintaining customer relationships with decision makers
• Technical understanding and autonomy is a must‑have
• Business travel is required (monthly throughout Canada, and once to twice a year in the US or Paris, France)
• Able to work within the company group’s requirements and regional team
• Good time management and excellent organizational and prioritising skills
• Fluent in English written and oral. A second language such as French would be an asset
• Based in Toronto, Canada. Frequent travels to Montreal (clients) and Ottawa (our Canadian office)

What will we do together?

You willjoin our Trading Central Financial Products (TCFP) team to manage existing relationship with tier‑1 distributors and open new distributors for our ETFs suite. You will lead our outsourced team based in Toronto, and will manage the retail marketing push.

Your main responsibilities will be:

• Engaging proactively with our existing clients on a regular basis to improve the relationship, diversify the nature of business streams from existing to include TCFP, and increase our placement capacity (through rebate, free brokerage etc) to develop Assets under Management (AuM).
• On‑board and support your clients / new clients (distributors, retail flow aggregators, and buy‑side entities in general) throughout their client journey.
• Leading the outsourced Toronto‑based team (3 people), dedicated to Trading Central and focusing on financial advisers: education, training, monitoring, adapting sales+product mix strategy where need be, and reporting. Proactively take action to improve efficiency.
• Managing the local retail marketing budget and initiatives, being public conference, advertising campaigns, press, and beyond.
• Ensuring the relationship with our Canadian third‑party white‑label asset manager (based in Toronto) in charge of issuance, listing and liquidity provision of our ETFs suite.
• Liaise with Ottawa‑based team, in particular sales, research and marketing, and with the TCFP European sales team.
• Proposing new strategies, investment themes, or ETFs local features, based on client feedback and your personal experience.
• Keeping an eye to the competition: products, pricing, management fee, MER…
• Maintaining and updating client records in our CRM systems.
• Assisting clients and escalating their queries to the relevant departments.
• Reporting and coordinating to and with the Head of Financial Products.

Ready to apply?

We invite you to submit your resume including a cover letter detailing how your skills and experience align with the qualifications and responsibilities listed for this position.

We thank all applicants; however only those selected for an interview will be contacted. Trading Central is committed to creating an inclusive environment where all team members and clients feel like they belong.