Regional Sales Manager

Canoe Financial; Toronto; On-site; CAD 154,000 - 203,000; Full time

Job summary

A leading investment management firm in Toronto seeks a Regional Sales Manager to support business development and maintain relationships with investment advisors. The ideal candidate will have a university degree, at least 3 years of sales support experience, and knowledge of capital markets. This full-time role offers a competitive salary ranging from $154,000 to $202,100.

Qualifications

• Minimum of 3 years previous experience providing sales/client support to investment advisors.
• Keen interest and knowledge of capital markets - both fixed-income and equities.
• Working knowledge of National Instrument NI 81-105 is an asset.

Responsibilities

• Build and maintain strong business relationships to meet sales goals.
• Support business development and marketing activities for retail investment.
• Collaborate with the sales team on strategies and organizing meetings.

Skills

Sales support to investment advisors

Prospecting activities

Organizational skills

Multi-tasking

Sales development

Education

University Degree

Canadian Securities Course preferred

Tools

Salesforce

Microsoft Office

Morningstar

Job description

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Canoe Financial is one of Canada’s fastest-growing independent mutual fund companies, managing over $20.5 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. Canoe Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal.

Description

The Regional Sales Manager (Internal Wholesaler) is responsible for supporting the business development and administrative / marketing activities for the retail investment within his / her determined territory. Located in our downtown Toronto office, working in partnership with the District Vice President, the successful candidate will build and maintain strong business relationships in order to meet and exceed established sales goals, quotas, targets or objectives within their regional territory.

Responsibilities

Focus on service and business development support with a strong emphasis on prospecting activities to financial advisors.

• Introduction calls to all referrals / prospects
• Arrange meetings for sales professionals
• Follow-up calls after all sales meetings
• Interact with investment advisors to provide investment and value add solutions for their clients
• Support / partner with investment advisors – providing up to date portfolio and market information, and marketing ideas
• Work closely and collaboratively with your sales team – organizing meetings, events, campaigns
• Leverage all tools, resources, and analytics available in order to support the District Vice President and advisors effectively
• Coordinate various administrative tasks and ensure the appropriate follow up
• Attend sales meetings with sales professionals as required
• Collaborate with the sales team in the development and implementation of sales strategies

Experience and Requirements

University Degree

Canadian Securities Course preferred

Minimum of 3 years previous experience providing sales / client support to investment advisors

Keen interest and knowledge of capital markets – both fixed-income and equities

Ability to multi-task and work with tight deadlines

Interest and ability in sales development

Organizational skills to effectively manage a territory activity rotation

Results-oriented, ability to work under pressure and manage priorities

Working knowledge of Salesforce, Microsoft Office, and Morningstar is an asset

Knowledge of National Instrument NI 81-105 is an asset

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Investment Management

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