Regional Vice President, Capital Raising

Skyline Group of Companies; Oakville; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading investment management firm in Oakville is seeking a Regional Vice President, Capital Raising. This role involves maximizing sales of products to Investment Advisors while ensuring exceptional customer experiences. The ideal candidate will have at least 5 years of investment management experience, strong relationship management skills, and a relevant university degree. The position offers competitive compensation and a supportive work culture.

Benefits

Competitive compensation

Benefits package

Paid volunteer day

Group RSP

Ongoing training

Growth potential

Qualifications

• Minimum 5 years of related investment management or asset management experience.
• Excellent verbal and written communication skills.
• Proven experience in providing financial advice.

Responsibilities

• Maximize sales of Skyline products to Investment Advisors and Financial Planners.
• Create and maintain the highest level of excellence in customer experience.
• Develop understanding of the service needs of Portfolio Managers and Investment Advisors.

Skills

Client Relationship Management

Verbal communication

Written communication

Investment management knowledge

Problem-solving

Presentation skills

People skills

Education

University Degree (Business, Economics, Accounting, Finance)

Canadian Securities course

CIM/CFA designations

Tools

Salesforce

Job description

Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills?Do you have an entrepreneurial mindset? If so, we're growing and seekingpassionate, energetic and determined people to joinour Skyline Capital team!

This position would be based out of Oakville.

Job description

The Regional Vice President, Capital Raisingposition will utilize their strongrelationship management skills and experienceto maximize sales of Skyline products to Investment Advisors and Financial Planners, while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.

What you will be doing:

• Create and maintain the highest level of excellence in customer experience in all aspects of the interactions between Skyline Capitaland its clients.
• Wholesaling and representing Skyline productswhere approved to other bank-owned brokerage firms, independent investment management firms, pension funds and family offices through our class F and I offering.
• Develop a thorough understanding of the investment, business development and service needs of Portfolio Managers and Investment Advisors by maintaining regular contact with them in both business and social interactions.
• Seeking advisor interest in firms where we are not approved.

What we look for:

• Passion -for investment management,financeand economics.
• Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
• Personality - you're the individualwith agreat sense of humour that everyone wants to talk to! Not only do you know how to make a positive first impression, you know how to make it last.
• Drive- you're aseasoned traveler who knows that being in front of an investor is one of the best ways to communicate. You’re also not afraid to pick up the phone or present to an audience.
• Diligence- you understand that being thoroughis crucialwhen tracking sales activitiesand you have experience withClient Relationship Management (CRM) tools likeSalesforce.
• Language - excellent verbal and written communication skills.
• Knowledge- of exempt market investmentsand proven experience in providing financial advice. You also have the ability to problem solve and plan effectively and independently.
• Experience- at least 5 years relatedinvestment management or asset management experience.
• Education- aUniversity Degree (Business, Economics, Accounting, Finance),completion of Canadian Securities course, CIM/CFA designations preferred.

Why you want to work here:

• You are the epitome of a people person and much like your humble demeanor, providing excellent customer service comes second nature to you.
• Relationships are important to you and you know how to build trust especially over the phone and face to face.
• You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.
• You get a thrill from working with a great team and enjoy collaborating with others.
• Schmoozing is fun for you and sharing your love of our exempt market products with others is why you get out of bed in the morning.
• Workingfor a growing company that supports environmental stewardship and social responsibilities is a must for you. Learn more about our sustainability commitments here.
• You want to work for an employer that supports work-life balance and truly cares that you are fulfilled in your life.

The Skyline Group of Companies is a fully integrated investment management organization: grounded in real estate, powered by people, and growing for the future. Every aspect of Skyline is managed with the utmost care and attention to detail, from consulting with investors to fostering a sense of community at each and every one of its properties.

We offer our employees a competitive compensation, benefits, paid volunteer day, group RSP, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.

Join Skyline - Grounded in real estate. Powered by people. Growing for the future!