Regional VP, Capital Raising — Investor Relations Leader

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

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.