Regional Wholesaler (Hybrid) – GTA West

Capital Group; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Regional Wholesaler to manage a geographic territory and support clients. The candidate should have a minimum of 4-5 years’ experience in sales within the asset management industry, strong client relationship skills, and a bachelor’s degree in business. This role includes conducting sales calls and collaborating with wholesalers to drive investment product initiatives. Competitive salary with performance bonuses and a retirement plan included.

Benefits

Individual annual performance bonus

Annual profitability bonus

Retirement plan with 15% employer contribution

Qualifications

• Minimum 4-5 years of experience in a sales role in the asset management industry.
• Proven client relationship building and sales results.
• Excellent communication and time management skills.
• Ability to work independently and as part of a team.

Responsibilities

• Partner with a wholesaler to raise and keep assets within a geographic territory.
• Conduct proactive sales calls and support existing clients.
• Manage the sales pipeline for mutual funds, SMAs, and ETFs.
• Execute business plans to meet and exceed territory results.

Skills

Sales skills

Client relationship building

Communication skills

Time management

Leadership skills

Education

Bachelor’s degree in business

MBA

CIM or CFP certification

Job description

A leading financial services firm in Toronto is seeking a Regional Wholesaler to manage a geographic territory and support clients. The candidate should have a minimum of 4-5 years’ experience in sales within the asset management industry, strong client relationship skills, and a bachelor’s degree in business. This role includes conducting sales calls and collaborating with wholesalers to drive investment product initiatives. Competitive salary with performance bonuses and a retirement plan included.