Senior Director, Sales

Portland Investment Counsel Inc.; Burlington; On-site; CAD 125,000 - 150,000; Full time

Job summary

An asset management firm in Burlington, Ontario is seeking a Senior Director, Sales to develop business relationships with broker/dealer organizations and family offices. The role involves achieving sales goals and promoting investment products. Candidates should have at least 5 years of financial services experience and strong customer service orientation. Bilingualism (French and English) is an asset. The position offers a full-time role in a dynamic environment with competitive compensation and benefits.

Benefits

Group health benefit plan

RSP matching

Training and development reimbursement

Social and wellness events

Qualifications

• Minimum 5 years of previous financial services experience.
• Minimum 3 years of direct selling experience.
• Extensive knowledge of the financial services industry.
• Ability to travel is a requirement.

Responsibilities

• Develop business by achieving sales goals.
• Maintain strong relationships with various distribution channels.
• Make sales presentations to dealer representatives and family offices.
• Provide service to dealer representatives and family offices.
• Promote Portland’s current and new products.
• Develop marketing programs with dealer representatives.

Skills

Achievement Orientation

Business Acumen

Commitment to Continuous Learning

Customer Service Orientation

Flexibility

Impact and Influence

Relationship Building

Self-Confidence

Education

Canadian Securities Course

Bilingualism (French and English)

Job description

Portland Investment Counsel I nc. (a wholly owned subsidiary of the global conglomerate Portland Holdings) is an asset management firm providing a differentiated approach to servicing the needs of the affluent investor.

We are looking for a Senior Director, Sales candidate and invite you to become part of this fast-paced, dynamic and strongly entrepreneurial environment which will provide you with challenges and opportunities leading to professional growth and personal development. We offer competitive compensation including an excellent group health benefit plan, RSP matching, training and development reimbursement, social and wellness events and the opportunity to be part of a very successful organization.

Scope

This role is responsible for developing business with broker / dealer / insurance distribution organizations as well as family offices. The position maintains strong relationships with various distribution channels and continuously communicates Portland’s investment philosophy and mission.

Our mission is to provide all wealth-seeking clients, institutions, and advisors with access to unique opportunities to co-invest with Portland Holdings in high quality private and alternative investments typically reserved for the affluent and institutional investor.

Essential Functions

Develop business by :

• Achieving sales goals
• Maintaining strong relationships with the various distribution channels primarily those focusing on alternative investments
• Make sales presentations to dealer representatives and family offices
• Provide service to dealer representatives and family offices
• Promote Portland’s current and new products in an ethical and positive manner
• Develop marketing programs and provide assistance with these programs in the field with dealer representatives and family offices
• Achievement Orientation - A concern for working well or surpassing a standard of excellence
• Business Acumen - The ability to understand the business implications of decisions and the ability to strive to improve organizational performance
• Commitment to Continuous Learning - Taking action to continuously learn in order to improve individual professionalism and effectiveness within the organisation
• Customer Service Orientation - Focusing one’s efforts on discovering and meeting the customer’s or client’s needs
• Flexibility - The ability to adapt to and work effectively within a variety of situations, and with various individuals or groups
• Impact and Influence - Implies an intention to persuade, convince, influence, or impress others in order to get them to go along with or to support the speaker’s agenda
• Relationship Building - The ability to build, maintain and manage ethical relationships, networks or contacts with people who are helpful in achieving work-related goals
• Self-Confidence - A belief in one’s own capability to accomplish a task and select an effective approach to a task or problem

Education :

• Canadian Securities Course required
• Bilingualism (French and English) would be an asset in the Quebec market

Work Experience :

• Minimum 5 years of previous financial services experience.
• Minimum 3 years of direct selling experience.
• Extensive knowledge of the financial services industry.

Ability to travel is a requirement of this position

Qualified applicants should email resumes along with a cover letter to [e-mail]. We thank all applicants in advance, however, only those individuals selected for an interview will be contacted.

At Portland, we support diversity and equity.We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation,physical or mental disability.

We respect the dignity and independence of persons with disabilities.Accommodations are available on request for candidates taking part in all aspects of the selection process. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If contacted for an interview, please inform us should any accommodation be required.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

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