Senior Wealth Sales & Relationship Executive

Stem Capital; Toronto; On-site; CAD 90,000 - 150,000; Full time

Job summary

Stem Capital is seeking a Sales Executive to focus on selling investment services to mid-to-high net worth individuals, primarily through face-to-face meetings and strategic networking. You will prospect, cultivate referrals, and build high-quality client relationships while managing the sales process through closure.

The role requires 5+ years of related experience, preferably in financial services, and the ability to work with clients with investable assets of $500,000 or more.

Qualifications

• 5+ years of related experience, preferably in financial services.

Responsibilities

• Sell investment services to high-net-worth individuals through direct prospecting and networking.
• Generate leads and manage the sales process through closure.
• Maintain periodic contact with clients and liaise between client and firm for activities such as setting up accounts and facilitating transactions.
• Represent personal financial planning within business councils and at community events.

Skills

Face-to-face meetings

Networking

Prospecting

Client relationship building

Lead generation

Sales closure

Education

Undergraduate degree

Job description

Stem Capital is seeking a Sales Executive to focus on selling investment services to mid-to-high net worth individuals, primarily through face-to-face meetings and strategic networking. You will prospect, cultivate referrals, and build high-quality client relationships while managing the sales process through closure.

The role requires 5+ years of related experience, preferably in financial services, and the ability to work with clients with investable assets of $500,000 or more.