Strategic Investor Outreach Associate

Morrison Financial Services Limited; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

Morrison Financial Services Limited, a boutique financial services firm in Toronto, is seeking a Business Development Associate to drive investor outreach and secure initial meetings with potential investors. The role blends inbound concierge with proactive cold outreach to high-net-worth individuals, family offices, and wealth advisors.

You will work closely with management to develop strategies, manage outreach through LinkedIn, calls, and databases, and maintain CRM records.

Qualifications

• Bachelor's degree or equivalent business experience is required.
• 1–2 years of professional experience in sales or business development.
• Experience in financial services, investment, or real estate is a plus.
• Strong oral and written communication skills are essential.
• Excellent client service and relationship-building skills.
• Willingness to meet with clients outside standard hours.

Responsibilities

• Develop and implement outreach strategies to identify prospective investors.
• Engage high-net-worth individuals, family offices, and wealth advisors to generate meetings.
• Qualify prospects against investor guidelines and schedule introductory meetings.
• Act as a professional, high-touch representative of Morrison Financial Services.
• Support marketing in preparing materials for client prospecting and events.
• Record outreach and pipeline activity in the Morrison Financial CRM.

Skills

Sales

Business development

Networking

Communication

Client service

Word/Outlook

Education

Post-secondary degree or equivalent

Tools

CRM system

Office suite

Job description

Morrison Financial Services Limited, a boutique financial services firm in Toronto, is seeking a Business Development Associate to drive investor outreach and secure initial meetings with potential investors. The role blends inbound concierge with proactive cold outreach to high-net-worth individuals, family offices, and wealth advisors.

You will work closely with management to develop strategies, manage outreach through LinkedIn, calls, and databases, and maintain CRM records.