Vice President, Institutional Sales

Nicola Wealth; Toronto; Hybrid; CAD 250,000 - 300,000; Full time

Job summary

An established industry player is seeking a dynamic Vice President for Institutional Sales to drive growth in their Institutional division. This role involves securing new client business and fostering relationships with key institutional decision-makers. With a strong emphasis on collaboration, the successful candidate will work closely with investment teams to propose tailored solutions for sophisticated clients. The position offers a competitive salary and a hybrid work model, allowing for a blend of in-office and remote work. If you're passionate about finance and have a proven track record in institutional sales, this opportunity is perfect for you.

Benefits

Profit sharing

Benefit programs

Share ownership program

Qualifications

• Minimum of 10 years in Canadian financial services with institutional sales experience.
• CFA or CIM designation is preferred.

Responsibilities

• Lead and shape growth in the Institutional service offering.
• Build relationships with key decision-makers in institutions.

Skills

Institutional Sales

Client Relationship Management

Financial Analysis

Investment Strategies

Networking

Education

CFA or CIM designation

10+ years in financial services

Job description

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About Nicola Wealth:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

About the Team:

In 2022 we launched Nicola Institutional, which as of Dec 2024 manages $2.5 billion in assets. This division connects our exceptional asset management offering to the institutional market. We are seeking an exceptional team member to join the growing Nicola Institutional division and contribute to its continued impact and growth.

Purpose of the Role::

The Vice President, Institutional Sales will play an instrumental role leading and shaping the growth our Institutional service offering. The VP will secure new institutional client business and build relationships with key decision-makers within these institutions and understand their complex investment needs. The successful incumbent will work with institutional investors to identify appropriate solutions to meet their investment needs while working closely with their finance committees and consultants. We are looking for a dynamic and entrepreneurial individual with a proven track record and extensive experience in Institutional Sales.

This Ontario-based position follows a hybrid work model that includes in-office work, field travel, and remote work from home.

Core Responsibilities:

• Working collaboratively across the firm to execute on our institutional strategy and grow our Institutional division.
• Winning new business and growing our clientele in the Foundation, Charitable Endowment, First Nations, University, Corporation, Pensions, Health & Wellness Plans and Single-Family Office market.
• Developing and strengthening client relationships and building new relationships via client referrals, centers of influence, networking and other business development opportunities.
• Responding to Request for Proposals (RFPs) and Due Diligence Questionnaires as required to secure new business.
• Working alongside the investment teams in our three asset management teams (Private Capital, Public Assets and Real Estate), propose customized investment portfolios with targeted solutions to sophisticated institutional clients, often with large account and complex account types.
• Preparing presentation material for existing and prospective clients.
• Continually working to improve existing processes and procedures to serve Nicola Wealth’s institutional client base.
• Working closely with the marketing and compliance solutions departments to create and develop new marketing material to aid in the development of new business.
• Maintaining and nurturing client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service.
• Establishing deep relationships with a sophisticated client base and guiding their asset allocation, and asset class understanding, while meeting their investment objectives.
  
  

Required Skills & Qualifications:

• A minimum of 10 years of experience in the Canadian financial service industry including institutional sales.
• CFA or CIM designation is an asset as registration in an advising role with a provincial securities commission is required.
• French language skills considered an asset.
  
  

Compensation & Benefits Package:

This position comes with a competitive base salary hiring range of $250,000 - $300,000; dependent on experience, skills, qualifications and internal equity.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [e-mail] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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