Vice President, Investment Solutions

Guardian Capital Group; Calgary; On-site; CAD 110,000 - 130,000; Full time

Job summary

Guardian Capital Group Limited seeks a Vice President, Investment Solutions to lead sales and client servicing in the Prairies. As a senior member of the Retail Asset Management team, you will grow the business with new and existing financial advisors, delivering industry-leading service through data‑driven approaches and high-touch engagement.

The successful candidate will leverage extensive regional relationships to introduce Guardian’s investment solutions via virtual and in-person meetings,

Qualifications

• University degree in business, economics or finance.
• Minimum of 10 years of sales and servicing experience within the investment management community.
• CFA charter holder or CFA program enrollment is an asset.
• Certifications within the investment area (e.g. CSC).
• Knowledge of investment vehicles, including ETFs.
• Self-motivated with high activity levels.
• Creative problem solving and strong communication skills.
• Ability to present in front of groups.

Responsibilities

• Create and implement a plan to grow the retail business among investment advisors in the region.
• Use a technology-forward approach and digital tools to maximize sales opportunities.
• Leverage existing relationships and introduce Guardian solutions.
• Speak technically about Guardian’s products and approach versus peers.
• Collaborate with team members and share ideas and best practices.

Skills

Relationship building

Sales and servicing

Communication skills

Presentation skills

Data-driven selling

Education

University degree (business/economics/finance)

CFA charter holder or CFA candidate

CSC certification

Job description

Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and private high and ultra-high-net-worth clients through its subsidiaries. Guardian is headquartered in Canada and operates in Canada, the United Kingdom, the United States and the Caribbean. Guardian is a wholly owned subsidiary of Desjardins Global Asset Management Inc., which is part of the Desjardins Group. To learn more about Guardian, visit www.guardiancapital.com.

Our asset management division, Guardian Capital LP, is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds.

JOB STATEMENT:

GCLP has an immediate need for a Vice President, Investment Solutions to join our Retail Asset Management team, leading sales and servicing existing clients in the Prairies. As a senior member of this team, the successful candidate will lead and grow the business with new and existing clients and deliver industry-leading service. Sales will be digitally augmented with an emphasis on data. The successful candidate will have extensive relationships in the region that they can leverage to introduce Guardian’s investment solutions via virtual meetings and in-person meetings.

ESSENTIAL FUNCTIONS:

• Creating and implementing a comprehensive plan to grow the retail business among investment advisors in the region;
• Using a technology-forward approach and leveraging digital tools for maximizing sales opportunities;
• Leveraging existing relationships and introducing them to Guardian solutions;
• Being an expert in the team’s solution and being able to speak technically about Guardian’s products and approach versus our peers; and
• Collaborating with team members and sharing ideas and best work.

QUALIFICATIONS:

• University degree, preferably with a focus on business, economics or finance
• Minimum of 10 years of sales and servicing experience within the investment management community
• CFA charter holder or enrollment in the CFA program an asset
• Various certifications within the investment area (e.g. CSC)
• Knowledge of various investment vehicles, including ETFs, an asset
• Self-motivated and focused on a high level of activity
• Creative problem solving and strong communication skills
• Ability to present in front of small or large groups

COMPENSATION:

• The base salary range is expected to be between $110,000 - $130,000, with eligibility for a discretionary bonus.

PLEASE NOTE

All applications submitted are reviewed in detail by our HR team. In certain aspects of the hiring process artificial intelligence (AI) tools may be used, specifically for screening and assessments. These tools support our team and are used to help bring relevant criteria to the foreground and do not replace human judgment. We are committed to using AI responsibly, fairly, and in compliance with applicable employment and anti-discrimination laws. We regularly review these tools to help prevent bias or discrimination.