Vice President, Investment Solutions (Eastern Canada)

Guardian Capital Group; Halifax; On-site; CAD 120,000 - 180,000; Full time

Job summary

Guardian Capital Group seeks a Vice President, Investment Solutions to enhance its Retail Asset Management team. This senior role focuses on leveraging existing relationships and utilizing digital tools to drive sales among investment advisors on the east coast. The ideal candidate will possess extensive experience in the investment management field, strong communication skills, and a proven track record of delivering exceptional service to clients.

Qualifications

• Minimum of 10 years of sales and servicing experience in investment management.
• Knowledge of various investment vehicles, including ETFs.

Responsibilities

• Creating and implementing a comprehensive plan to grow the retail business.
• Using a technology-forward approach to maximize sales opportunities.
• Collaborating with team members to share ideas and best practices.

Skills

Creative problem solving

Strong communication skills

Self-motivated

Ability to present

Education

University degree in business, economics or finance

CFA charter holder or enrollment in CFA program

Various certifications in investment area (e.g. CSC)

Job description

JOB STATEMENT:

Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its subsidiaries. As of December 31, 2024, Guardian had C$169.0 billion of total client assets while managing a proprietary investment portfolio with a fair market value of C$1.2 billion. Founded in 1962, Guardian’s reputation for steady growth, long-term relationships and its core values of authenticity, integrity, stability and trustworthiness have been key to its success over six decades. Its Common and Class A shares are listed on the Toronto Stock Exchange as GCG and GCG.A, respectively. 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.

Guardian Capital LP has an immediate need for a Vice President, Investment Solutions to join our Retail Asset Management team, leading sales and servicing existing clients on the east coast. 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:

Commensurate with experience