Vice-President & Product Specialist (Senior Wholesaler)

Ninepoint Partners; Vancouver; On-site; CAD 100,000 - 150,000; Full time

Job summary

An established industry player is looking for a dynamic Vice-President & Product Specialist to drive sales and build relationships in the investment sector. This role involves engaging with financial advisors, hosting events, and developing strategic business plans to enhance sales. The ideal candidate will have a strong background in finance, exceptional sales skills, and a passion for fostering client relationships. Join a forward-thinking firm that values innovation and offers a supportive team environment, competitive compensation, and a range of benefits designed to promote employee well-being and success.

Benefits

RRSP matching program

100% company-paid health and dental benefits

Vision Care

Disability Insurance

Life insurance

Paid Personal Days

$50 towards a monthly gym membership

Qualifications

• 3+ years of experience in relationship management within the investment industry.
• Strong skills in sales, relationship-building, and executing business plans.

Responsibilities

• Generate sales and develop new business focusing on IIROC and MFDA Channels.
• Maintain and service client relationships to increase sales and diversify products.

Skills

Sales Skills

Relationship Management

Interpersonal Skills

Business Planning

Education

University degree in Finance

Canadian Securities Course

CFA or CIM

Tools

CRM Systems

Job description

• Based in Toronto, Ninepoint Partners LP is one of Canada’s leading alternative investment firms with approximately $7 billion in assets under management & assets under administration.
• Committed to helping investors explore innovative ways to manage portfolio risk.
• Ninepoint Partners LP offers a diverse set of mandates including real assets, liquid alternatives and alternative income.

Vice-President & Product Specialist (Senior Wholesaler)

Role Description

We are seeking an external salesperson to generate sales and develop new business focusing on the IIROC and MFDA Channels. The role will include establishing long-lasting relationships, servicing existing advisor clients, as well as prospecting for new clients. It will require in-depth knowledge of our products, and advanced sales and interpersonal skills. It is a requirement that the candidate be based in Vancouver or Vancouver Island.

Key Accountabilities include but are not limited to:

• Arrange one-on-one or group meetings with financial advisors to promote the company’s products and services.
• Schedule and host events, roadshows, and portfolio manager meetings.
• Develop a strategic business plan twice a year with the team to increase sales from advisors within the territory.
• Segment the client base to define the service levels and to ensure sales from various distribution channels and firms.
• Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage.
• Work with the Marketing and portfolio management team to effectively communicate fund objectives and performance within the sales region.
• Data mine & populate the CRM system with all the information retrieved during meetings.
• Respond to client enquiries and follow up on leads.
• Present to advisors on new products, business-building ideas, and tax-planning strategies.
• Work effectively within a supportive team environment to meet and/or exceed company sales objectives.
• Special projects as required.

Qualifications

• University degree in Finance, Economics, or a complimentary business discipline.
• Canadian Securities Course is essential; CFA and/or CIM is also preferred.
• 3 years of relevant relationship management/industry experience in the investment industry.
• Established Portfolio Manager and/or Investment Advisor relationships.
• Strong relationship-building and relationship-management skills.
• Experience in developing and executing territory business plans.

Compensation

Base Salary $100K-$150K + commission.

Benefits include:

• RRSP matching program of 10% to a maximum of $1,500 per annum.
• 100% company-paid health and dental benefits.
• Vision Care.
• Disability Insurance.
• Life insurance.
• Paid Personal Days.
• $50 towards a monthly gym membership.

Equity, Diversity & Inclusion

The Company is committed to the fundamental principles of equal employment opportunity. We are committed to treating people fairly, with respect and dignity and to offer equal employment opportunities based on an individual's qualifications and performance — free from discrimination or harassment because of race, ancestry, place of origin, ethnic origin, colour, citizenship, religion, sex, sexual orientation, gender identity or gender expression, age, marital or same-sex partnership status, family status, disability and record of pardoned offences. This policy applies to all aspects of employment, including recruitment, hiring, placement, promotion, transfer, compensation, training, and education.

Each employee is important and accountable for the Company’s success and will be treated with respect and dignity.

Accessibility

Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

Ninepoint Partners does not accept unsolicited agency resumes or phone calls.