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Regional Wholesaler (Hybrid) – GTA West
Job summary
A leading financial services firm in Toronto is seeking a Regional Wholesaler to manage a geographic territory and support clients. The candidate should have a minimum of 4-5 years’ experience in sales within the asset management industry, strong client relationship skills, and a bachelor’s degree in business. This role includes conducting sales calls and collaborating with wholesalers to drive investment product initiatives. Competitive salary with performance bonuses and a retirement plan included.
Benefits
Qualifications
- Minimum 4-5 years of experience in a sales role in the asset management industry.
- Proven client relationship building and sales results.
- Excellent communication and time management skills.
- Ability to work independently and as part of a team.
Responsibilities
- Partner with a wholesaler to raise and keep assets within a geographic territory.
- Conduct proactive sales calls and support existing clients.
- Manage the sales pipeline for mutual funds, SMAs, and ETFs.
- Execute business plans to meet and exceed territory results.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.