Our client is an independent firm, they have complete freedom in what is best for their clients. For this reason they need to know that ensures integrity in each piece of advice they offer. That’s how our clients earn trust with their clients, and it’s how they have come to find success their approach. Our
clients high standards and integrity are fundamental to building trust and creating long-lasting relationships with their clients.
Inside / Outside Mutual Fund Wholesaler
As a Wholesaler you will market and sell our clients internal Pooled Funds to the street.
You will target Investment Advisors and Portfolio Manager that have High Net-worth Investor or clients.
In this role a rolodex of Investment Advisors and PM is a must to have.
Designing marketing campaigns to add assets of HNW clientele
Develop and follow up on leads within the local investment community.
Assist in the creation and execution of written communication campaigns to prospects.
Coordination of marketing strategies
Be highly responsive, the go-to contact for prospects looking for information.
Understand the products and services of an IIROC regulated firm as well as the offering of key
competitors and provide input to the executive and senior management
Keep PPWM abreast of what type of new product the investment community is looking for.
The successful completion of the CSC would be an asset.
Sales and Relationship Management experience of 5+ years with a strong ability to close.
Financial marketing experience and/or an understanding of the financial services industry is an asset, specifically IIROC regulated firms.
Self-motivated, enthusiastic and interested in working in an entrepreneurial environment.
Post-secondary degree in finance, communications, marketing or related field.
Strong communication skills (written and verbal)
Strong computer literacy and writing skills
Ability to work in a dynamic and changing environment
Able to work to tight deadlines and under pressure
Ability to work well unsupervised and with a team
Compensation & Benefits Overview
$100-160k + bonuses and commission
Mark Del Casale