District Vice President

PenderFund Capital Management

District Vice President managing sales for Ottawa, Montreal, and Toronto regions in asset management. Building relationships with investment advisors and driving sales growth in the territory.

Posted 4/14/2026full-timeRemote • 🇨🇦 CanadaLead💰 CA$100,000 - CA$120,000 per yearWebsite

About the role

Key responsibilities & impact

Expand and maintain high quality business relationships with Investment Advisors by ensuring on-going product and sales support to existing clients.
Identify and pursue new relationships and opportunities with prospective clients within the territory to drive sales.
Arranges one-on-one, group and/or branch meetings with financial advisors to promote new and existing company products.
Service and educate advisors through presentations, branch meetings and road shows.
Assist advisors with business building strategies.
Consistently achieve or exceed activity targets and sales goals.
Maintain detailed notes within CRM of meetings, conversations, and all types of interactions with clients and prospects.
Works extensively and within a team environment to meet and/or exceed company sales objectives.
Contribute to the overall PenderFund team by participating in initiatives, developing and sharing information on best practices and sales strategies.

Requirements

What you’ll need

Minimum 3+ years experience in a sales role in the asset management/investment industry.
University degree preferred or equivalent work experience.
Completion of or working towards an advanced certification preferred, CFA, MBA, CFP or CIM.
Strong interest and knowledge in capital markets, particularly of the stock and bond markets and how they relate to mutual funds and alternative investment products.
Ability to keep up-to-date on past, current and future trends in the financial services industry.
A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated and energetic.
Strong interpersonal and communication skills – both verbal & written.
Individual contributor who excels in a team environment.
Proactive, self-starter with the ability to use their initiative in maximizing sales.
Proficient with Salesforce and Microsoft Office particularly Excel, Outlook, Word, PowerPoint and SharePoint.
Ability to travel extensively.
French is an asset.

Benefits

Comp & perks

Great compensation (competitive base plus commission and bonus) & benefits package which includes an employee RRSP matching program.
Ongoing training to develop market and product knowledge and sales skills.
Opportunities for ongoing professional development and career advancement.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

salescapital marketsstock marketsbond marketsmutual fundsalternative investment products

Soft Skills

interpersonal skillscommunication skillsteamworkproactiveself-startermotivationdedicationcreativity

Certifications

CFAMBACFPCIM