PenderFund Capital Management

District Vice President

PenderFund Capital Management

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$100,000 - CA$120,000 per year

Job Level

Lead

About the role

  • 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

  • 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
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salescapital marketsstock marketsbond marketsmutual fundsalternative investment products
Soft Skills
interpersonal skillscommunication skillsteamworkproactiveself-startermotivationdedicationcreativity
Certifications
CFAMBACFPCIM