Vice-President & Product Specialist (Senior Wholesaler)
2 weeks ago
Company 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)
Vancouver/Vancouver Island
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.
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