Institutional Sales Associate Asset Management
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P. Morgan Asset Management Canada through consultative client relationships and financial markets expertise. Support clients across Canada.
As an Institutional Sales Associate, you will help Client Advisors serve institutional clients and prospects. You will market and support J.
P. Morgan strategies while navigating broader capital markets. Success requires collaboration, strong communication, territory management, and knowledge of investment products.
Key Responsibilities
Develop relationships with clients, consultants, and institutional prospectsMaintain territory data accurately within the CRMCoordinate client communications, meetings, and eventsProvide responsive, thoughtful client serviceConvey Market Insights and investment resources to clientsRequirements:
Bachelor’s degree requiredThree or more years’ financial services experiencePassion for sales and financial marketsExcellent communication, presentation, and organizational skillsCSC Dealing Representative license within six monthsApply institutional sales, relationship management, and investment knowledge while supporting J.
P. Morgan strategies and Canadian clients.
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