Investment Manager
6 months ago
*We're looking for a driven and dedicated Investment Manager. Are you looking to help shape the future of private lending in Canada?*
Are you someone who is driven, dedicated and, has a passion for driving sales and a knack for fostering relationships? Do you thrive in a fast-paced, dynamic team environment? CMI Financial Group (CMI) is looking for an Investment Manager to join our growing team.
*About CMI*
CMI Financial Group (CMI) is an award-winning leader in the Canadian non-bank financial services market. Our four interrelated companies work collectively to originate, underwrite, fund and service private mortgages end-to-end for mortgage brokers and investors. CMI is one of Canada's fastest-growing companies and a leader in private mortgage lending and investment solutions with more than $2 billion in lifetime fundings. Our mission is to revolutionize the private market by delivering innovative products and exceptional service. Our workplace culture thrives on the values of inclusivity, innovation and collaboration.
*Opportunity Summary*
Reporting into the Chief Compliance Officer & Executive VP and Quality, the Investment Manager will be primarily responsible for ensuring that sourcing, building and fostering relationships with potential investors looking for alternative investment opportunities across Canada
*Responsibilities*
- Build investor confidence in the company's vision and ability to deliver investor value;
- Deliver a uniquely personalized and customized experience to investors in our whole mortgage investment program, including the development of custom investment profiles;
- Create and present tailored investment opportunity proposals to current and potential new investors;
- Support investors' decision-making processes through individual meetings and meetings with senior leaders, as required;
- Develop a comprehensive investor relations framework and strategy;
- Source prospective investors by broadening awareness and interest through conferences, presentations, meetings, media, and other engagement methods, including prospecting calls in response to leads;
- Prepare for and host investor conference calls;
- In-depth understanding of the company's leaders, strategies, value proposition and product positioning, operating units, technologies, and financial performance expectations; remain current on company operations;
- Remain current on economic, political, regulatory, industry, and stock market outlooks;
- Build and maintain strong client relationships through clear and consistent two-way communication;
- Provide market insights to the executive management team, including financial trends, investor needs and concerns, competitor actions, and other insights that might impact the company;
- Collaborate with senior leadership in creating the company's external and internal messages and in ensuring that all company external and internal communications are integrated, consistent and fully aligned with the brand; and,
- Other duties as assigned.
*Qualifications*
- 3-5 years of experience in the relevant industry.
- Proven investment sales track record and the demonstrated ability to consistently meet performance KPIs.
- Exceptional relationship building skills and a proven ability to source and develop new investor relationships.
- Excellent written communication skills, with the ability to craft powerful and engaging messages that inspire others.
- Strong presentation skills in a variety of audience sizes and settings.
- Entrepreneurial with an advice-centric client-service mentality.
- Proven self-starter who can work in a virtual environment.
- Ability to excel under pressure.
- Ability to work autonomously, self-manage and problem-solve with limited leadership contact and oversight.
- Previous experience in the private lending and/or debt investment space would be an asset.
Kindly note that our office operates remotely, therefore all interviews are conducted either by phone or a video conferencing platform.
**Job Types**: Permanent, Full-time
**Salary**: From $150,000.00 per year
**Benefits**:
- Dental care
- Flexible schedule
- Paid time off
- Vision care
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Toronto, ON: reliably commute or plan to relocate before starting work (required)
- Application question(s):
- Do you have a Mortgage Broker License?
- Education:
- Secondary School (preferred)
Work Location: In person
-
Strategic Investment Manager
1 month ago
Old Toronto, Canada MFS Investment Management Full timeAbout the RoleWe are seeking a highly skilled Strategic Investment Manager to join our team at MFS Investment Management in Toronto, Canada. This is an exciting opportunity to work with our clients and intermediaries in a dual role, focusing on relationship management and sales.As a key member of our Institutional Sales Group Retirement team, you will be...
-
Client Relationship Manager
2 weeks ago
Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full timeUnlock New Opportunities in Asset ManagementThe Investment Management Corporation of Ontario (IMCO) is a leading multi-client asset manager, investing funds for public sector pensions and investment funds. We are seeking a seasoned Director, Business Management to join our Client Relationship Management team.This key role will lead the business management...
-
Senior Analyst, Investment Management
2 weeks ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeSenior Analyst, Valuations - Private InvestmentsFull-timeFunction: InvestmentsMake an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP...
-
Senior Investment Lawyer
4 weeks ago
Old Toronto, Canada Canada Pension Plan Investment Board Full time**Make a meaningful contribution to a global investment leader**At CPP Investments, we're committed to delivering strong returns for our beneficiaries and contributing to the long-term sustainability of the Canada Pension Plan. As a talented and energetic lawyer, you'll play a key role in our global legal team, providing strategic, creative, and commercial...
-
Investment Portfolio Strategist
2 weeks ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeAt Canada Pension Plan Investment Board, we're a professional investment management organization that globally invests the funds of the Canada Pension Plan to ensure its financial sustainability for generations of Canadians. With over $600 billion in assets under management, we're one of the world's most admired and respected institutional investors.We're...
-
Investment Manager
2 weeks ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeCPP Investments, a leading institutional investor, seeks an experienced Senior Analyst to join its Finance team. As a key member of the Valuations Group, you will be responsible for executing valuations for private equity investments, ensuring accuracy and reliability in financial reporting.Based in Toronto, with global offices, CPP Investments offers a...
-
Global Investment Lawyer
3 days ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeJob OverviewAt the Canada Pension Plan Investment Board (CPP Investments), we are seeking an exceptional and experienced Global Investment Lawyer to join our Toronto office.Salary Range:$200,000 - $350,000 per year, depending on experience.About the RoleWe are looking for a talented and commercially-minded lawyer with a global mindset to provide strategic,...
-
Global Investment Lawyer
4 weeks ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeJob Description: CPP Investments is seeking a dedicated and experienced lawyer to join our global legal team in Toronto. As a key member of our team, you will provide strategic and commercial support on a wide range of investment-related projects and enterprise matters.Key Responsibilities:Provide expert legal advice on structuring, regulatory matters, and...
-
High-Performance Investment Strategist
4 days ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeMake a lasting impact at Canada Pension Plan Investments, a global leader in institutional investing. With over $600 billion in assets under management, we're one of the world's most respected and admired investment organizations.We invest across regions and asset classes to build a globally diversified portfolio, holding assets in public equity, private...
-
Old Toronto, Canada Canada Pension Plan Investment Board Full timeMake a meaningful impact at a renowned investment organization.About the RoleWe are seeking an experienced Lead Credit Operations Manager to oversee our global credit investment operations. As a key member of our Technology & Operations department, you will be responsible for building and fostering strategic relationships across the organization to drive...
-
Lawyer - Investment and Enterprise Expert
3 days ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeCompany OverviewCPP Investments is a global investment organization with a dynamic environment that fosters growth and innovation. With assets under management exceeding $500 billion, we are one of the most respected institutional investors in the world.Our mission is to invest the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. We...
-
Old Toronto, Canada Canada Pension Plan Investment Board Full timeOverviewCPP Investments, a renowned global investment organization, is seeking a highly skilled Strategic Inclusion Manager to join our team. As a leading institutional investor, we manage over $600 billion in assets and are committed to fostering a culture of diversity, equity, and inclusion.Job DescriptionThe Strategic Inclusion Manager will play a crucial...
-
Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full timeAbout the OpportunityWe are seeking a highly skilled and experienced Senior Client Experience Manager to join our team at the Investment Management Corporation of Ontario (IMCO). In this critical role, you will be responsible for leading the Business Management function for our Client Relationship Management (CRM) team, enabling high-performing teams to...
-
Strategic Investment Leader for North America
6 hours ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeAt the Canada Pension Plan Investment Board, we are seeking an exceptional Strategic Investment Leader to join our Active Equities team in North America.Company OverviewWe are a professional investment management organization that invests the funds of the Canada Pension Plan (CPP) to ensure its financial sustainability for generations of working and retired...
-
Investment Specialist
2 days ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeSenior Analyst, Investment ManagementWe are seeking a highly skilled Senior Analyst to join our Valuations Group within Finance at the Canada Pension Plan Investment Board (CPPIB). The successful candidate will be primarily accountable for assisting in the modelling and report writing of private equity assets, including exercising sound judgment in...
-
Investment Manager
6 months ago
Toronto, Canada Canadian Mortgages Inc. Full time*We're looking for a driven and dedicated Investment Manager. Are you looking to help shape the future of private lending in Canada?* Are you someone who is driven, dedicated and, has a passion for driving sales and a knack for fostering relationships? Do you thrive in a fast-paced, dynamic team environment? CMI Financial Group (CMI) is looking for an...
-
Old Toronto, Canada Canada Pension Plan Investment Board Full timeMake an Impact at a Global Investment OrganizationCPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. With assets under management valued over $500 billion, CPP Investments aims to reach $3 trillion by 2050.The company attracts high-caliber...
-
Manager, Investments
6 months ago
Toronto, Canada Pier 4 Ltd Full time**Manager, Investments** **About Pier 4 REIT** At Pier 4 we're not just hiring we're building something great! We are looking for individuals who want to be part of our exciting journey. Pier 4 REIT is a Real Estate Investment Trust focused on acquisition of multi‐family residential properties. Our foundation is built on over 40 years in the real estate...
-
Manager, Investments
6 months ago
Toronto, Canada Pier 4 Ltd Full timeSalary: **Manager, Investments** **About Pier 4 REIT** At Pier 4 we're not just hiring we're building something great! We are looking for individuals who want to be part of our exciting journey. Pier 4 REIT is a Real Estate Investment Trust focused on acquisition of multi‐family residential properties. Our foundation is built on over 40 years in the real...
-
Investment Management Lead, Enabling Investments
6 months ago
Toronto, Canada KPMG Full timeOverview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Investment Management Office is part of the Global Investments and Growth Function in the Office of the Global COO. The role of the Investment Management Office...
