Manager - Investor Relations

3 months ago

Toronto, Canada True North Mortgage Full time

Would you like to be proud of where you work and the products you sell? How about enjoying coming to work every day while being well compensated for your performance?
If you answered “Yes” to the above, then consider joining Canada’s most innovative company in the mortgage industry
At True North Mortgage we put the customer experience first We do this by offering the best rates on full-featured mortgage products exclusive to True North Mortgage. Plus, we are committed to making our agents the best in the biz by giving them the tools and support needed to provide superior advice and to get the job done fast and efficiently. Banks are boring, we are different
**Your Role**:
Working within our wholly owned subsidiary Morcado Trust, this is a unique career opportunity at True North Mortgage spanning Real Estate, Mortgages and Investor Relations. You will be cultivating enduring connections, forging strong, lasting relationships with clients, investors, and stakeholders alike.
The Manager - Investor Relations is a key individual contributor, working towards increasing sales, market penetration and market share in Western Canada. Reporting directly to the senior leadership, this role works collaboratively with the Investor Relations Leads, Communications and Operations to achieve significant sales targets.
**The Job**:
**In this developing role, you will be responsible for**:
**Primary Accountabilities**:

- Territory Management: Solicit and onboard investors for the purchase and sale of qualified syndicated mortgages offered on a non-wholesale basis to individual investors within defined Sales Territories.
- Client Service: Address the related needs of investors, ensuring orders are solicited from qualified investors, complying with suitability rules and all applicable laws and regulations.
- Target Achievement: Meet established weekly, monthly, and quarterly sales activity targets.
- Reporting and CRM: Submit weekly activity reports to Management and record sales activities using client relationship management software.
- Business Planning: Collaborate with the Operations/ Investor lead teams to execute an annual territory business plan focused on long-term investor growth relationships and driving sales results.
- Market Knowledge: Maintain a comprehensive understanding of True North Mortgage, Qualified Syndicated Mortgage Offerings, market trends, and investor trends.
- Marketing Initiatives: Develop and implement an annual business plan with marketing initiatives, sales penetration goals, and a territory coverage plan.

**Additional Accountabilities**:

- Complies with all policies and procedures, work rules, and standard operating procedures.
- Safeguards the interests of our clients, the business, and our people.
- Completes other related duties as required.

**Knowledge, Skills & Abilities**:

- Superior interpersonal, influencing, and relationship management skills.
- Ability to work independently and as part of a team.
- Excellent written and verbal communication skills.
- Exceptional time management skills with the ability to multitask and prioritize a diverse workload.
- High degree of personal and professional integrity, ethical, and credible.
- Ability to manage challenging workloads in an entrepreneurial environment and deliver results.
- Proficient in Microsoft Office.

**Nice to Haves**:

- Experience in Investor Relations, Syndicated Mortgages or Financial Advisory Services.
- Registered Mortgage Broker or the ability to license as a Mortgage Broker.
- Analytically sales minded.
- Strong Communicator.
- Understanding of the Mortgage Investment ecosystem.
- Bachelor’s degree in a related field.
- 5-7 years of sales experience in the financial services industry is an asset.

**What we Offer**:

- Competitive salary with medical and dental benefits paid for by the employer.
- Diverse work environment.
- Modern lounge outfitted with table tennis (ping pong for those of us less serious about the sport) and a games room.
- Rapidly growing organization.
- Professional team with a shared perception of how things are done.
- Learning and Development including online training and conferences.

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