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Investment Funds Sales Professional
2 months ago
Caldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment Regulatory Organization (CIRO) channel.
Key Responsibilities- Conduct proactive call and sales campaigns to promote Caldwell Investment Management products to investment advisors, primarily within the CIRO channel.
- Source, evaluate, and connect with Investment Advisors by utilizing cold call techniques.
- Maintain in-depth knowledge of Caldwell products and initiatives.
- Answer existing and potential advisor/client questions and send additional information, as required.
- Assist in the development of literature for promoting products.
- Work closely and collaboratively with the Sales teams to organize campaigns and events for Investment Advisors.
- Update call/meeting activities and maintain accurate advisor records within our Client Relationship Management system on a timely basis.
- 4-5 years of related financial services inside sales experience.
- Undergraduate in Finance or Commerce.
- Strong track record of academic achievement.
- Qualifications and Competencies:
- Exceptional interpersonal and sales skills.
- Positive and flexible attitude.
- Good organizational skills and ability to set priorities and meet deadlines.
- Proficient with Microsoft office, including Excel and PowerPoint.
- Strong team player skills.
- Outstanding relationship building skills.
- The ability to partner with the business to achieve firm and team goals.
- Strong written and verbal communication skills.
- The ability to proactively identify issues and recommend solutions.
- Good work ethic.
- Entrepreneurial spirit.
Caldwell Investment Management Ltd. is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies. Established in 1980, Caldwell provides full-service investment management, advisory, and custodial services to individual and institutional investors.
CIM is a growing firm, which offers various differentiated strategies generally designed to provide clients with attractive long-term return potential and diversification benefits, with an emphasis on capital preservation.
Our Workplace: We are a highly engaged and growing team, where employees reach their full potential, consistently deliver high-quality client experiences, and produce significant results.
