Investment Funds Sales Professional

2 days ago


Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time
Investment Funds Inside Sales Associate

We are seeking a highly motivated and experienced Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd.

The successful candidate will be responsible for the inside sales of our family of investment funds, leveraging their knowledge of the investment/mutual fund industry to drive sales growth.

Key Responsibilities:

  • Develop and execute sales strategies to achieve sales targets
  • Build and maintain relationships with existing clients and prospects
  • Provide exceptional customer service and support
  • Stay up-to-date with industry trends and developments

Requirements:

  • Proven experience in the investment/mutual fund industry
  • Strong sales and customer service skills
  • Ability to work in a fast-paced environment
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and bonus structure
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment

About Us:

Caldwell Investment Management Ltd. is a leading investment management company dedicated to providing exceptional investment solutions to our clients. We are committed to excellence and innovation in all aspects of our business.



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