Investment Sales Senior Associate

4 weeks ago

Toronto, Ontario, Canada Collins Recruitment Group Full time

About Collins Recruitment Group: We are a leading firm specializing in private equity and real estate investment solutions tailored for Canadian investors.

Position Overview: The Investment Sales Senior Associate serves as a licensed Dealing Representative, possessing a deep understanding of our real estate investment offerings. This role requires expertise in the investor subscription process, compliance with Exempt Market Dealer regulations, and the ability to evaluate investor suitability effectively. We are looking for a driven individual with a strong work ethic, high motivation, and a commitment to achieving sales excellence. Your primary focus will be on cultivating new business relationships within the investor community. A strong character and a commitment to client care are essential, as the firm’s reputation with clients, partners, and regulators is of utmost importance.

Key Responsibilities:

  • Building and expanding a personal business pipeline through diverse channels and actively enhancing your professional network.
  • Establishing a direct client base and identifying new opportunities with external partners.
  • Assessing client requirements and aligning them with the firm’s investment solutions.
  • Meeting and exceeding monthly and annual sales objectives.
  • Collaborating with marketing and communications teams to develop advertising and content aimed at Canadian investors.
  • Gaining a comprehensive understanding of approved investment products.
  • Participating in and organizing corporate events as necessary.

Required Qualifications:

  • Completion of the Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency Course.
  • Exceptional client service skills with the confidence to manage client interactions effectively.
  • A post-secondary degree or equivalent business experience.
  • 3 to 5+ years of experience in financial services or real estate investment sales, particularly in client-facing roles, with a robust client network.
  • High performance standards and a commitment to investing the necessary time to achieve results.
  • An entrepreneurial mindset with a desire for continuous improvement.
  • A commitment to providing credible, proven, long-term wealth solutions to clients.
  • Outstanding communication skills, both written and verbal, along with excellent presentation abilities.

Compensation Package:

We offer a competitive earning structure, including a base salary complemented by sales commissions and bonuses.

  • Senior Investment Associate

    6 days ago

    Old Toronto, Ontario, Canada Senior Care Authority of Inland Empire, CA Full time

    Job Title: Senior Investment AssociateJob Type: Permanent Full-timeThe OpportunityThe Senior Care Authority of Inland Empire, CA is seeking a highly skilled Senior Investment Associate to join our team. As a key member of our investment team, you will be responsible for investing in and structuring proposals for infrastructure projects that align with our...

  • Senior Investment Associate

    1 week ago

    Old Toronto, Ontario, Canada Senior Care Authority of Inland Empire, CA Full time

    Job Title: Senior Investment AssociateJob Type: Permanent Full-timeThe OpportunityThe Senior Care Authority of Inland Empire, CA is seeking a highly skilled Senior Investment Associate to join our team. As a key member of our investment team, you will be responsible for investing in and structuring proposals for infrastructure projects that align with our...

  • Senior Sales Associate, Investment Sales – Toronto, ON

    6 days ago

    Toronto, Ontario, Canada Lee & Associates Full time

    Senior Investment Sales Representative OpportunityThe Lee & Associates Toronto office is seeking a seasoned and experienced Senior Investment Sales Representative to join our team of professionals.We offer a unique structure that provides top performers with the opportunity for ownership as principals, including profit share in their local office. This...

  • Senior Sales Associate, Investment Sales – Toronto, ON

    1 week ago

    Toronto, Ontario, Canada Lee & Associates Full time

    Senior Investment Sales Representative OpportunityThe Lee & Associates Toronto office is seeking a seasoned and experienced Senior Investment Sales Representative to join our team of professionals.We offer a unique structure that provides top performers with the opportunity for ownership as principals, including profit share in their local office. This...

  • Senior Investment Manager

    2 weeks ago

    Toronto, Ontario, Canada MFS Investment Management Full time

    About the RoleMFS Investment Management is seeking a highly skilled and experienced professional to join our team as a Senior Investment Manager. This is a unique opportunity to work with a leading investment management company and contribute to the growth and success of our business.Key ResponsibilitiesDevelop and implement sales strategies to achieve sales...

  • Senior Sales Director, Institutional Investments

    1 week ago

    Old Toronto, Ontario, Canada MFS Investment Management Full time

    Job SummaryMFS Investment Management Canada is seeking a highly skilled and experienced Managing Director, Institutional Sales to join our team. As a key member of our sales and business development team, you will be responsible for developing and implementing sales strategies to drive growth and expansion in the Canadian market.Key ResponsibilitiesDevelop...

  • Senior Investment Manager

    1 week ago

    Toronto, Ontario, Canada MFS Investment Management Full time

    About the RoleMFS Investment Management is seeking a highly skilled and experienced professional to join our team as a Senior Investment Manager. This is a unique opportunity to work with a leading investment management company and contribute to the growth and success of our business.Key ResponsibilitiesDevelop and implement sales strategies to achieve sales...

  • Investment Funds Inside Sales Associate

    2 weeks ago

    Toronto, Ontario, Ontario, Canada Caldwell Investment Management Ltd. Full time

    We are looking for an Investment Funds Inside Sales Associate to join our Sales Team. We are seeking job candidates with experience in the investment / mutual fund industry. The successful candidate will be responsible for inside sales of Caldwell’s family of investment funds. The candidate will be a key member of the sales and marketing team, responsible...

  • Investment Funds Sales Professional

    3 days ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleWe are seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd.Key Responsibilities:Develop and execute sales strategies to promote Caldwell's family of investment fundsBuild and maintain relationships with existing clients and prospectsProvide exceptional customer service...

  • Investment Funds Sales Professional

    4 days ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleWe are seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd.Key Responsibilities:Develop and execute sales strategies to promote Caldwell's family of investment fundsBuild and maintain relationships with existing clients and prospectsProvide exceptional customer service...

  • Senior Investment Associate

    3 days ago

    Toronto, Ontario, Canada Flow Capital Full time

    About Flow CapitalFlow Capital is a leading investor in high-growth new economy companies across Canada, the US, and the UK. We specialize in venture debt and innovative revenue royalty investment structures, targeting a large addressable market of primarily technology and tech-enabled companies seeking capital.Our Investment FocusWe invest in companies with...

  • Senior Investment Associate

    4 days ago

    Toronto, Ontario, Canada Flow Capital Full time

    About Flow CapitalFlow Capital is a leading investor in high-growth new economy companies across Canada, the US, and the UK. We specialize in venture debt and innovative revenue royalty investment structures, targeting a large addressable market of primarily technology and tech-enabled companies seeking capital.Our Investment FocusWe invest in companies with...

  • Investment Funds Sales Professional

    6 days ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell 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...

  • Investment Funds Sales Professional

    6 days ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell 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...

  • Investment Funds Sales Professional

    1 week ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell 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...

  • Investment Funds Sales Professional

    6 days ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell 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...

  • Investment Funds Sales Representative

    5 days ago

    Old Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell 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...

  • Investment Funds Sales Representative

    5 days ago

    Old Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell 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...

  • Senior Investment Associate

    5 days ago

    Toronto, Ontario, Canada Flow Capital Full time

    **About Flow Capital**Flow Capital is a leading investor in high-growth new economy companies in North America and the UK. We utilize innovative investment structures, including venture debt and revenue royalty investments, to support the growth of technology and tech-enabled businesses. Our investment portfolio has exceeded $125M, and we are seeking to...

  • Senior Investment Associate

    5 days ago

    Toronto, Ontario, Canada Flow Capital Full time

    **About Flow Capital**Flow Capital is a leading investor in high-growth new economy companies in North America and the UK. We utilize innovative investment structures, including venture debt and revenue royalty investments, to support the growth of technology and tech-enabled businesses. Our investment portfolio has exceeded $125M, and we are seeking to...