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Investment Funds Sales Representative

2 months ago

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

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.
Requirements
  • 4-5 years of related financial services inside sales experience.
  • Undergraduate degree in Finance or Commerce.
  • Strong track record of academic achievement.
Qualifications and Competencies
  • Exceptional interpersonal and sales skills.
  • A positive and flexible attitude.
  • Good organizational skills and ability to set priorities and meet deadlines.
  • Proficient with Microsoft Office, including Excel and PowerPoint.
  • 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.
  • A good work ethic.
Our Offer
  • A comprehensive total rewards program including competitive base pay, bonus opportunities, and group benefits.
  • Compensation that varies based on skills and demonstrated experience of the applicant.
  • A progressive and high-performing team environment.
  • Ongoing mentoring and coaching.