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Chief Sales Strategist

2 months ago

Old Toronto, Canada Norrep Capital Management Full time

About the Role:

We are seeking a highly skilled and experienced Chief Sales Strategist to join our team at Norrep Capital Management. In this role, you will be responsible for expanding sales growth and servicing the retail Investment Advisor (IIROC & MFDA) channel for our complete retail product lineup, including mutual funds and alternative funds.

Key Responsibilities:

  • Conduct sales meetings and presentations with Advisors promoting NCM investment products
  • Maintain a high level of sales activity in the territory to ensure that NCM investment products remain top of mind for the existing NCM Advisor network and through cultivation of a prospect channel of new advisor and platform relationships
  • Develop a strategy to achieve weekly sales activities objectives
  • Record daily activities using Salesforce (CRM)
  • Develop effective and professional working relationships with NCM's investment management team, inside sales team and other NCM partners
  • Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with the NCM sales team, and provide sales strategies, concepts, marketing ideas and support

Requirements:

  • University degree in Finance or equivalent industry education (CFP or CIM designation is a great asset)
  • Minimum of 5 years wholesaling or advisor experience in the retail financial services industry, including previous sales and client service experience utilizing mutual funds, ETFs, alternative funds, and other products
  • A minimum of 10 years of experience in the Investment industry, in sales and service related areas
  • Business planning skills is an asset
  • Proven and demonstrated track record of a structured sales process and executing a sales strategy with measurable results
  • Excellent English verbal, written communication, and presentation skills
  • Self-motivated with strong self-management ability
  • Capable of applying information about the economy, competitor products and services and other financial information to influence sales

What We Offer:

  • Estimated salary range: $120,000 - $180,000 per year, based on location and experience
  • The opportunity to work with a leading investment management company
  • A dynamic and supportive team environment

Location: Greater Toronto Area - East