Investment Funds Sales Professional

3 days ago


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

We 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 funds
  • Build and maintain relationships with existing clients and prospects
  • Provide exceptional customer service and support to ensure client satisfaction
  • Stay up-to-date with industry trends and market developments to make informed sales decisions

Requirements:

  • Proven experience in the investment/mutual fund industry
  • Strong sales and communication skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Knowledge of financial products and services

What We Offer:

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


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