Executive Director, Institutional Investments
1 week ago
Walton Global is a leading real estate investment group with over 45 years of experience in creating land-based investments for individual and institutional investors worldwide.
About the RoleThe Executive Director, Institutional Investments is responsible for building relationships with potential clients and educating current advisors on our products. The main duties include traveling to assigned territories to meet with clients and pitch our platform.
The key responsibilities include:
Sales- Develop and execute business plans and sales strategies to achieve sales goals.
- Build a client base through prospecting and business development.
- Conduct sales calls and presentations to current and prospective clients.
- Provide support and service to an existing client base.
- Maintain and manage relationships with distribution partners.
- Assist with client inquiries and paperwork.
- Hold registration as an Exempt Market Dealing Representative.
- Represent our investments in a professional and compliant manner.
- Ensure maintenance of appropriate documentation.
To be successful in this role, you should have a minimum of 3 years sales experience in the financial services industry. You should also have strong business networks in institutional markets and the ability to travel.
You will need to possess advanced relationship management and interpersonal skills, as well as the ability to strategically leverage client relationships. Proficient in Microsoft Office Suite is also essential.
Salary InformationThe estimated salary for this role is $120,000 - $150,000 per year, depending on experience.
-
Executive Leadership Position
3 weeks ago
Calgary, Alberta, Canada Director File Full timeCompany OverviewWe are a dynamic organization, dedicated to driving our mission forward. Our team is seeking an experienced Executive Director to lead our organization and collaborate with our Artistic Director.SalaryThe estimated salary for this position is $100,000 - $120,000 per annum, depending on experience.Job DescriptionLead the Organization: As the...
-
Executive Director
1 month ago
Calgary, Alberta, Canada ExecThread Full timeThe ExecThread Faculty Association is seeking a visionary Executive Director to lead its daily operations. The successful candidate will oversee human resources planning, staffing, and member services, ensuring the Association's activities are effective and efficient. This role is pivotal in upholding the organization's mission to protect the rights and...
-
Strategic Investment Director
7 days ago
Calgary, Alberta, Canada Avenue Living Asset Management Full timeAvenue Living Asset Management is a leading alternative asset manager, dedicated to sourcing, analyzing, and strategizing long-term investments. With a unique approach that has led to rapid growth across North America, our firm represents one of Canada's largest players in the industry. Since 2006, we have acquired over $6 billion in assets under management...
-
Financial Strategy Director
1 month ago
Calgary, Alberta, Canada Ambrose University Full timeThe Director of Finance at Ambrose University is responsible for the financial stewardship of the institution. This role leads and coordinates the business planning, accounting, and budgeting efforts of Ambrose, executing complex financial analysis and developing financial planning processes.Key ResponsibilitiesEstablish a strong working relationship with...
-
Fidelity Investments Manager
4 weeks ago
Calgary, Alberta, Canada Fidelity Investments Full timeAbout the Role:The Manager, Client Services will lead the development and execution of strategic priorities for the Advisor Contact Centre and Transaction Processing functions in Calgary. This role is responsible for managing the day-to-day activities of the Calgary Client Services office, working with senior divisional management to implement changes that...
-
Senior Investment Director
3 weeks ago
Calgary, Alberta, Canada Mini Mall Storage Properties Full timeJob OverviewMini Mall Storage Properties, a leading self-storage company in North America, is seeking an experienced and results-driven Senior Investment Director. As part of our dynamic team, you will play a pivotal role in driving strategic investments and maximizing returns.
-
Financial Institution Executive Leader
7 days ago
Calgary, Alberta, Canada The Headhunters Recruitment Full timeWe are seeking a seasoned Financial Institution Executive Leader to spearhead our credit operations in Calgary, AB.The successful candidate will oversee lending, recoveries, credit risk, and banking operations, contributing to our institution's strategic direction as part of the executive team.Key ResponsibilitiesDevelop and execute strategies related to...
-
Calgary, Alberta, Canada Natural Factors Full timeCareersWe are headquartered in Toronto, the Canada Infrastructure Bank (CIB) is responsible for investing in new infrastructure projects. Our mission is to work with provincial, territorial, municipal, federal, Indigenous and private sector investor partners to transform the way infrastructure is planned, financed and delivered in Canada.The CIB enables...
-
Business Leadership Specialist
1 week ago
Calgary, Alberta, Canada Director File Full timeCompany Overview">The Executive Director plays a pivotal role in collaborating with the Artistic Director to drive the organization's vision, serving as the Chief Executive Officer accountable to the Board of Directors for all operations.This leadership position requires a highly motivated and self-directed professional with versatile skills to manage...
-
Business Development Manager
3 weeks ago
Calgary, Alberta, Canada Director File Full timeJob OverviewThe Executive Director is responsible for leading the organization in collaboration with the Artistic Director and serving as the Chief Executive Officer accountable to the Board of Directors for all operations of the CIVIC.This role requires a highly motivated, passionate, self-directed professional with multi-faceted skills to manage a wide...
-
Calgary, Alberta, Canada S.i. Systèmes Full timeWe are seeking an experienced National Events Director to join our team at S.i. Systèmes.About the RoleThe ideal candidate will have a proven track record of delivering successful events from concept to completion, with experience overseeing teams and coordinating with vendors to ensure alignment with our brand and objectives.ResponsibilitiesDevelop and...
-
Head of Infrastructure Investment
1 week ago
Calgary, Alberta, Canada Canada Infrastructure Bank Full timeUnlock the future of infrastructure investing with the Canada Infrastructure Bank (CIB) as a senior member of our investment team.About UsWe are a leading national institution responsible for investing in new infrastructure projects that drive economic growth, connect Canadians, and contribute to sustainability. Our mission is to work with public and private...
-
Executive Leadership
3 weeks ago
Calgary, Alberta, Canada ExecThread Full timeThe ExecThread company seeks a senior leader for the role of Strategic Operations Director. This position requires a seasoned professional with 15 years of experience in mortgage lending and underwriting within a federally regulated financial institution.Job DescriptionStrategic Oversight: The successful candidate will oversee lending, recoveries, credit...
-
Visionary Leader
4 weeks ago
Calgary, Alberta, Canada Director File Full timeWe are seeking an experienced Executive Director to lead our organization forward.The ideal candidate will possess strong leadership skills, including the ability to manage a wide range of roles and responsibilities in a small non-profit arts organization.Key Responsibilities:Lead the organization as Chief Executive Officer responsible for all...
-
Sales Director for Investment Products
4 weeks ago
Calgary, Alberta, Canada Norrep Capital Management Full timePosition OverviewWe are seeking a highly motivated Sales Director to join our team in Calgary, Alberta. As a Sales Director, you will play a key role in expanding sales growth and servicing the retail Investment Advisor channel for Norrep Capital Management's complete product lineup.About the RoleThis is an exciting opportunity for a seasoned sales...
-
Infrastructure Investments Director
1 month ago
Calgary, Alberta, Canada Ledcor Construction, Inc. Full timeJob Summary:As the Infrastructure Investments Director at Ledcor Construction, Inc., you will be responsible for leading and supporting the development and pursuit of opportunities to invest equity or raise financing in support of the company's core professional services as a design builder.Your primary responsibilities will include the comprehensive...
-
Infrastructure Investments Director
1 month ago
Calgary, Alberta, Canada Ledcor Construction, Inc. Full timeJob Summary:Overview of the RoleLedcor Construction, Inc. is seeking an experienced Infrastructure Investments Director to lead and support the development and pursuit of opportunities to invest equity or raise financing in support of our core professional services as a design builder.Key ResponsibilitiesManage all facets of a P3 project finance bid,...
-
Senior Director of Alternative Investments
3 weeks ago
Calgary, Alberta, Canada Staffing In Motion Full timeStaffing In Motion is seeking a seasoned Senior Director of Alternative Investments to lead our Canadian external wholesaling team based out of Calgary.About the Role:This pivotal position drives growth and expands market presence by developing and implementing sales strategies in the alternative investment space, aligning with company goals.Key...
-
Executive Director of Digital Innovation
3 weeks ago
Calgary, Alberta, Canada Manulife Full timeAbout the RoleManulife Financial Corporation is a leading international financial services group seeking an experienced Executive Director of Digital Innovation to lead and guide our Development Team in delivering business digital initiatives. This role requires a strong leader who can work with counterparts, engage in project planning, and design solutions...
-
Strategic Investment Director
3 weeks ago
Calgary, Alberta, Canada Mini Mall Storage Properties Full timeCompany Overview:Mini Mall Storage Properties is a rapidly growing self-storage company with operations across North America. Established in 2020, the company has successfully acquired storage facilities throughout the United States and Canada, with a team of experts spanning across 15 states and 7 provinces.The company's vision is to provide storage seekers...