Director, Client Solutions Trans-canada Capital

3 days ago

Dorval, Canada Air Canada Full time

**Description**

**Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for institutional investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With C$27 billion in assets under management (inclusive of leverage), more than 100 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of institutional investors seeking steady returns.**

We are seeking an entrepreneurial and experienced external wholesaler/ salesperson to generate sales and develop new business focusing on the Private Wealth Channel (including CIRO/IIROC & family offices) and other institutional investors.

Reporting to the Head of Canadian Sales, the role will include prospecting for new advisor clients, wealth gatekeepers, family offices and small-mid sized institutions across Canada. It will require in-depth knowledge of our fixed income and alternative products. The role can be based in Toronto or Montreal and will require travel.

**Roles and responsibilities**
- Successfully meet challenging sales targets and annual revenue goals
- Identify and pursue relationships with financial advisors, gatekeepers, family offices and small-mid sized institutions to uncover new business development opportunities
- Develop a strategic business plan and monitor progress
- Present TCC strategies to prospects
- Attend and present at relevant investment conferences
- Stay up to date with the various investment teams on trends, themes and new opportunities
- Populate the CRM system with prospect data, and provide sales reporting to management
- Work effectively within a collegiate and entrepreneurial team environment

**Qualifications**
- Minimum 5 years of experience as a successful salesperson in the Canadian investment industry with established financial advisor, family office and institutional relationships
- Experience in developing and executing a successful sales and marketing plan
- University degree; bachelor level required
- Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset.
- Bilingual (English and French) strong writing skills;
**Competencies**:

- Strong analytical skills and attention to detail
- Ability to work well independently and under pressure;
- Excellent written and verbal communication skills in French and English;
- Rigorous, disciplined and well organized;
- Team player, adaptability to work in a dynamic workplace; and
- Strong interpersonal skills.

**Office attendance and location**
- The position is based in downtown Montreal or Toronto
- This is position require 5 days of office attendance

**Conditions of Employment**:
**Linguistic Requirements**

**Diversity and Inclusion**

Trans Canada Capital Inc. is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees' unique contributions to our company's success.

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