Vice President, Business Development

Company Description

We continue to grow

Twenty-five years ago, Veritas Investment Research flipped the equity research model on its head - instead of giving away research and making money through banking relationships, we used our independence to produce high-quality research that we could sell to clients. That model still stands today, with Veritas having grown to become Canada's largest independent equity research firm. Veritas is best known for our bold calls, such as our warning on Valeant before it collapsed 90%, and advising to sell cannabis stocks throughout the entire IPO mania. However, we wouldn't consider ourselves pessimists so much as pragmatists - our research BUY recommendations have outperformed the S&P/TSX index by a 3.37% CAGR while our SELLS have underperformed by 5.19% CAGR. Being independent gives us the power to say things that others can't or won't.

Eight years ago, Veritas Asset Management was established, founded on the belief that superior investment research leads to better investment decisions. Veritas Asset Management offers actively managed solutions designed to reduce volatility, lower risk, and maximize returns. Our mission is to be the #1 source of trusted, independent research and asset management that helps investors make better investment decisions.

Job Type

Full-time.

Job Description

As the Vice President of Business Development, you will be integral in the growth of the company's funds within RBC Dominion Securities Inc. and beyond.

Key Responsibilities

• Build long-lasting relationships with Investment Advisor groups across the country.
• Generate a continuous cycle of sales and marketing activities, such as educational and business promotional events.
• Leverage the research services to offer support to advisory teams.
• Attend industry and intermediary events to grow the company's presence in the marketplace.
• Prepare for and book branch presentations, advisor and prospect meetings.
• Produce illustrations, product proposals and fund comparisons.
• Organize and execute e-marketing campaigns based on email open rates from clients and prospects.
• Create sales reports and report all observations to the executive team.
• Tackle service issues for all existing clients and provide feedback that may help to develop and market the overall business.
• Make sales and strategy recommendations to the asset management team based on independent analysis and assessment of strategic issues.
• Achieve sales objectives by executing on the strategic initiatives developed internally by the sales team.
• Maintain current client records in Salesforce (i.e. Outbound, Inbound Calls, as well as Meetings and Events).
• Adhere to all compliance, regulatory, confidentiality and legal policies and procedures.

Qualifications

• Post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Minimum Canadian Securities Course (CSC), other industry credentials given preference.
• Exempt Market Proficiency Course (EMP) an asset.
• Demonstrate an advanced knowledge of mutual funds, alternative funds, ETFs, and capital markets.
• Advanced understanding of various distribution channels: IIROC, MFDA, etc.
• Strong interpersonal, communication and relationship management skills.
• Strong problem-solving skills and analytical skills; ability to initiate investigation of problems without supervision and develop solutions.
• Ability to balance multiple priorities while maintaining a high degree of accuracy and attention to detail.
• Demonstrate tact and professionalism.

Years of Experience

Minimum 5 years in the Asset Management business or brokerage/financial planning industries.

Target Market

• Asset Management/Wealth Firms;
• Family Offices;
• Private Equity;
• Pension Funds;
• Hedge Funds;
• Insurance Companies;
• IIROC Broker Dealers.

Contact Information

Veritas Asset Management Inc.

100 Wellington Street West

TD West Tower, Suite 3110, PO Box 80

Toronto, Ontario

M5K 1E7

Please send a cover letter and resume to Only candidates selected for an interview will be contacted.