Manager, Wholesale

2 days ago

Toronto, Ontario, Canada Yorkville Asset Management Full time

About Yorkville Asset Management

Yorkville Asset Management is a boutique wealth management service provider dedicated to serving affluent Canadians and institutional clients. The firm is headquartered in Toronto, with additional offices in Calgary and Ottawa. Yorkville distinguishes itself through its commitment to exceptional client service, a strategic focus on investments in the health care sector, and a comprehensive suite of wealth management solutions.

Strategic Partnerships

Yorkville has formed a new partnership with Aegon Asset Management, a subsidiary of the publicly traded insurance company Aegon, along with other insurance firms. Through this collaboration, Yorkville distributes its products and services to over 10,000 eligible Canadian financial advisors.

About the Job

Yorkville is seeking a Wholesaler and Internal Sales Manager to promote its mutual and segregated funds throughout Ontario and selected other provinces and cities across Canada. This position offers a hybrid work environment, combining both in-person and virtual sales activities. The Wholesaler will be responsible for the following key duties:

  • Leverage existing relationships with advisors in Ontario and other markets, and expand Yorkville's network of advisors and advisory firms.
  • Organize and conduct weekly and monthly roadshows, independently or with the investment team, targeting advisors within the assigned territory.
  • Support advisors in onboarding clients to Yorkville's mutual and segregated funds.
  • Collaborate with the portfolio management team to develop an ongoing communication strategy directed at advisors.
  • Represent Yorkville at advisor events, which may be scheduled in the evenings or on Saturdays.
  • Conduct daily visits to branches across Canada to build relationships, seek new business, and educate advisors about Yorkville's product offerings.
  • Work closely with wholesalers from insurance partners to cross-market mutual funds, segregated funds, and universal life (UL) investment options.
  • Identify and pursue referrals for High Net Worth Clients, especially where mutual or segregated funds may not be the optimal solution for accredited investors.
  • Attend weekend conventions nationwide to represent Yorkville, Aegon Asset Management, and their insurance partners' solutions.

This is a dedicated quatity business development position, ideal for an experienced wholesaler with an established network of advisor and advisory firm contacts.

Candidate Requirements

The ideal candidate will possess:

  • A minimum of five years' experience in an internal or external wholesaling role.
  • A strong academic background in investments and finance, enabling the candidate to serve as a trusted resource to financial advisors.
  • Established relationships with advisors and advisory firms.
  • The ability to work evenings and weekends as required by the role.
  • Willingness and ability to travel frequently and maintain a high level of activity meeting advisors and advisory firms.
  • A thorough understanding of regulatory requirements related to marketing to advisors.

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