External Wholesaler
7 days ago
Company Description
Founded in 2013, AIP Asset Management is a Toronto-based investment manager with a proven track record of entrepreneurship and industry expertise. The founders and team bring over 100 years of experience in private and public markets, with a history of founding successful companies.
Website:
Role Description
This is a full-time on-site role for an External Wholesaler located in the Greater Toronto Area, Canada. The External Wholesaler will be responsible for business planning, finance, wholesale, investments, and sales activities on a day-to-day basis.
Qualifications
- Business Planning and Finance skills
- Wholesale and Investments expertise
- Sales experience
- Strong interpersonal and communication skills
- Ability to analyze market trends and develop strategies
- Knowledge of investment products and financial markets
- Bachelor's degree in Finance, Business, or related field
- Industry certifications (e.g., CFA, CFP, CIM, CAIA) are a must
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