External Wholesaler

7 days ago


Greater Toronto Area, Canada AIP Asset Management Full time

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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