Asset Management
4 weeks ago
. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them. Offering fund solutions to the retail advisor community across Canada represents an enormous opportunity for . Morgan Asset Management Canada. As a leading asset manager — we are well positioned to bring our industry leading investment capabilities to the Canadian retail market.
As an External Client Advisor, you will provide field sales coverage in Montreal and surrounding areas, coordinating business development efforts, establishing key client relationships, and managing campaigns and marketing activities. You will have the opportunity to be part of a leading asset manager and contribute to the expansion of investment capabilities in the Canadian retail market.
Job Responsibilities
Proactively contact firms in Montreal to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence. Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events. Be the primary point of contact for advisors with regards to JP Morgan products Leverage a consultative approach to gain a thorough understanding of the client’s needs. Be a subject matter expert on the implementation on all JPMorgan products. Work closely with internal sales associate, marketing, legal and compliance. Partner with senior leadership team, product teams and marketing to develop five year road map for the Canadian BusinessRequired qualifications, capabilities and skills
10+ years’ experience with financial services company in sales/specialist role Extensive experience in the mutual funds, ETF’s, private alternative space, including experience in various structures of private alternatives. Existing relationships with key decision makers and centers of influence within Montreal and surrounding areas Experience in working and supporting financial advisors in Montreal and surrounding areas. Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous and professional manner. Client focused – possessing the ability to align processes, procedures, systems, and personnel to meet the needs of firms. Ability to thrive in a challenging and collaborative sales environment. Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint Frequent travel is required. Available to work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours or shifts) to communicate with subordinates, supervisors, and co-workers. 4 year degree. Fluency in French is a requirement.Preferred qualifications, capabilities and skills
MBA, CFA, CIM, CAIA preferred.-
Montreal, Canada Centurion Asset Management Inc Full timeQui nous sommes Centurion Asset Management Inc. est un chef de file reconnu dans le secteur des placements et l'industrie de la gestion immobilière. Fournissant des investissements et des logements de qualité à tous ses clients, notre équipe expérimentée de plus de 350 employés est un élément essentiel du succès de Centurion depuis 2003....
-
Montreal, Canada Centurion Asset Management Inc Full timeQui nous sommes Centurion Asset Management Inc. est un chef de file reconnu dans le secteur des placements et l'industrie de la gestion immobilière. Fournissant des investissements et des logements de qualité à tous ses clients, notre équipe expérimentée de plus de 350 employés est un élément essentiel du succès de Centurion depuis 2003....
-
Montreal, Canada Centurion Asset Management Full timeQui nous sommes Centurion Asset Management Inc. est un chef de file reconnu dans le secteur des placements et l'industrie de la gestion immobilière. Fournissant des investissements et des logements de qualité à tous ses clients, notre équipe expérimentée de plus de 350 employés est un élément essentiel du succès de Centurion depuis 2003. Centurion...
-
Montreal, Canada Centurion Asset Management Full timeQui nous sommes Centurion Asset Management Inc. est un chef de file reconnu dans le secteur des placements et l'industrie de la gestion immobilière. Fournissant des investissements et des logements de qualité à tous ses clients, notre équipe expérimentée de plus de 350 employés est un élément essentiel du succès de Centurion depuis 2003. Centurion...
-
Portfolio Manager
4 weeks ago
Montreal, Canada Nantis Asset Management Inc. Full timeNantis Asset Management Inc. is a rapidly growing investment manager serving global clients. Our current business is to structure and manage portfolios of junior mining companies to provide tax benefits to investors, and we have ambitious plans to expand much beyond that. We have an exciting position for the right candidate with entrepreneurial...
-
Portfolio Manager
4 weeks ago
Montreal, Canada Nantis Asset Management Inc. Full timeNantis Asset Management Inc. is a rapidly growing investment manager serving global clients. Our current business is to structure and manage portfolios of junior mining companies to provide tax benefits to investors, and we have ambitious plans to expand much beyond that. We have an exciting position for the right candidate with entrepreneurial...
-
Portfolio Manager
4 weeks ago
Montreal, Canada Nantis Asset Management Inc. Full timeNantis Asset Management Inc. is a rapidly growing investment manager serving global clients. Our current business is to structure and manage portfolios of junior mining companies to provide tax benefits to investors, and we have ambitious plans to expand much beyond that. We have an exciting position for the right candidate with entrepreneurial spirits: ...
-
Portfolio Manager
4 weeks ago
Montreal, Canada Nantis Asset Management Inc. Full timeNantis Asset Management Inc. is a rapidly growing investment manager serving global clients. Our current business is to structure and manage portfolios of junior mining companies to provide tax benefits to investors, and we have ambitious plans to expand much beyond that. We have an exciting position for the right candidate with entrepreneurial...
-
Senior Portfolio Manager, Investments
1 week ago
Montreal, Canada Mastercard Foundation Asset Management Full timeBE PART OF A NEW AND GROWING ASSET MANAGEMENT COMPANYABOUT MASTERCARD FOUNDATION ASSET MANAGEMENTEstablished in 2023, the Mastercard Foundation Asset Management (MFAM) Corporation was created to build a diversified investment portfolio for the Mastercard Foundation, one of the largest private foundations in the world. MFAM is headquartered in Toronto,...
-
Senior Portfolio Manager, Investments
1 week ago
Montreal, Canada Mastercard Foundation Asset Management Full timeBE PART OF A NEW AND GROWING ASSET MANAGEMENT COMPANYABOUT MASTERCARD FOUNDATION ASSET MANAGEMENTEstablished in 2023, the Mastercard Foundation Asset Management (MFAM) Corporation was created to build a diversified investment portfolio for the Mastercard Foundation, one of the largest private foundations in the world. MFAM is headquartered in Toronto,...
-
Senior Portfolio Manager, Investments
7 days ago
Montreal, Canada Mastercard Foundation Asset Management Full timeBE PART OF A NEW AND GROWING ASSET MANAGEMENT COMPANYABOUT MASTERCARD FOUNDATION ASSET MANAGEMENTEstablished in 2023, the Mastercard Foundation Asset Management (MFAM) Corporation was created to build a diversified investment portfolio for the Mastercard Foundation, one of the largest private foundations in the world. MFAM is headquartered in Toronto,...
-
Senior Portfolio Manager, Investments
6 days ago
Montreal, Canada Mastercard Foundation Asset Management Full timeBE PART OF A NEW AND GROWING ASSET MANAGEMENT COMPANYABOUT MASTERCARD FOUNDATION ASSET MANAGEMENTEstablished in 2023, the Mastercard Foundation Asset Management (MFAM) Corporation was created to build a diversified investment portfolio for the Mastercard Foundation, one of the largest private foundations in the world. MFAM is headquartered in Toronto,...
-
Portfolio Manager
4 weeks ago
Montreal, Quebec, Québec, Canada Nantis Asset Management Inc. Full timeNantis Asset Management Inc. is a rapidly growing investment manager serving global clients. Our current business is to structure and manage portfolios of junior mining companies to provide tax benefits to investors, and we have ambitious plans to expand much beyond that. We have an exciting position for the right candidate with entrepreneurial spirits:...
-
Montreal, Canada Centurion Asset Management Inc Full timeQui nous sommes Centurion Asset Management Inc. est un chef de file reconnu dans le secteur des placements et l'industrie de la gestion immobilière. Fournissant des investissements et des logements de qualité à tous ses clients, notre équipe expérimentée de plus de 350 employés est un élément essentiel du succès de Centurion depuis 2003....
-
Montreal, Canada Centurion Asset Management Inc Full timeQui nous sommes Centurion Asset Management Inc. est un chef de file reconnu dans le secteur des placements et l'industrie de la gestion immobilière. Fournissant des investissements et des logements de qualité à tous ses clients, notre équipe expérimentée de plus de 350 employés est un élément essentiel du succès de Centurion depuis 2003....
-
Asset Manager
1 week ago
Montreal, Quebec, Canada CN Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a...
-
Asset Manager
1 week ago
Montreal, Quebec, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference....
-
Asset Manager
3 weeks ago
Montreal, Quebec, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference....
-
Asset Manager
3 weeks ago
Montreal, Quebec, Canada CN Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a...
-
Montreal, Canada Industrial Alliance Investment Management Inc. Full timeDescription iA Global Asset Management / Montreal / Hybrid / French & English The Real Estate Investments and Asset Management team is looking for a Senior Director, Real Estate Investments and Asset Management. In collaboration with various teams throughout the organization, your principal mission will be to achieve an optimal return by enhancing...
