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Client Relations Associate

2 months ago

Saskatoon, Canada Westcap Mgt. Ltd. Full time

Join Westcap's Communications team as a full-time Client Relations Associate and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund – the first and longest-standing Provincial Retail Venture Capital (RVC) Fund in Saskatchewan. With nearly three decades of experience and over $1 billion in assets under management, Westcap is a leading fund manager.


What can you expect in this role?

The Client Relations Associate is a positive, dynamic, and self-motivated individual who has strong relationship building skills, and is results-driven with the ability to actively source and pursue opportunities with the financial community. The Client Relations Associate role is based in Saskatoon and will work to build and broaden the depth and breadth of Golden Opportunities Fund to successfully achieve market share growth with a focus on Saskatchewan.


Relationship Management

  • Establish and cultivate relationships with existing and new financial advisors, and provide support, product knowledge and business building tactics
  • Build relationships with other distribution partners and channels who can aid growth
  • Maintain an effective CRM database


Business Strategies and Implementation

  • Help to create, implement and execute on a plan and related goals, as well as other communication campaigns, to achieve results, increase market share and retention of targets
  • Identify new opportunities, through existing and/or new relationships, initiatives and strategies
  • Articulate the Fund’s features and investment portfolio, and effectively deliver messaging, product positioning and presentations to financial advisors and distribution channel partners


Teamwork

  • Collaborate with a Team of dynamic colleagues who are experts in their fields
  • Provide market intelligence to the Team
  • Cultivate a positive team environment


Here’s what we’re looking for:

  • Relationship building skills
  • Business development experience
  • Execution of measurable sales processes
  • Networking and communication skills with the ability to effectively interact with financial advisors and other partners in the industry
  • Ability to develop and deliver targeted programs, as well as innovative strategies and data analysis
  • Presentation skills and delivery to different audiences both in-person and virtually (including use of technology)
  • Effective time management and execution skills
  • Business education, such as a B.Comm. or Certified Financial Planner (CFP), or other related expertise and education
  • An understanding and knowledge of the wealth management industry landscape is an asset
  • Frequent travel is required as well as flexibility in scheduling


The perks

This is your opportunity to work in a professional, team-focused environment. Westcap offers a competitive compensation package, fully-funded health benefits, a matching RRSP plan, a cell phone plan, as well as complimentary access to a fully equipped gym and fitness classes. Come grow with us and join our culture of employee empowerment


Ready to apply?

If this career opportunity sounds like a fit for you, interested applicants are encouraged to submit their applications via email as soon as possible. Applications will be reviewed upon submission and qualified candidates will be contacted for an interview. This position is available immediately and subject to close without notice, upon selecting the successful candidate.